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. It includes a capacity graph which displays how much available time the group has.

Shifts and operators can also be managed from this interface.

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

Table of Contents

Buttons Explained

View: Displays and refreshes the dashboards.
Edit: Allows the number of resources in the Stages section and the Shift in the Staff section to be edited.
Save: Saves any changes if fields were edited.
Actions:
- Batch Update: Updates all the selected records when Update, Add, or Remove buttons are clicked. Applies to the Stages and Staff sections.
  - Stage section > Shift: Adds or removes the shift selected from the dropdown list.
  - Stage section > Resources: Changes the number of resources (e.g. operators) to the number typed in the adjacent block.
  - Staff section> Shift: Changes the shift assigned to a staff member to the one selected from the dropdown list. This change is permanent and changes the shift under My Organisation as well.
  - Staff section > Stage: Changes the operator's stage to the one selected from the dropdown list.
Menu:
- Reset Data Filters: Resets any of the selected filters.
- 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.

Filters Explained: Capacity Graph

Date: A dropdown list to select a date (e.g. This Month, This Week).
Date Fields: Allows a custom date to be entered.
Job Due (radio button): Applies the date filters to the job due dates.
Task Start (radio button): Applies the date filters to the Task Start dates.
Arrows: Adjusts the date in the direction of the arrow.
Released (checkbox): Checked by default. Displays Loading for Production Tasks that are neither Pending nor Complete.
On Hold (checkbox): Displays Loading based on Pending Tasks. Unchecked by default.
Entity: A dropdown list of Entities as selected for the transaction. This filter is supressed if there is only one entity.

Graph Explained: Capacity Hr/s

This graph depicts the total hours available for the stage for the selected period. The hours on which jobs are scheduled are marked in red, and idle time is marked in green.

Capacity is calculated as follows:

Available (Hrs): Select the total hours from Shifts linked to the Stage adjusted by the Resource count.

Loading (Hrs): Total Task hours less Actual Hours.

Groups are consolidated into one Stage. The Queue Stage is excluded from the Loading Calculation.

Capacity (Hrs): Available (Hrs) minus Loading (Hrs).

Y Axis (vertical):
- Lists the Stages (departments/cost centres/workstations) that have been set up for the organisation.
- Shows a section for Available and Loading (busy) as per the legend. The legend is clickable and can be used to hide or display sections.
X Axis (horizontal):
- Displays the hours available for that station for the selected date range.

Graph Explained: Loading Hr/s

Y Axis (vertical):
- Lists the Stages and shifts allocated to the stages.
- 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.
X Axis (horizontal):
- 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.

Stages Section 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.
Stages: The stage codes.
Shifts: The shifts selected for the stage.
Resources: The number of team members / resources needed to complete the stage.
Updated: The date on which the stage was last updated.
Updated by: The user who last updated the stage.
Active Jobs: Displays the transaction number of the active jobs.

Staff Section Explained

Field Chooser (*): Allows fields to be added or removed.
ID: The system-generated number for the entry.
Staff: The name of the operator.
Stage: The stage's code.
Shifts: The shifts selected for the staff member.
Active Jobs: Displays the transaction number of the active jobs.