Planning Board Setup

The QuickEasy Planning Board gives you the simplicity of a manual production board boosted with the processing power of a computer. This frees your production staff from wasting valuable time attending to progress queries. In addition, it ensures that your jobs are delivered on time, while also reducing overtime costs by keeping your production centres loaded.

The Planning Board gives Production Managers, business owners, and others, visibility and insight into production activity. This means better management of production stations, and improves staff and machine efficiency.

Navigation

Main Menu > Setup > Planning Board

1. Production Stages - This is where each stage of the Production process is listed. See below on how to edit or create a Production Stage.

2. Cost Centres - This is where Cost Centres are linked to a specific Production Stage. This ensures that, should a Service be linked to said Cost Centre, it will appear in the appropriate Production Stage. The screenshot below is an example of Cost Centre settings.

3. Suppliers - This is where you link Suppliers to a specific Production Stage. This ensures that, if you have outsource suppliers, you can see what work has been sent to the suppliers directly from the Planning Board, or what work needs to be sent, and so on.

How to Edit or Create a Production Stage

1. Description - This is where the Production Stage is named.

2. Status - This is where the various Status settings are added that are applicable to that Production Stage, with assigned colours.

3. Active / Group Items by Resource / Show Production Times - These settings affect how this Production Stage is displayed.

   • Active - If the check box is selected, the Production Stage is Active and can be assigned to a Production Staff member, and time can be logged on it.

   • Show Production Times - If the check box is selected, this setting enables the production times to be displayed in the Calendar.

   • Group Items by Resource - This enables multiple tasks on the same Cost Centre to be shown as one task.

4. Working Hours - These time parameters are the framework in which productive work takes place and are used to determine task start times as per the work load on the planning board. Quickeasy wont schedule tasks before 8am or after 5pm or on weekends by default.

Validated - For the Planning Board Stage to be valid it must have each of the default Statuses added to it: New Job, Ready, Part-Complete, Busy, and Complete.