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 either a Stage or a Job to be selected.

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

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

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

4. Click View (button).

5. If a stage is selected:

   • The stages are listed on the left

   • The durations of the jobs are blocked off and colour-coded according to their statuses. 

6. If a job is selected:

   • 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.

     • Start Date: The scheduled or actual start date and time.

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

   • The Header section displays the following information that is filled in from the transaction (e.g. Work Order):

     • Customer

     • Contact

     • Reference

     • From

     • Assign to

     • Rep

     • Date

     • Entity 

   • All the stages applicable to the job are listed on the left.

   • The duration of each stage is blocked off on the calendar and colour-coded according to its status.

How to Change the Time Scale of the Gantt Display

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

2. Click Hours, Quarter Days, or Days next to Time Scale on the top row.

3. Select a Stage or Job from the respective dropdown lists.

4. Click View (button).

How to Filter Tasks by their Statuses

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

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

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).

Related Topics

• Reference: Board

• Reference: Dashboard

• Reference: Gantt

• Reference: Jobs

• Reference: Kanban Board

• Reference: Materials

• Reference: Outwork

• Reference: Tasks

• Reference: Timekeeping

• Reference: Planning Stages 

• Reference: Production Planning Settings 

• Setup Guide: Production Planning

• Tutorials: Board

• Tutorials: Dashboard

• Tutorials: Gantt (this page)

• Tutorials: Jobs

• Tutorials: Materials

• Tutorials: Outwork

• Tutorials: Tasks

• Tutorials: Timekeeping

• Understanding Production Planning