Production Planning - Dashboard Tutorial 

How to Understand the Planning Dashboard

 ℹ️ The Dashboard is a visual representation of all the jobs. There are no actions available.

1. Navigate to the Dashboard.

2. At the bottom is a list of stages with a column group for each stage. This list of stages is unique to your organisation.

3. Each column group has a column for the status. The legend for these statuses is displayed on the left. An example of the legend is:

   • New

   • Planned

   • Ready

   • Busy

   • Part Complete

4. Check or uncheck the checkboxes on the legend to exclude or include certain statuses.

How to Refresh the Dashboard

1. When viewing the Dashboard, click Refresh (button) to incorporate any changes that may have happened in the background since the Dashboard was opened.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• Reference: Gantt

• Reference: Timekeeping

• Reference: Planning Stages

• Reference: Production Planning and Tracker Settings

• Reference: Kanban Board

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking