Board View

Overview

Production Planning assists organisations in managing all their production tasks.  The Board displays a summary of all the jobs that are currently in production or queued to enter production.

Navigation: Main Menu > Production > Production Planning > Menu (button) > Board

Table of Contents

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.

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