Difference between revisions of "Customising the Planning View in Logistics Management"

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== Summary ==
 
== Summary ==
 
The following article explains how to customise the Job Planning view.
 
The following article explains how to customise the Job Planning view.
  
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== More Information ==
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== More Information ==
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The Job Planning view screen can be customised either on a temporary basis or on a permanent basis, and for each user if necessary.  
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The Job Planning view screen can be customised either on a temporary basis or on a permanent basis, and for each user if necessary.
  
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=== Permanent Basis ===
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== Permanent Changes ==
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Go to {{Menu|{{TI}}|Maintenance Options|Parameters|Planning Display Customisation}}.
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Go to {{PlatinumModuleSettings|{{TI}}|Planning Display Customisation}}.
  
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You are now presented with various columns:
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=== Default Planning View ===
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*The far left most column is the order across the planning display the items will show.
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The {{DataPrompt|Employee}} will show {{DataValue|General Users}}.
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*The {{DataPrompt|Field}} column contains all the fields accessible from the planning view that you can make appear on your planning screen.  Pressing {{KeyPress|F1}}/{{KeyPress|S-F1}} will scroll you forwards/backwards through the list.
 
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*The {{DataPrompt|Width}} column is where you can specify the width of the column shown on the screen.
 
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*The {{DataPrompt|Heading}} field defaults to the name of the token used in the {{DataPrompt|Field}} column and can be over-typed.
 
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*If the field chosen is one of the text blocks. the {{DataPrompt|Line/Item}} column is used to depict which line of the text block is used.
 
  
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=== Temporary Basis ===
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* Any changes you make in here will apply to all users.
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Go to {{Menu|{{TI}}|Job Planning}}
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* See [[How do I configure my logistics planning?|How do I Configure my Logistics Planning?]] for an explanation of how to amend this screen.
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*Press {{KeyPress|F2}} to pull up a list of today's jobs.
 
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*Now, by selecting the column headings, you can drag them round to suit your display requirements.
 
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*Platinum will save these column positions until you exit the planning view.
 
  
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== See Also ==
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=== Specific Employee Planning View ===
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*[[Entering Logistics Management Jobs]]
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You may customise the planning screen for a specific employee e.g. if a user needs to see a specific field which is not necessary for or useful to other users
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*[[Viewing Current Haulage Jobs]]
 
  
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{{KB_Tags|customise, view}}{{KB_TI}}
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Go to {{PlatinumModuleSettings|{{TI}}|Planning Display Customisation}}.
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* Press {{KeyPress|F5}}.
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* At {{DataPrompt|Employee}} enter the relevant {{DataValue|Employee Code}}.
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** Press {{KeyPress|C-F1}} and click {{Button|List}}.
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** Select the employee in the list and click {{Button|Choose}}.
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* Amend the fields to suit this employee.
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** See [[How do I configure my logistics planning?|How do I Configure my Logistics Planning?]].
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** To remove a column simply enter ''0'' in the {{DataPrompt|Field}} column.
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* Press {{KeyPress|ESC}} and {{Button|Accept}} the changes.
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== Temporary Changes ==
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Go to {{Menu|{{TI}}|Job Planning}}.
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* Press {{KeyPress|F2}} or click {{Button|Search}} to pull up a list of today's jobs.
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To move a column e.g. to move the {{DataPrompt|Date}} column across to the left hand side of your screen, hold down the left mouse button on the column heading to be moved.
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* ''Drag and drop'' it to suit your display requirements.
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See [[How do I change the order of columns?|How do I Change the Order of Columns in Platinum?]] for more information.
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== See also ==
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* [[How do I create a logistics job?]]
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* [[How do I configure my logistics planning?]]
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{{KB_Tags|customise, view, jobs, ticket, planning, planning screen}}
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{{Hint}}{{KB_TI}}{{ZN_Admin}}

Latest revision as of 05:29, 12 April 2019

Summary

The following article explains how to customise the Job Planning view.

More Information

The Job Planning view screen can be customised either on a temporary basis or on a permanent basis, and for each user if necessary.

Permanent Changes

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Logistics Management Planning Display Customisation".

Default Planning View

The "Employee" will show 'General Users'.

Specific Employee Planning View

You may customise the planning screen for a specific employee e.g. if a user needs to see a specific field which is not necessary for or useful to other users

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Logistics Management Planning Display Customisation".

  • Press <F5>.
  • At "Employee" enter the relevant 'Employee Code'.
    • Press <Ctrl+F1> and click [List].
    • Select the employee in the list and click [Choose].
  • Amend the fields to suit this employee.
  • Press <Esc> and [Accept] the changes.

Temporary Changes

Go to " Logistics Management Job Planning".

  • Press <F2> or click [Search] to pull up a list of today's jobs.

To move a column e.g. to move the "Date" column across to the left hand side of your screen, hold down the left mouse button on the column heading to be moved.

  • Drag and drop it to suit your display requirements.

See How do I Change the Order of Columns in Platinum? for more information.

See also


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Keywords AND Misspellings
customise, view, jobs, ticket, planning, planning screen
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