Production Planning - Board

Overview

Production Planning assists organisations in managing all their production tasks. The Board, also known as the Planning Board, displays a summary of all the jobs that are currently in production or queued to enter production.

Navigation

Main Menu > Production > Planning Board > Menu (button) > Board

Planning Board

Buttons Explained

Button Description
Layout
  • Layouts determine how much information appears.
    • Standard: 
      • Source documents' number and item description.
      • Person the job is assigned to and the customer's name.
      • Expected or actual start time and duration.
    • Compact:
      • Source document's number and item description.
      • Estimated or actual duration.
    • Extended:
      • Source documents' number and item description.
      • Person the job is assigned to and the customer's name.
      • Expected or actual start time and duration.
      • Description of the task.
RefreshUpdates the Board with any recent changes.
ActionsChanges all the records on the Board as follows:
  • Update Actions (All Jobs)
    • Set Start/Finish from Now (Stages): All the tasks across all Stages are set to now, ordered by Start Date. The Stages are reordered accordingly.
    • Set Start/Finish by Dependency (Stages): Tasks are moved if the previous task finishes before the next task starts. Cascading tasks, except for Outwork Tasks, are also moved.
  • Sorting Actions (All Jobs)
    • Order by Start Date: The Stage is reordered by the Task Start Date.
    • Order by Status > Start Date: The Stage is reordered by the status and then the Start Date.
Menu
  • Views: Switches the interface to one of the following views:
  • Settings 
    • Edit Stages
    • Edit Interval Colour: Edits the colours that show the times (e.g. if the job is pending, on time or late).
  • Layout
    • Save
    • Restore
    • Restore Default

Filters Explained

Filter Description
Stages
  • A dropdown list of all the Stages.
  • If checked, the stage is included on the Board.
250 (default display)
  • The column width of each column defaults to 250 but can be adjusted to be wider or narrower.

Fields Explained

Field Description
StageA Description of the Stage.
Description
  • Transaction Number | Job (Reference field on Work Order)
  • Rep | Name of Customer
  • Estimated Start Date and Time
Hr/s
  • The Estimated Hours if the job has not yet started.
  • The Actual Hours once the job starts.
Context Menu (right-click an item)
  • View/Edit Job: Displays all the tasks applicable to the job.
  • Highlight: Highlights the job across the Stages.
  • Open Work Order: Opens the linked Work Order.
  • Open Kanban Board: Opens the Kanban Board for the Stage the selected job belongs to.
  • Timekeeping
    • Start
    • Stop (Complete)
    • Stop (Part Complete)
  • Task Actions: 
    • Next Status
    • Previous Status
    • Complete
  • Stage Actions
    • Set Start/Finish from Now: Executed by Stage. All the tasks are set to now, ordered by Start Date. The Stage is reordered accordingly.
    • Order by Start Date: The Stage is reordered by the Task Start Date.
    • Order by Status > Start Date: The Stage is reordered by the status and then the Start Date.
    • View Status Key: Opens a popup displaying the statuses, their descriptions and colours. The popup is view only.
    • Export Grid: Exports the grid view.
    • Email Excel: Emails the Stage's grid as an Excel file (version 26.05 and later). It needs the same user access as Export Grid (see Grid Views).

Kanban Board

Buttons and Filters Explained

Button Description
Preview (filter)Displays details of the tasks.
250 (default display)The column width of each column defaults to 250 but can be adjusted to be wider or narrower.
Refresh (button)Updates the Board with any recent changes.

Columns Explained

Info

The Kanban Board only displays jobs for a particular Stage. Jobs can be dragged between the columns.

Column Description
PlannedDisplays all the Planned jobs.
ReadyDisplays all the jobs that are Ready.
Part CompleteDisplays all the jobs that are Partially Complete.
BusyDisplays all the jobs that are currently In Production.
CompleteDisplays all the jobs that are Complete.

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