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Overview
Overview
Production Planning assists organisations in managing all their production tasks. The Tasks View displays all the main tasks that are in the pipeline and shows the percentage complete, times and durations.
Navigation: Main Menu > Production > Production Planning > Menu (button) > Tasks.
Table of Contents
Buttons Explained
Buttons Explained
View: Generates a list of jobs based on the selected filters.
Output: Will display a list of templates if any were created. Available upon request.
Actions: Performs the action on all the selected records. The options are:
Task Actions
Batch Update: Allows users to perform an action on all the multi-selected records once the information is supplied and the Update (button) is clicked.
Start Date: Sets the Start Date to the date selected.
Finish Date: Sets the Finish Date to the date selected.
Status: Changes the Status to one of the clicked statuses.
Stage: Changes the Task's Stage to the one selected from the dropdown list.
Link Timekeeping
Links the Timekeeping records to the Task.
General Actions
Reset Planning Board: This Action will execute the following General Actions in this order:
Set Due Date = Req Date
Set Task Start/Finish from WO Due Date
Set Start/Finish from Now (Stages)
Set Start/Finish by Dependancy (Jobs)
Set Start/Finish from Now (Stages): Executed by Stage - all the tasks in an Outwork Stage will be set to ordered by Start Date. The Stage will be re-ordered accordingly.
Set Start/Finish by Dependency (Stages): This feature sets the start and finish dates based on the preceding jobs. (If Task A must first be completed before Task B can start, Task B's start date will be set to equal Task A's end date.) Tasks are moved if the previous Task finishes before the next Task starts. Cascading Tasks, except for Outwork Tasks, are also moved.
Order all Stages by Start Date: This action re-orders the jobs to list them in Start Date sequence.
Order all Stages by Status and Start Date: This action re-orders the jobs to first list them by Status, and then by their Start Dates.
Menu:
Reset Data Filters: Resets the connected filters.
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.
Export
Email Excel
Export Grid
Save
Save (All Users)
Restore Default (All Users)
Filters Explained
Filters Explained
Set: Allows users to select a date option (e.g. Today, This week, or to select No Date to view all the records).
Arrows: Adjusts the dates based on the selection under Set.
Date: Allows users to further refine the date selection.
Radio Buttons
Job Due: Works with the date fields. Records will be filtered to display those due internally on the selected date.
Job Req: Works with the date fields. Records will be filtered to display those required by the Customers on the selected date.
Task Start: Works with the date fields. Records will be filtered according to Task Start Dates.
Active: Works with the date fields. Only Tasks that are/were Active during the selected dates will be shown. Tasks are considered Active if they have Timekeeping records.
Status Options: Allows users to hide or display records based on the selected Status Groups.
Stage: A dropdown list of Stages for users to select All or a Specific Stage.
Automatic Row Height: Adjusts the row height and wraps the information in the columns where necessary. The Routing column will still be truncated.
Show Notes: If checked, shows any Task Notes below the line item. The notes are required using the context menu.
Fields Explained
Fields Explained
Field Chooser (*): Allows users to add or remove columns.
ID: The system-generated number for the Task.
Status: The task's Status.
Trans Item ID: The system-generated number allocated to the Transaction Item.
Service ID: The system-generated number allocated to the Service.
Stage: The name of the Stage.
WO Status: The status of the Work Order transaction.
WO No.: The linked Work Order number.
Date: The Date of the source transaction.
Assign to: The user the job is assigned to.
Rep: The Rep linked to the Customer.
Customer: The Customer requiring the job.
From: The Transaction from which the Work Order, for example, was copied from.
Acc No.: The Customer's Account Number.
Description: The job/item's Description.
Level: For QuickEasy's internal purposes (usually shows 1).
Cost Centre: Displays the name of the task's Cost Centre.
Trans Item Code: Shows blank because the feature is not currently active.
Caption: The Caption field from the Estimate Input grid view.
Routing: Only applies to jobs that have entered the Planning Stage. Displays a colour-coded abbreviation for each Production Stage.
Required Date: The Date on which the Customer requires the job.
@ (Required Time): The Time by which the job must be delivered to the Customer.
Due Date: The Date on which production must complete the job.
@ (Due Time): The Time by which production must complete the job.
Start Date: The task's Start Date.
@ (Start Time): The task's Start Time.
Finish Date: The task's Completion Date.
@ (Finish Time): The task's Completion Time.
Req Qty: The quantity that is Required.
Comp Qty: The quantity that is Completed.
Spoil Qty: The quantity that was Spoilt.
Out Qty: The quantity that is still Outstanding.
Operators (Code): The Operators who the task is assigned to or who completed the task.
Operators (Full Name): The full name of the Operators who the task is assigned to or who completed the task.
Est Hrs: The hours that the job was Estimated to take.
Act Hrs: The Actual hours that the job took.
Var Hrs: The Difference between the Actual and Estimated Hours.
Progress % (Manual): The percentage that tasks are complete that is manually entered on the Jobs View.
Progress % (Auto): The percentage that tasks are complete that is automatically calculated.
Timelog ID: The system-generated number for the timekeeping record.
Menu (...): A context menu that can also be accessed by right-clicking a line item.
View/Edit Job: Switches to a Job View where all the individual components of the job are shown.
View /Edit Note: Allows users to view or edit existing notes, and to create new notes.
View on Board: Switches to Board View and highlights the selected task.
Open Transaction: Opens the linked transaction (e.g. Work Order).
Open Cost of Sales: Switches to the Cost of Sales report and provides a detailed list of Actual vs Estimated Quantities and Variances.
Open Timekeeping: Switches to Timekeeping View and displays the timekeeping records.
TransID: The system-generated number allocated to the transaction.
Related Topics
Related Topics
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