Gantt View

Buttons Explained

• View: Generates a list of jobs based on the selected filters.

• 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.

Filters Explained

• Stage: A dropdown list of Stages for users to select one.

• Job: A dropdown list of Source documents (e.g. Work Orders) for users to select one.

• Radio Buttons next to Timescale: Sets the visual representation to display time according to the selected button. The options are:

  • Hours

  • Quarter Days

  • Days

• New: If checked, will only show new jobs.

• Complete: If checked, will only show completed jobs.

Field Explained

Status Bar 

Appears if a Job is selected.

• Status: Displays the current Status of the job.

• Note field: Displays the Status Note.

• Req Date: Displays the date and time the customer requires the job.

• Due Date: Displays the date and time Production expects to complete the job.

Header Information

Appears if a Job is selected.

• Customer: The name of the customer.

• Contact: The customer's contact person.

• Reference: The job's reference which is on the source document.

• From: The source document type and number if one was used to create the displayed document (e.g. Sales Order).

• Assign to: The users the source transaction was assigned to.

• Rep: The sales rep selected on the transaction.

• Date: The transaction's date.

• Entity: The entity that was selected on the source transaction.

Fields

• Field Chooser (*): Allows fields to be added or hidden.

• Description: The description of the tasks.

• Duration: The duration of each task.

• Start: The Start date and time of each task. 

• Finish: The end date and time of each task.

Visual Representation

• Hourly: Displays the planning for the next week in hourly intervals.

• Quarter Days: Displays the planning in blocks of 6-hour intervals.

• Days: Displays the planning per day.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• 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