Production Planning - Jobs

Overview

  • Production Planning assists organisations in managing all their production tasks.
  • The Jobs View displays all the jobs that are in the pipeline.
  • From this view, jobs can be moved into the Planning and Production Stages. This view also has multiple Actions that can be used to manage the jobs.
Navigation

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

Buttons Explained

Button Description
ResetResets the data filters.
ViewApplies the selected filters and refreshes the display.
GroupOption to group the jobs by one of the following:
  • Ungroup: No grouping is applied.
  • Due Date: The date on which production must finish the job.
  • Req Date: The date by which the customer requires the job.
  • Customer: Groups jobs by Customer.
  • Status: Groups jobs based on their statuses.
  • Rep: Groups jobs by Rep.
ActionsChanges the selected Jobs as follows:
  • Job Actions
    • Batch Update: Changes the following fields when Update (button) is clicked and the change is confirmed:
      • Due Date: Changes the job's Due Date and Time to the ones selected on adjacent calendar and time fields.
      • Req Date: Changes the job's Required Date and Time to the ones selected on the adjacent calendar and time fields.
      • Status: Changes the status to the one selected on the dropdown list (Production or Complete).
    • Set Due Date = Req Date: Sets the Due Dates to match the Required Dates.
    • Set Start/Finish from Now: Sets the Start Date and Time to now and adjusts the rest of the dates accordingly.
      • Times are set according to the allocated shifts and amount of time left at the end of the day. If less than 30 minutes, the task is moved to the next day. If more than 30 minutes, the task is split over two or more days.
    • Set Start/Finish from WO Due Date: Sets the Start Finish times based on the Work Order Due Dates.
    • Re-create Tasks: Recreates the tasks (e.g. if changes were made that affect the existing tasks).
  • Update Actions (All Jobs) 
    • 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.
  • 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

Filters Explained

Filter Description
SetLets you select a Date option (e.g. Today, This week).
← →Adjusts the custom dates forwards or backwards.
Date fieldsLets you set specific date options based on the option selected under Set.
Radio ButtonsFilters the dates based on the selected button. The options are:
  • WO Date
  • Req Date
  • Due Date
  • Activity Date
Status CheckboxesDisplays jobs with the selected Statuses (Pending, Active).
ShowDetermines which jobs appear:
  • All
  • Jobs with Active Tasks
  • All Tasks Completed

Fields Explained

Field Description
StatusThe Work Order's Status.
WO No.The Work Order Number.
DateThe Work Order's Date.
SM No.The Service Manager ticket number, if applicable.
SO No.The Sales Order number.
TypeThe Type of job (e.g. Production).
Req DateThe date on which the customer requires the job.
Req TimeThe time by which the customer requires the job.
Due DateThe date on which Production must finish the job.
Due TimeThe time by which Production must finish the job.
Due Date (PO)The time by which any Purchase Order must be complete (that is, the goods are received).
CustomerThe name of the customer.
ReferenceThe Reference filled in on the Work Order.
RepThe name of the rep.
ControllerThe name of the Controller.
RoutingA colour-coded list of all the Stages that have tasks.
OperatorThe name of the Operator.
Est HrsThe Estimated hours that the job should take.
Act HrsThe Actual hours spent on the job so far.
Var HrsThe difference between the Estimated and Actual hours.
Tasks %The percentage progress of completing all the Tasks.
Materials %The percentage progress of receiving all the materials.
Menu (...)A submenu allowing you to:
  • View/Edit Job: Opens a list of all the tasks, with dates and durations.
  • View on Board: Opens the job on the Board and highlights it in black.
  • Open Work Order: Opens the linked Work Order.
  • Open Sales Order: Opens the linked Sales Order.
  • View SM Ticket: Opens the linked Service Manager Ticket.
  • View SM Responses: Opens the responses (Notes and Attachments from the linked SM) on the side panel.
  • View Job Summary: Opens a job summary panel on the right with Costing and Timekeeping information.
  • View Tasks Progress: Opens a list of Tasks and displays their durations and progress (percentage complete).
  • View Materials Progress: Opens a list of Materials and the quantities that are required and available.

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