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 appears in the top right corner.

Navigation Example

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

Buttons Explained

Button Description
RefreshUpdates 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 appear on the graph.

Stages Section Explained

Buttons Explained

Button Description
UpdateLets you update multiple records:
  • Shift: Provides a dropdown list of work shifts for you to select a shift for the stage.
  • Team: Changes the number of team members to the number entered in the adjacent block.
EditLets you edit the Shift and Team columns for each stage separately.
SaveAppears if Edit mode is active. Saves any changes. Greyed out if there are no changes to save.

Fields Explained

Field Description
Field Chooser (*)Lets you add or remove fields.
IDThe system-generated number for the entry.
StatusThe stage's status.
DescriptionThe name of the stage.
CodeThe abbreviation for the stage.
ShiftThe shift selected for the stage.
TeamThe number of team members that usually complete the stage.
UpdateThe date on which the stage was last updated.
Updated byThe user who last updated the stage.

Graph Explained

  • X Axis:
    • Lists the Stages (departments/Cost Centres/workstations) 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 appear for tasks that are not yet actively being produced.
    • Actual hours appear for tasks that are being produced.

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