Production Planning - Gantt Tutorial

How to Understand the Gantt View

ℹ️ The Gantt View lists all the tasks that must be performed for a particular stage and displays a visual representation of their durations. It requires both a Stage and Job to be selected.

1. Navigate to Production Planning > Menu (button) > Gantt.

2. Stage = Select a stage from the dropdown list.

3. Job = Select a job from the dropdown list.

4. Click View (button).

5. The top row, a Status Bar displays the following information:

   • Status: The status of the job.

   • Status Note: Any status note.

   • Required Date: The date and time by which the customer requires the job.

   • Due Date: The date and time by which Production is scheduled to complete the job.

6. The next section is a Header with information about the Customer, Rep, source transaction and the job's Reference.

7. Below the header, the columns on the left list all the Stages that the job needs along with their Durations, Start and Finish Dates.

8. Below the header, the graph on the right displays a visual representation of when the task is scheduled. You can right-click a task on the left and select Scroll to Task on the context menu to view the task on the graph. The dates displayed depend on the selection next to Time Scale:

   • Hours: One week is shown, regardless of the duration of the job with the tasks shown for every hour.

   • Quarter Days: A quarter (e.g. Jan-Mar, Apr-June) is shown with the tasks shown in 6-hour blocks.

   • Days: An unlimited number of days is shown with tasks shown per day.

How to Adjust the Dates Based on Start Dates

ℹ️ This action recalculates all the dates based on the Start Dates. 

1. Navigate to Production Planning > Menu (button) > Gantt.

2. Stage = Select a stage from the dropdown list.

3. Job = Select a job from the dropdown list.

4. Click View (button).

5. Click Actions (button) > Set Start / Finish from Start Date

6. Confirm the change on the popup.

How to Adjust the Dates Based on Due Dates

ℹ️ This action recalculates 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. 

1. Navigate to Production Planning > Menu (button) > Gantt.

2. Stage = Select a stage from the dropdown list.

3. Job = Select a job from the dropdown list.

4. Click View (button).

5. Click Actions (button) > Set Start / Finish from Due Date.

6. Confirm the change on the popup.

How to Filter Tasks by their Statuses

1. Navigate to Production Planning > Menu (button) > Gantt.

2. Stage = Select a stage from the dropdown list.

3. Job = Select a job from the dropdown list.

4. Click View (button).

5. Check the checkboxes next to New or Complete on the top row.

6. Click View (button).

How to Add / Update Planning

1. Navigate to Production Planning > Menu (button) > Gantt.

2. Stage = Select a stage from the dropdown list.

3. Job = Select a job from the dropdown list.

4. Click View (button).

5. Click Actions (button) > Add / Update Planning.

6. Confirm that you want to update it.

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: Dashboard

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Timekeeping

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking