Production Planning - Gantt Tutorial

Overview

Production Planning assists organisations in managing all their production tasks.  The Gantt View displays the job in detail and includes a visual representation of the job sequence.

These tutorials explain the Gantt View and the related functions.

Navigation Example: Main Menu > Production > Production Planning > Menu (button) > Gantt

Table of Contents

How to Understand the Gantt View

ℹ️ The Gantt View lists all the tasks that must be performed for a particular stage and displays a visual representation of their durations. It requires either a Stage or a Job to be selected.

  1. Navigate to Production Planning > Menu (button) > Gantt.
  2. Stage = Select a stage from the dropdown list or
  3. Job = Select a job from the dropdown list.
  4. Click View (button).
  5. If a stage is selected:
    • The stages are listed on the left
    • The durations of the jobs are blocked off and colour-coded according to their statuses.
  6. If a job is selected:
    • A Status Bar displays the following information:
      • Status: The status of the job.
      • Status Note: Any status note.
      • Required Date: The date and time by which the customer requires the job.
      • Start Date: The scheduled or actual start date and time.
      • Due Date: The date and time by which Production is scheduled to complete the job.
    • The Header section displays the following information that is filled in from the transaction (e.g. Work Order):
      • Customer
      • Contact
      • Reference
      • From
      • Assign to
      • Rep
      • Date
      • Entity
    • All the stages applicable to the job are listed on the left.
    • The duration of each stage is blocked off on the calendar and colour-coded according to its status.

How to Change the Time Scale of the Gantt Display

  1. Navigate to Production Planning > Menu (button) > Gantt.
  2. Click Hours, Quarter Days, or Days next to Time Scale on the top row.
  3. Select a Stage or Job from the respective dropdown lists.
  4. Click View (button).

How to Filter Tasks by their Statuses

  1. Navigate to Production Planning > Menu (button) > Gantt.
  2. Stage = Select a stage from the dropdown list or
  3. Job = Select a job from the dropdown list.
  4. Click View (button).
  5. Check the checkboxes next to New or Complete on the top row.
  6. Click View (button).

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