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.

💡These tutorials explain how to use the Production Planning Gantt view.

How to Understand the Gantt View#

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).