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.
Buttons Explained
| Button | Description |
|---|---|
| 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 |
|
| Menu |
|
Capacity Graph Filters Explained
| Filter | Description |
|---|---|
| Date | 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 suppressed if there is only one entity. |
Capacity Hr/s Graph Explained
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) 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.
Loading Hr/s Graph Explained
- 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 appear for tasks that are not yet actively being produced.
- Actual hours appear for tasks that are being produced.
Stages Section Explained
Info
Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| 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
Info
Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| 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. |