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 selected action on all the records:
    • Reschedule Production: Reschedules production from the first stage. Used when jobs in the first stage are moved to prioritise a specific job. This action reschedules all the other jobs and stages accordingly.
    • If tasks are disabled, the button is disabled.
  • 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. 
      • 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

  • Entity: A dropdown list of Entities as selected for the transaction. This filter is supressed if there is only one entity.
  • 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, rep, and customer.
    • Description: The description is displayed below the status bar and is the information that is filled in on the work order's reference field.
    • Schedule Summary (next to the word Schedule): 
      • Only displayed if the task has been scheduled.
      • 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 display the word LATE highlighted in red. 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 should take in hours.
      • Duration Expanded (below the word Duration):
        • Estimated: Displays the estimated number of hours the job should take.
        • Actual: Displays the actual number of 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 popup 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 to change their statuses.
    • Open Transaction: Opens the source transaction (e.g. Work Order).
    • Open Cost of Sales: Opens the Cost of Sales interface and filters to the transaction linked to the clicked board entry.
    • 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 (These actions change if tasks are disabled.)
      • Reschedule From Selected Stage: Reschedules production from the selected Stage. Used when jobs in the selected stage are moved to prioritise a specific job. This action reschedules all the other jobs and stages accordingly.
      • A confirmation message explains the steps:
  • Moves all Tasks to a current date/time while preserving the sort order of the selected Stage.
  • Checks and removes cascading Job dependencies.
  • Adjusts the order of cascading Stages for a best fit while preserving dependencies.
  • Works around Locked and Busy Tasks.
  • Order by Task Start Date: Changes the display so that jobs are ordered by their Start Dates.Order by Status and Task Start Date: Changes the display so that jobs are first ordered by their Statuses and then by their Start Dates. Statuses are arranged in this order: Busy > Part-complete > Ready > Planned.
    • Order by Task Start Date: Changes the display so that jobs are ordered by their Start Dates.Order by Status and Task Start Date: Changes the display so that jobs are first ordered by their Statuses and then by their Start Dates. Statuses are arranged in this order: Busy > Part-complete > Ready > Planned.
      • Order by Task Start Date: Changes the display so that jobs are ordered by their Start Dates.
      • Order by Status and Task Start Date: Changes the display so that jobs are first ordered by their Statuses and then by their Start Dates. Statuses are arranged in this order: Busy > Part-complete > Ready > Planned.

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