Difference between revisions of "Customising the Planning View in Logistics Management"
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The following article explains how to customise the Job Planning view. | 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. | 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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* Any changes you make in here will apply to all users. | * Any changes you make in here will apply to all users. | ||
| − | * See [[How do I | + | * See [[How do I configure my logistics planning?|How do I Configure my Logistics Planning?]] for an explanation of how to amend this screen. |
=== Specific Employee Planning View === | === Specific Employee Planning View === | ||
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** Select the employee in the list and click {{Button|Choose}}. | ** Select the employee in the list and click {{Button|Choose}}. | ||
* Amend the fields to suit this employee. | * Amend the fields to suit this employee. | ||
| − | ** See [[How do I | + | ** See [[How do I configure my logistics planning?|How do I Configure my Logistics Planning?]]. |
** To remove a column simply enter ''0'' in the {{DataPrompt|Field}} column. | ** To remove a column simply enter ''0'' in the {{DataPrompt|Field}} column. | ||
* Press {{KeyPress|ESC}} and {{Button|Accept}} the changes. | * Press {{KeyPress|ESC}} and {{Button|Accept}} the changes. | ||
| Line 34: | Line 34: | ||
* ''Drag and drop'' it to suit your display requirements. | * ''Drag and drop'' it to suit your display requirements. | ||
| − | See [[How do I | + | See [[How do I change the order of columns?|How do I Change the Order of Columns in Platinum?]] for more information. |
== See also == | == See also == | ||
| − | * [[ | + | * [[How do I create a logistics job?]] |
| − | * [[How do I | + | * [[How do I configure my logistics planning?]] |
{{KB_Tags|customise, view, jobs, ticket, planning, planning screen}} | {{KB_Tags|customise, view, jobs, ticket, planning, planning screen}} | ||
{{Hint}}{{KB_TI}}{{ZN_Admin}} | {{Hint}}{{KB_TI}}{{ZN_Admin}} | ||
Latest revision as of 05:29, 12 April 2019
Contents
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'.
- Any changes you make in here will apply to all users.
- See How do I Configure my Logistics Planning? for an explanation of how to amend this screen.
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.
- See How do I Configure my Logistics Planning?.
- To remove a column simply enter 0 in the "Field" column.
- 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
