The Production module manages Projects and Tasks using different Views and Actions and is useful for companies that provide a computer-based Service at an hourly rate. Incl. Software Development, Architects, Designers, Writers and Accountants.
This module integrates with two Transaction Types:
Projects: Header + Items (Tasks) – that is, one Project contains many Tasks (Items). Tasks can be Items or Items on an Estimate.
Tasks: Each Task (Transaction) consists of a header and one Item. The Item Qty field is used for the Hr/s. The Tasks can be copied from the Project transactions, or they can be created in the Production module. Note: Only edit the Task Transactions in the Production module to make sure the Assign to and Status on Item and Header are synchronised.
Businesses can use the module to assign tasks to their staff and track the time staff take to complete those tasks. If applicable, these timekeeping records can be used to invoice customers. The interface to manage these records is known as the Production Board. This page explains the different views and actions that are available to manage tasks and timekeeping.
Production > Projects Transaction: Select a Transaction Type from the dropdown list in the Value column (e.g. Sales Orders). Once a Transaction is set to an Active status, the Project appears on the Production Board > Projects View.
Production > Tasks Transaction: Select a Transaction Type from the dropdown list in the Value column (e.g. Task Orders). Once a Transaction and Task (Item) is set to an Active status, the Task appears on the Production Board > Tasks View.
Projects Transaction: Select the Customer Transaction Type, which contains the Projects that appear at a Header level.
Tasks Transaction: Select the Customer Transaction Type which contains the Tasks and Services (If Estimates are used) that appear at an Item level. The selected type can be the same Transaction Type as the Projects, or it can be a direct parent Transaction.
Default: Item Categories used for Tasks (e.g. '=2', 'in (1,2,3)'): Add the Category IDs where Tasks are located – used in the Task lookup when a new Task is created.
Add an additional custom filter to the filter options to the left of the sign.
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Remove a filter from the filter options to the left of the sign.
View
Displays a list of tasks based on the selected filters.
Actions
Timekeeping:
Start (Unlinked): Starts a timekeeping record that is not linked to a task.
Start: Starts the timekeeping for the selected task.
Stop: Stops the active timekeeping record.
Edit: Add notes to the timekeeping.
Tasks
Batch Update: Applies the following changes to all the selected tasks (middle section) when you click Update (button):
Assign to: Assigns or removes the task to / from the User selected in the adjacent block.
Status: Changes the Status to the one selected in the adjacent dropdown list.
Category: Changes the Category to the one selected in the adjacent dropdown list.
Start Date: Changes the Start Date to the date selected on the calendar.
Due Date: Changes the Due Date to the date selected on the calendar.
Add a new Task: Add a task.
Order by Start: Order the tasks by their Start Dates.
Menu
Reset Data Filters: Resets all the filters.
Refresh: Refreshes the view to incorporate the latest changes.
Email Excel: Opens the default Email Template and attaches the list of tasks in .xlsx format.
Export Grid: Opens a file chooser for you to select where to save the list of tasks in .xlsx format (The file chooser is situated on the server, not the local desktop).
View: Changes the display to Projects, Tasks, Board (Operators) or Board (Categories).
A Data Filter can be used to filter Tasks by Date, User (Assign to), Project and Status. Functionality is available to add or remove custom Data Filters (e.g. Peter – Active; All – Active). The default filter is Today, and it cannot be deleted. When the Data Filter is edited directly, the Filter lookup is set to Custom.
Filter
Description
Custom filter (top row)
Lets you filter the records based on multiple options (e.g. User name and Active status).
Date
Select a date option (e.g. Today, This Week).
Date fields
Further refines the date selection if applicable.
Project
A dropdown list of available Projects for you to select a specific Project or All.
Assign to
Select a specific User or All.
Status Buttons
Only includes tasks that have the status of the checked Status buttons.
The status selections refer to the main Status Groups.
For example, if Assigned was set up to be an active status, then checking the box next to Active shows Assigned statuses.
