Production Planning - Tasks

Overview

Production Planning assists organisations in managing all their production tasks. The Tasks View displays all the main tasks that are in the pipeline and shows the percentage complete, times and durations.

Navigation

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

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.
  • Start Date: The date on which production should start.
  • Due Date: The date on which production must finish the job.
  • Req Date: The date by which the customer requires the job.
  • Stage: The Production Stage.
ActionsChanges the selected Tasks as follows:
  • Batch Update: Changes the following fields when Update (button) is clicked and the change is confirmed:
    • Finish Date: Changes the Finish Date and Time to the date selected on the calendar and time field.
    • Stage: Changes the Stage to the one selected in the adjacent dropdown list.
    • Start Date: Changes the Start Date and Time to the date selected on the calendar and time field.
    • Status: Changes the status to the one selected on the dropdown list. Only applicable if a Stage is selected.
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:
  • Start Date
  • Activity Date
StageA dropdown list of Stages for you to select all or a specific stage.
ShowDetermines which jobs appear:
  • All
  • Active Tasks
  • Completed Tasks

Fields Explained

Field Description
SOSTAGEIDThe system-generated number for the stage.
StatusThe Work Order's Status.
StageThe name of the Stage.
WO No.The Work Order Number.
DateThe Work Order's Date.
ControllerThe name of the Controller.
RepThe name of the rep.
SO No.The linked Sales Order Number.
TypeThe Type of job (e.g. Production).
Req DateThe date on which the customer requires the job.
WO Due DateThe date on which Production must finish the job.
@ (WO Due Time)The time by which Production must finish the job.
CustomerThe name of the customer.
WO GroupThe Group that the Work Order is allocated to.
ComponentThe task's component.
DescriptionA Description of the Task.
WO ReferenceThe Reference filled in on the Work Order.
SupplierThe name of the supplier.
RoutingA colour-coded list of all the Stages that have tasks.
Start DateThe Task's Start Date.
@ (Start Time)The Task's Start Time.
Finish DateThe Task's Completion Date.
@ (Finish Time)The Task's Completion Time.
OperatorsThe name of the Operator.
Req QtyThe quantity Required.
Comp QtyThe quantity Completed.
Spoil QtyThe quantity Spoiled.
Out QtyThe quantity that is still Outstanding.
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.
Progress %The percentage progress of completing all the Tasks.
Menu (...)A submenu allowing you to:
  • View/Edit Job: Opens a list of all the tasks, with dates and durations.
  • Open Work Order: Opens the linked Work Order.
  • View Job Summary: Opens a job summary panel on the right with Costing and Timekeeping information.
  • Timekeeping
    • Start: Starts a new Timekeeping record.
    • Stop (Complete): Stops a Timekeeping record and mark the job complete.
    • Stop (Part Complete): Stops a Timekeeping record and mark the job incomplete.

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