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Overview
Overview
Businesses can use BOS Enterprise to assign tasks to their staff and track the time staff take to complete those tasks. If applicable, these timekeeping records can be used to invoice customers. The interface to manage these records is known as the Production Board. This module is mostly used in the Service Industry.
This tutorial explains the features that are available in the Project's section of Production Board.
Navigation: Main Menu > Operations > Production.
Table of Contents
Working with Projects
Working with Projects
How to Open a Linked Transaction
How to Open a Linked Transaction
Navigate to Production.
Click Menu (button) > Projects.
Right-click an entry on the list of Projects and select Open Transaction from the context menu.
Note: If you have access to view the transaction, it will be opened. Else an access violation message will be returned.
How to Add a New Task to a Specific Project
How to Add a New Task to a Specific Project
Navigate to Production.
Click Menu (button) > Projects.
Right-click an entry on the list of Projects and select Add a New Task from the context menu.
See Timekeeping and Tasks for how to fill in the popup.
How to Change Multiple Projects' Statuses
How to Change Multiple Projects' Statuses
Navigate to Production.
Click Menu (button) > Projects.
Select the projects you want to change (use Ctrl + left click to multi-select).
Click Actions (button) > Batch Update (under Projects).
Select Status from the dropdown list next to Update (below the Projects' heading).
Select a Status from the dropdown lists of statuses in the adjacent block.
Click Update (button).
Confirm the change on the popup.
How to Change Multiple Projects' Due Dates
How to Change Multiple Projects' Due Dates
Navigate to Production.
Click Menu (button) > Projects.
Select the projects you want to change (use Ctrl + left click to multi-select).
Click Actions (button) > Batch Update (under Projects).
Select Due Date from the dropdown list next to Update (below the Projects' heading).
Select a Date on the calendar chooser in the adjacent block.
Click Update (button).
Confirm the change on the popup.
Working with Tasks in Project's View
Working with Tasks in Project's View
Using the Context Menu in Tasks
Using the Context Menu in Tasks
ℹ️ Tasks that are unavailable are greyed out or do not appear on the list (e.g. Stop Timekeeping will only appear if a Timekeeping record was previously started. See more.
Navigate to Production.
Click Menu (button) > Projects.
Click a Project on the left panel.
If there are tasks, they will appear on the centre panel.
Right click an entry and select one of these options from the context menu:
Start Timekeeping: Starts the timekeeping for the task.
Edit Timekeeping: Edits the timekeeping record.
Stop Timekeeping: Stops the timekeeping for the task.
View/Edit Task: Opens the task.
Add Attachments/Links: Displays any attachments or links.
Move Up: Moves the entry one line higher.
Move Down: Moves the entry one line lower.
Open Transaction: Opens the original transaction if applicable and if you have the necessary permissions.
Open SM Ticket: Opens the linked Service Manager ticket if applicable and if you have the necessary permissions.
How to Update Multiple Task Records from the Projects View
How to Update Multiple Task Records from the Projects View
Navigate to Production.
Click Menu (button) > Projects.
Click a Project on the left panel.
If there are tasks, they will appear on the centre panel.
Select the tasks you want to change (use Ctrl + left click to multi-select).
Click Actions (button) under the Tasks heading > Batch Update.
Select one of the Batch Update options:
Assign to: Changes the user the task is assigned to, to the User selected in the adjacent block.
Status: Changes the task's Status to the one selected in the adjacent block.
Category: Changes the task's Category to the one selected in the adjacent block.
Start Date: Changes the task's Start Date to the date selected from the calendar.
Due Date: Changes the task's Due Date to the date selected from the calendar.
Click Update (button) next to the Batch Update options.
Confirm that you want to change the records.
How to Create a New Task from the Projects View
How to Create a New Task from the Projects View
Navigate to Production.
Click Menu (button) > Projects.
Click a Project on the left panel.
Click Actions (button) > Add a new Task under the Tasks heading.
See Timekeeping and Tasks for how to fill in the popup.
Working with Timekeeping Records in Project's View
Working with Timekeeping Records in Project's View
When you click a project, any linked Timekeeping records will be displayed on the right.
These records are read-only.
Right-click the project and select Open Tasks View from the context menu to see details about the tasks or timekeeping records.
See Timekeeping and Tasks for more information.
Related Topics
Related Topics
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