Production Planning - Calendar

Overview

Production Planning assists organisations in managing all their production tasks. The Calendar provides a snapshot of the outstanding jobs.

Navigation

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

Buttons Explained

Button Description
RefreshUpdates the Calendar with the latest data.
ActionsChanges all the records on the Board as follows:
  • Global Actions
    • Reset Planning Board: This Action executes the following General Actions in this order:
      • Set Due Date = Req Date
      • Set Task Start/Finish from WO Due Date
      • Set Start/Finish from Now (Stages)
      • Set Start/Finish by Dependency (Stages)
    • Set Start/Finish from Now (Stages): All the tasks are set to now, ordered by Start Date. The Stage is 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.
    • 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

Filters Explained

Filter Description
WO No.Enter a WO No. to only show tasks for that number.
StagesA dropdown list of Stages to select which Stages to display.
View
  • A dropdown list of interval options:
    • Weeks
    • Days (15 min)
    • Days (6 min)
Radio buttonsChanges the display to show Stages or Jobs on the calendar.

Fields Explained

Field Description
X Axis (Top Row)Displays the dates.
CalendarDisplays calendars for the next three months. You can click any date to show the Jobs for that date.
Y Axis (Left)
  • Stage radio button selected: Lists the Stages. Inserts the number of the source document and a description of the job (mouse-over for full details).
  • Jobs radio button selected: Lists the Jobs. Inserts the stage and details of the job (mouse-over for full details).
Tools (bottom-left)Checkboxes, if checked:
  • Move between Stages: Lets you drag and drop the entries between Stages.
  • Auto move next: Automatically moves the linked Tasks when a task is moved.
Menu (...)A submenu that can also be accessed by right-clicking an entry, with the following functions:
  • Stage Actions
    • Set Start/Finish from Now
    • Order by Start Date
    • Order by Status > Start Date

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