Production Planning

💡These articles explain how to set up production planning and manage Work Order jobs, materials, outwork and tasks, with answers to common questions.

Articles#

• Production Planning FAQ and Troubleshooting: Answers common production planning questions about planning boards, operators and workstations, and lists fixes for common production errors.
• Production Planning Jobs: Describes the buttons, filters and fields of the production planning Jobs list view.
• Production Planning Jobs Tutorials: Shows how to batch update production jobs and open a job's materials, tasks, outwork and Work Order.
• Production Planning Materials: Describes the buttons, filters and fields of the production planning Materials list view.
• Production Planning Materials Tutorials: Shows how to edit and batch update production materials, create and open resolve transactions, and view linked items and Work Orders.
• Production Planning Outwork: Describes the buttons, filters and fields of the production planning Outwork list view for work sent to outside suppliers.
• Production Planning Outwork Tutorials: Shows how to edit and batch update outwork entries, create and open resolve transactions, and view linked items and Work Orders.
• Production Planning Setup: Explains how production planning is set up: the organogram and the Transaction Types, Copy Rules and statuses it uses.
• Production Planning Setup Tutorials: Shows how to prepare the Transaction Types, Copy Rules, production statuses and user access for production planning.
• Production Planning Tasks: Describes the buttons, filters and fields of the production planning Tasks list view.
• Production Planning Tasks Tutorials: Shows how to edit and batch update production tasks, view linked items and Work Orders, and start, stop and edit task timekeeping.