Dashboard

Overview

Production Planning assists organisations in managing all their production tasks.  The Planning Dashboard displays a visual representation of the current and upcoming jobs.

The jobs are grouped by the different stages or departments as displayed on the left.

A legend is displayed in the top right corner.

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

Table of Contents

Buttons Explained

  • Refresh: Updates the dashboard with any changes made in production or on the Tracker.
  • 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.

Stages Section Explained

Buttons Explained

  • Update: Allows multiple records to be updated:
    • Shift: Provides a dropdown list of work shifts for users to select a shift for the stage.
    • Team: Changes the number of team members to the number typed in the adjacent block.
  • Edit: Allows the Shift and Team columns to be edited for each stage separately.
  • Save: Appears if Edit mode is active. Saves any changes. Greyed out if there are no changes to save.

Fields Explained

  • Field Chooser (*): Allows fields to be added or removed.
  • ID: The system-generated number for the entry.
  • Status: The stage's status.
  • Description: The name of the stage.
  • Code: The abbreviation for the stage.
  • Shift: The shift selected for the stage.
  • Team: The number of team members that usually complete the stage.
  • Update: The date on which the stage was last updated.
  • Updated by: The user who last updated the stage.

Graph Explained

  • X Axis:  
    • Lists the Stages (departments/cost centres/workstations) that have been set up for the organisation.
    • Shows a column for each Status as per the legend on the top left. The legend is clickable and can be used to hide or display specific statuses.
  • Y Axis:
    • Displays the Time for the task.
    • Estimate hours are shown for tasks that are not yet actively being produced.
    • Actual hours are shown for tasks that are being produced.

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