The article outlines the steps to select dates to view on the production board.

 

PURPOSE

To guide users in configuring the Production Planner view by selecting a custom date range, enabling effective planning and visibility.

 

KEY BENEFITS

  • Enables targeted viewing of production schedules
  • Helps users focus on relevant planning periods
  • Streamlines decision-making based on accurate date filtering

 

FOLLOW STEPS BELOW:

 

1. From within the Sync Toolbar, Click on the ‘Production Planner’

2. Select the From Date i.e. the date to start planning from

3. Enter in the number of months to view after the From Date, this defaults to 3 months

4. Click the Refresh Icon to refresh the Planning Board

 

ADDITIONAL NOTES

Ensure that the From Date is aligned with your production planning window.

The number of months selected will determine the time span displayed on the planner.

 

NB. For a quick tutorial watch below