Planning Board (Old)

Overview

The Planning Board module is used in manufacturing environments to manage Production. The board is populated from Services in Estimates (BoMs) linked to Work Order transactions. The layout provides a list of transactions on the left, followed by an ordered list of production Stages. The Stages are updated from Estimate Services linked to the same Cost Centre the Stage is linked to. Each Stage contains an ordered (From top to bottom), colour-coded list of Tasks that need to be completed. Colour is used to indicate the Status of Tasks.

All the Services on a transaction will be assigned to the default Workstation linked to the Service's Cost Centre. From there, you can assign tasks to the different Workstations.

The Planning Board can be viewed in a Compact, Standard (Default) or Extended View - Click the Menu button to select a View.

Navigation depends on where the Planning Board module has been added to the Menu.

The Planning Board is integrated with the shopfloor Timekeeping and Tracking module. See Timekeeping - Planning Board.

Filters

The Planning Board can be filtered by

Rep - Select one or more Reps
Stages - By default, all the non-blank Stages are displayed.

Planning Board Actions

Order by Due Date - Orders all the Stages by the Due Date
Order by Status and Due Date - Orders all the Stages by Status and then by Due Date

Custom Planning Board Actions can be added from the Actions module. Custom Actions don't require any input parameters.

Table of Contents

View: Planning Board - Board

The Planning Board Stages represent the different production Stages in a manufacturing facility and are represented by an ordered list (from left to right) of vertical columns in the Planning Board.

Menu (button)

Save the Layout, the following is saved: Summary & Stage width, the Layout and the visible Stages.

Tasks

Tasks can be moved up or down a Stage using drag-and-drop. Right-click on a Task to open the Popup Menu that contains relevant actions and drill-down functions.

Right-click on a Task to open the popup menu that allows you to execute the following Stage Actions:

Set Start/Finish from Now - Executed by Stage - The Stage will be re-ordered accordingly.
Order by Due Date - Orders the selected Stage by Due Date
Order by Status and Due Date - Orders the selected Stage by Status and then by Due Date.

Editing Tasks

Right-click a Task and select View/Edit Job to open the Task Edit Window - this can also be done by double-clicking on a Task. The form displays the Transaction Header and the Tasks linked to the Transaction.

If you have full access rights, the form allows you to edit the following Transaction fields:

Status - Select from a list of Active Statuses only
Status Note
Due Date - The Date and Time the Job is due for delivery
Group

Batch Updates - The Status, Start Date, Finish Date and Adjust Qty can be updated on multi-selected Tasks. The Adjust Qty function allows you to update the Complete and Spoiled quantities.

Actions Button

Update the Group field - This will update the Group field using the SQL in the Stage setup. Multi-selected Records only.
Set Task Start/Finish Dates - This will set the Task Start and Due Dates based on the Job Due Date.
Reset the Quantity (Req Qty) - Visible if Qty is enabled on the Planning Board.

Planning Board 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 now ordered by Start Date. The Stage will be re-ordered accordingly.
Set Start/Finish from Dependency (Stages) - Tasks are moved if the Previous Task Finishes before the next Task Starts. Cascading Tasks, except for Outwork Tasks, are also moved.
Order by Start Date - The Stage is re-ordered by the Task Start Date.
Order all Stages By Status and Start Date - The Stage is re-ordered by the Status and then the Start Date.

Task Menu

Right-click on a Task to open the popup menu that allows you to execute the following Task Actions:

Next Status
Previous Status
Set Complete

View: Planning Board - Jobs

This view displays all the Transactions on the Planning Board in a horizontal grid view. The following data filters are available:

Date - (Default = No Date) Filters on Due Date of the Transaction
Show - Select from All (Default), Active (One or more tasks have not been completed), Completed (All the Tasks have been completed)
Trans No. - Search by Transaction No.

Fields

Status - The Transaction Status
Routing - An ordered list of Tasks that includes the Completed Qty.

Actions

Set Status to Complete - Sets the multi-selected Transactions to their default Complete Status. NB. Depending on the Transaction Status settings, this could remove the Transaction and it's linked tasks from the Planning Board.

View: Planning Board - Calendar

This view provides a Calendar view of all the Tasks on the Planning Board.

Views include: Week, Day (15min), Day (6min)

Right-click on a Task or on a stage to open the context menus.

Tools have been provided to:

Move between Stages
Auto move next - the cascading tasks in the same Stage are moved when a Task is moved.

View: Planning Board - Timekeeping

This view displays all the Timekeeping records linked to a Task on the Planning Board. Editing functionality is available for users who have editing rights on the Planning Board. This view is ideal for managing Timekeeping on a daily basis and fixing faulty timekeeping records. The following data filters are available:

Date - (Default = Today) Filters on Start Date of Timelog
Stage - Select from a Planning Stage
Show - Select from All (Default), Active (Timekeeping record is currently open), Completed (Timekeeping record is complete)
Trans No. - Search by Transaction No.

Actions

Set Status to Approved - Used to set multi-selected records as Approved.
Delete - Delete multi-selected records, for example, where the Start and End Times are the same and the Qty is zero.

View: Planning Board - Materials

A Materials View in the Planning Board displays all the Materials required for Pending and Active Transactions. See Menu (button) > Views > Materials.

Settings

Setting to activate (can be assigned to multiple Transactions): Transaction Setting > View Materials in Planning Board (Pending & Active)
Qty (GI) and Qty (PO) are updated based on General Settings > Setup Costing Rules.
Qty (Out) = Qty (Req) - Qty (GI) - Qty (PO)

Actions

Open Transaction
View Linked Transactions.

Setting up

Cost Centres

Add all the Workstations that are linked to the Cost Centre. The Workstations are, in turn, linked to the Planning Board Stages in the Planning Board setup module.

Actions

Custom Actions can be set up in the Actions module.

Planning Board

Menu Setup - Go to Setup > Menu and add the following fixed module menu item: Planning Board.

The Settings can be accessed from the Planning Board - Navigate to Menu (button) > Settings.

Stages

Open the Planning Board Settings and select the Stages tab.
Click the New button to create a new Stage or use the Copy button to copy the selected Stage.

Edit Group SQL - Enter the SQL to select a value that can be used to cost-effectively group the tasks in a stage. Menu (button) > Edit SQL for Group field.

Right-click on the Stages list and select Move Up/Down to change the order of the Stages. Note the keyboard shortcuts: Ctrl+U and Ctrl+D.

Settings

General > Planning Board > Set Next Task to Ready on Complete - If the next task is in a Compete or Busy Status, it will not be updated. Options include:
- N/A - The Planning Board is not automatically updated when a Task is set to Complete
- Next Task overall (Default) - This will set the next Task to Ready, regardless of the Stage or Assembly
- Next Task in the same Assembly - This will set the next Task in the same Assembly to Ready. NB. The next Task is selected according to the Order of Services in the Assembly (Estimate).
General > Planning Board > Default: Show Quantity - Default = No - The quantity functionality doesn't add value in instances where you are always producing a single item.

Transactions > Status

Navigate to Setup > Transactions and select the Status tab. Check the Planning Board checkbox to determine which Statuses will update the Planning Board.

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