Production Planning

💡These articles explain the Production Planning module: its views, Production Stages and settings, with setup tutorials and a tutorial for each view.

Articles#

• Board Tutorial: Shows how to customise the Planning Board, adjust jobs, edit job statuses and start timekeeping.
• Calendar Tutorial: Shows how to view stages and jobs on the Calendar and move jobs between stages and time slots.
• Dashboard Tutorial: Shows how to view and use the capacity and loading dashboards.
• Jobs Tutorial: Shows how to view, filter and manage jobs in the Jobs View and change their active statuses.
• Materials Tutorial: Shows how to view and filter the materials needed for jobs and change their statuses.
• Outwork Tutorial: Shows how to view and filter outwork, change outwork statuses and view its costing information.
• Production Stages: Describes the Edit Stages interface and the fields for setting up the Production Stages that jobs go through.
• Production Views: Lists the articles on each Production Planning view: the board, calendar, dashboard, jobs, materials, outwork, tasks and Switch responses.
• Settings (Production Planning): Lists the user settings, general settings and Work Shifts needed to use Production Planning.
• Setup Tutorials: Shows how to set up Production Planning, including user access, Work Shifts and Production Stages.
• Tasks Tutorial: Shows how to view, filter and group tasks and edit their dates, statuses and stages.