Board View

Buttons Explained

• Refresh:  Refreshes the board to incorporate any changes.

• Actions: Performs the action on all the selected records. The options are:

  • Update Actions (All Jobs)

    • Set Start/Finish from Now: Sets the start dates of the jobs at the top of the queue to start immediately and adjusts the other dates accordingly.

    • Set Start/Finish by Dependency: Sets the start date for jobs based on the start and finish dates of the jobs that must be done first.

  • Sorting Actions (All Jobs)

    • 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:

  • 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.

  • Layout

    • Save Layout

    • Restore Default Layout

Filters Explained

• Rep: A dropdown list of Reps for users to select one or more reps. Only displayed if reps are enabled for the transaction type.

• Stages: A dropdown list of Stages for users to select one or more stages.

• 300: The column width of each stage. Can be made narrower or wider.

• Compact: If checked, hides the Schedule, Duration, and Progress information.

Fields Explained

• Columns: There is a column for each stage. Below each stage, the jobs are listed and colour-coded according to their statuses.

• Individual Jobs:

  • Status Bar:  Colour-coded to indicate the status of the job. Displays the job number and the Customer.

  • Description: The field below the Status bar shows the full Description of the job.

  • Schedule Summary (next to the word Schedule): 

    • Displays the Time to Start (TTS), which will either be a value to indicate the job starts in x number of hours or will show NOW if the job is due to start.

    • Jobs that are late (according to their Due Dates) will be highlighted red with the word LATE and includes the number of hours.

    • Jobs are considered late if their due dates are later than today, or the required date.

    • Schedule Expanded (below the word Schedule):

      • Start (Est): Displays the Estimated Start Time. Hidden if the job has started.

      • Start (Act): Displays the Actual Start Time. 

  • Duration Summary (next to the word Duration):

    • Displays how long the job will take in hours.

    • Duration Expanded (below the word Duration):

      • Estimated: Displays the Estimated Hours that the job will take.

      • Actual: Displays the Actual Hours that the job took.

  • Progress Summary:

    • Displays the Quantity that is required next to the word Progress.

    • Progress Expanded (below the word Progress):

      • Required Qty: Displays the quantity required.

      • Complete Qty: Displays the quantity completed.

• Menu (...): (right click context menu)

  • View/Edit Job: Opens a pop-up with the detailed jobs.

  • View/Edit Note: Opens a note editor to view or create notes.

  • Highlight: Toggles highlighting the job number in black across all the stages.

  • Open Kanban Board: Opens a Kanban Board that displays the jobs according to their statuses - one status per column. In this view, jobs can be dragged from one Status to another (e.g. when a Job with a Planned Status can be dragged to Ready Status and the job's Status will be changed). 

  • Open Transaction: Opens the source transaction (e.g. Work Order).

  • Open Cost of Sales: Opens the Cost of Sales interface and filters to the particular transaction you accessed the report from.

  • Open Customer Summary: Opens a summary of the customer's information on the right.

  • Task Actions

    • Next Status: Sets the next status.

    • Previous Status: Sets the previous status.

    • Set to Ready: Sets the status to ready.

    • Set to Complete: Sets the status to complete.

  • Stage Actions

    • Set Start/Finish from Now: Adjusts the Stage to set the Start date of the job at the top to Now and adjusts the times of the other jobs accordingly. 

    • Order by Start Date: Changes the display so that jobs are ordered by their Start Dates.

    • Order by Status and Start Date: Changes the display so that jobs are first ordered by their Statuses and then by their Start Dates.

    • View Status Key: Pops up a list of available statuses with their colour-coding.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• 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: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking