Production Planning - Dashboard Tutorial

Overview#

Production Planning assists organisations in managing all their production tasks. The Dashboard displays a visual representation of the current and upcoming jobs.

The jobs are grouped by the different stages or departments. A legend appears in the top left corner.

These tutorials explain how to use the Dashboard.

💡These tutorials explain how to use the Production Planning Dashboard and change its resources and shifts.

How to Understand the Planning Dashboard#

1. Capacity representation: 
   • Graph at the top left which is grouped and displays the available time for that group in green, and the scheduled time in red.
   • Includes a clickable legend to only show Available or Loading (scheduled jobs).
2. Loading representation (scheduled jobs): 
   • Graph at the bottom right which shows all the scheduled jobs by status.
   • Each stage is represented by a column.
   • Includes a clickable legend to only show certain statuses.
3. A list of stages:
   • Lists the stages, shifts, resources and active jobs.
   • The number of resources can be changed.
   • Shifts can be added or removed.
4. A list of staff (staff who are operators):
   • Lists the operators, the stages they are allocated to, their shifts and active jobs.
   • The shifts can be changed.

How to Change the Number of Resources#

1. Navigate to the Dashboard.
2. Click View (button).
3. To change a single stage's resource:
   1. Click Edit (button).
   2. Overtype the number in the Resources column.
   3. Click Save (button).
4. To change multiple stages:
   1. Click Actions (button) > Batch Update.
   2. Hold down Ctrl key and click the entries to change.
   3. Select Resources from the dropdown list next to Update.
   4. Enter the number of resources in the adjacent block.
   5. Click Update (button).
   6. Confirm the change on the popup.

How to Change the Shifts#

1. Navigate to the Dashboard.
2. Click View (button).
3. To change a single stage:
   1. Click Edit (button).
   2. Select a shift from the dropdown list in the Shifts column for Stages or the Shift column for Staff.
   3. Click Save (button).
4. To change multiple stages:
   1. Click Actions (button) > Batch Update.
   2. Hold down Ctrl key and click the entries to change.
   3. Staff:
      1. Select Shift from the dropdown list next to Update.
      2. Select a shift from the dropdown list of shifts.
      3. Click Update (button).
      4. Confirm the change on the popup.
   4. Stages:
      1. Select Shift from the dropdown list next to Update.
      2. Select a shift from the dropdown list of shifts.
      3. Click Add (button) to add the shift to the stage or click Remove (button) to remove that shift from the stage.
      4. Confirm the change on the popup.