Production Planning Tasks Tutorial

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.

💡These tutorials explain the Tasks View and the related functions.

How to View a List of Tasks#

1. Navigate to Main Menu > Production > Planning Board > Menu (button) > Tasks.
2. Adjust the filters as required.
3. Click View (button).

Editing Tasks#

How to Edit the Start Dates#

1. Display a list of tasks.
2. Select the entries you want to change. Use Shift + left-click to select a continuous block. Use Ctrl + left-click to select random records.
3. Click Actions (button) > Batch Update.
4. Update = Select Start Date.
5. Select a Date and Time from the adjacent blocks.
6. Click Update (button).
7. Confirm the change on the popup.

How to Edit the End Dates#

1. Display a list of tasks.
2. Select the entries you want to change. Use Shift + left-click to select a continuous block. Use Ctrl + left-click to select random records.
3. Click Actions (button) > Batch Update.
4. Update = Select Finish Date.
5. Select a Date and Time from the adjacent blocks.
6. Click Update (button).
7. Confirm the change on the popup.

How to Change Task Statuses#

1. Display a list of tasks.
2. Select the entries you want to change. Use Shift + left-click to select a continuous block. Use Ctrl + left-click to select random records.
3. Click Actions (button) > Batch Update.
4. Update = Select Status.
5. Select a Status from the dropdown list in the adjacent block.
6. Click Update (button).
7. Confirm the change on the popup.

How to Change Task Stages#

1. Display a list of tasks.
2. Select the entries you want to change. Use Shift + left-click to select a continuous block. Use Ctrl + left-click to select random records.
3. Click Actions (button) > Batch Update.
4. Update = Select Stage.
5. Select a Stage from the dropdown list in the adjacent block.
6. Click Update (button).
7. Confirm the change on the popup.

Filtering Views#

How to View Tasks According to their Start Dates#

1. Navigate to Tasks.
2. Set = Select a date option.
3. Click Start Date (radio button).
4. Click View (button).

How to View Tasks with Activity#

1. Navigate to Tasks.
2. Set = Select a date option.
3. Click Activity Date (radio button).
4. Click View (button).

How to View Active Tasks#

1. Navigate to Tasks.
2. Set = Select a date option.
3. From the dropdown list next to Show, select Active Tasks.
4. Click View (button).

How to View Completed Tasks#

1. Navigate to Tasks.
2. Set = Select a date option.
3. From the dropdown list next to Show, select Completed Tasks.
4. Click View (button).

How to View Tasks for a Specific Stage#

1. Navigate to Tasks.
2. Set = Select a date option.
3. Click Date fields (radio button).
4. From the dropdown list next to Stage, select the stage you want to view.
5. Click View (button).

How to Group Tasks#

1. Display a list of tasks.
2. Click Group (button) and select one of these options to group the tasks accordingly:
   • Ungroup
   • Start Date
   • Due Date
   • Req Date
   • Stage

Viewing Detailed Information#

How to View or Edit All the Components of a Job (Tasks)#

1. Display a list of tasks.
2. Right-click an entry and select View/Edit Job.
3. You are switched to the View/Edit Job interface. This view lists all the stages the job must go through, along with the expected times, quantities and progress.

How to View a Task's Timekeeping#

1. Display a list of tasks.
2. Right-click an entry and select View Job Summary.
3. On the Job Summary, which opens on the right, click Timekeeping (tab).
   • Note: You can drag the Job Summary panel to the left using the vertical ellipses in the centre to increase the width. You can double-click the Job Summary tab on the right to close the Job Summary.

How to View a Task's Costing Information#

1. Display a list of tasks.
2. Right-click an entry and select View Job Summary.
3. On the Job Summary, which opens on the right, click Costing (tab).
   • Note: You can drag the Job Summary panel to the left using the vertical ellipses in the centre to increase the width. You can double-click the Job Summary tab on the right to close the Job Summary.
4. Use the included functions to customise the Costing display as follows:
   1. Use the + - to expand or collapse the view.
   2. Check the checkbox next to Qtys to display quantities instead of values.
   3. Check the checkbox next to Values to display values instead of quantities.

How to View the Linked Work Order#

1. Display a list of tasks.
2. Right-click an entry and select Open Work Order.
3. The Work Order opens.

How to Start or Stop Timekeeping for a Task#

1. Display a list of tasks.
2. Right-click an entry and select one of the following under the Timekeeping heading:
   • Start:
     1. Starts a Timekeeping record.
     2. Sets the job's Status to Busy.
     3. Changes the background colour of the entry accordingly.
   • Stop (Complete):
     1. Stops the Timekeeping record.
     2. Sets the job's Status to Complete.
     3. Changes the background colour of the entry accordingly.
   • Stop (Part Complete):
     1. Stops the Timekeeping record.
     2. Sets the job's Status to Partially Complete.
     3. Changes the background colour of the entry accordingly.