Gantt View

Buttons Explained

• View: Generates a list of jobs based on the selected filters.

• Actions: Performs the action on all the selected records. The options are:

  • Job Actions

    • Add/Update Planning: 

      • Not applicable to Gantt View because only planned jobs are visible on Gantt View.

    • Set Start/Finish from Now: 

      • This action adjusts the times to start the next job to now and similarly queues the remainder of the jobs based on this change.

      • This feature keeps production processes active and should be used when the preceding jobs were completed ahead of schedule.

    • Set Start/Finish from Due Date:

      • When there is a stall in production, this action will recalculate all the dates based on the Due Dates, working backwards, to set the last dates on which the jobs can be started to still meet the Due Date deadline. 

      • This feature allows users to replan their board so that jobs with the nearest Due Dates are completed first.

• Menu:

  • Views: Switches to the different views:

    • Dashboard: A visual representation of all the Stages.

    • Jobs: A list of all the Jobs in the queue.

    • Tasks: This view displays all the Tasks in Planning in a grid view. 

    • Materials: A list of all the Materials needed and their Availability.

    • Outwork: A list of all the outsourced jobs and their Statuses.

    • Board: This view is an ordered list of the production Stages - each Stage containing an ordered list of Tasks or Groups (Task Packages).

    • Gantt: A detailed list of every Stage or Job, listing all the tasks and times accompanied by a visual representation. 

    • Timekeeping: A list of all the Timekeeping Records.

  • Settings

    • Edit Stages: Creates the stages that are displayed on the graph.

Filters Explained

• Stage: A dropdown list of Stages for users to select one.

• Job: A dropdown list of Source documents (e.g. Work Orders) for users to select one.

• Radio Buttons Timescale: Sets the visual representation to display time according to the selected button. The options are:

  • Hours

  • Quarter Days

  • Days

• New: If checked, will only show New jobs.

• Complete: If checked, will only show Completed jobs.

Field Explained

Status Bar 

Appears if a Job is selected.

• Status: Displays the current Status of the job.

• Note field: Displays the Status Note.

• Req Date: Displays the date and time the customer requires the job.

• Due Date: Displays the date and time Production expects to complete the job.

Header Information

Appears if a Job is selected.

• Customer: The name of the Customer or Internal.

• Contact: The Customer's Contact Person.

• Reference: The job's reference which is on the source document.

• From: The source document.

• Assign to: The users the source transaction was assigned to.

• Rep: The Rep that is allocated to the customer.

• Date: The Date of the source transaction.

• Entity: The entity that was selected on the source transaction.

Fields

• Description: The Description of the tasks.

• Duration: The Duration of each task.

• Start: The Start Date and Time of each task. 

• Finish: The End Date and Time of each task.

Visual Representation

• Hourly

  • Displays the planning for the next week in hourly intervals.

• Quarter Days

  • Displays the planning in blocks of 6-hour intervals.

• Days

  • Displays the planning per day.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• Reference: Timekeeping

• Reference: Planning Stages

• Reference: Production Planning and Tracker Settings

• Reference: Kanban Board

• Tutorial: Dashboard

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking