Production Planning - Board Tutorial

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.

These tutorials explain how the Planning Board works and how to use the related functions.

💡These tutorials explain how to use and filter the Production Planning Board.

How to Understand the Planning Board#

1. Navigate to Production Planning > Menu (button) > Board.
2. Click Refresh (button).
3. The top row, before the colour-coded blocks displays the following information:
   • Name of the Stage.
   • How many jobs must be produced.
   • How long it should take to produce those jobs.
4. Each job is summarised in a block and displays the following information:
   • Header (colour-coded according to the status):
     1. Job Number.
     2. Rep (if applicable).
     3. Customer Name or Internal (in this example Internal is the name of a customer account we created for internal jobs).
   • Schedule:
     1. The heading displays one of these options:
        • TTS (Time to Start): If the job is due to start soon (blue text).
        • NOW: If the job has to start now (white text on a blue background).
        • BUSY: If the job is currently in production (white text on a green background).
        • LATE and the number of hours: If the job is overdue (white text on a red background).
     2. Start (Est): The estimated start date and time.
     3. Start (Act): The actual start date and time.
   • Duration:
     1. Estimated: The estimated duration.
     2. Actual: The actual duration or zero if the job is still pending.
   • Progress:
     1. Required Qty: The quantity that is required.
     2. Complete Qty: The quantity that is completed or zero if the job is still pending.
5. The sequence of the information blocks depends on the order selected. For example:
   • The Jobs below a Stage are sorted by the jobs that must be done next.
   • The Stages are sorted based on which stage must first be completed before the next stage can start.

Filters and Adjustments#

How to Change the Column Sizes#

1. Navigate to the Board.
2. Click the arrows on the side of the block that shows 300 to increase or decrease the width of the columns.

How to Filter by Stages#

1. Navigate to the Board.
2. Click Stages (button) and check the stages you want to display and uncheck the stages you want to hide.
   • You can also use the options on the list to show All the stages or All (Not Empty).
   • You can also select Groups if they are created.

How to Filter by Rep#

1. Navigate to the Board.
2. Click Rep (button) and check the reps you want to display and uncheck the reps you want to hide.

Dates#

How to Adjust the Dates Based on Time#

1. Navigate to the Board.
2. Right-click the entry you want to schedule from and select Reschedule from Selected Stage.
3. Confirm the change on the popup.

How to Order all Stages by Start Date#

1. Navigate to the Board.
2. Click Actions (button) > Order All Stages by Task Start Date.
3. Confirm the change on the popup.

How to Order all Stages by Status and Task Start Date#

1. Navigate to the Board.
2. Click Actions (button) > Order All Stages by Status and Task Start Date. 
3. Confirm the change on the popup.

Viewing Detailed Information#

How to View/Edit Jobs#

1. Navigate to the Board.
2. Right-click an entry and select View/Edit Job.
3. See the Jobs Tutorial for more information on this feature.

How to View/Edit Notes#

1. Navigate to the Board.
2. Right-click an entry and select View/Edit Note.
3. Any existing note appears and can be edited; otherwise, enter a note in the block provided.

How to Highlight a Job#

1. Navigate to the Board.
2. Right-click an entry and select Highlight.
3. The job is highlighted in black across all the stages.
   • Note: Repeat the process to remove the highlight.

How to View a Kanban Board#

1. Navigate to the Board.
2. Right-click an entry and select Open Kanban Board.

How to View Linked Transactions#

1. Navigate to the Board.
2. Right-click an entry and select Open Transaction.
3. The source transaction (e.g. Work Order) is opened.

How to View the Job's Variances (Cost of Sales)#

1. Navigate to the Board.
2. Right-click an entry and select Open Cost of Sales.
3. You are switched to Cost of Sales with a filter applied that only shows materials for the job you clicked.
   • Note: The columns Variance and Var % show any variances.

How to View a Customer Summary#

1. Navigate to the Board.
2. Right-click an entry and select Open Customer Summary.
3. The summary is opened on the right panel.