Difference between revisions of "Customising the Planning View in Logistics Management"
From Catalyst
Katy Kitchen (talk | contribs) |
Katy Kitchen (talk | contribs) (→Permanent Basis) |
||
| Line 6: | Line 6: | ||
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. | ||
| − | === | + | === Default Planning View === |
Go to {{PlatinumModuleSettings|{{TI}}|Planning Display Customisation}}. | Go to {{PlatinumModuleSettings|{{TI}}|Planning Display Customisation}}. | ||
You will see the following columns: | You will see the following columns: | ||
| − | *The first column is the order in which the items will show across the Planning Display. | + | * The first column is the order in which the items will show across the Planning Display. |
| − | *The {{DataPrompt|Field}} column allows you to choose the items to view in the Planning Display. Pressing {{KeyPress|F1}} or {{KeyPress|S-F1}} will scroll you forwards/backwards through the list of available items. | + | * The {{DataPrompt|Field}} column allows you to choose the items to view in the Planning Display. |
| − | *The {{DataPrompt|Width}} column is where you can specify the width of the column shown on the screen. | + | ** Pressing {{KeyPress|F1}} or {{KeyPress|S-F1}} will scroll you forwards/backwards through the list of available items. |
| + | * The {{DataPrompt|Width}} column is where you can specify the width of the column shown on the screen. | ||
| + | |||
{{Note|text=In some instances, you may not use all the space in a field and to get more items on the screen, you can reduce the amount of space that it uses on the Planning Display. Be careful not to lose useful information though!}} | {{Note|text=In some instances, you may not use all the space in a field and to get more items on the screen, you can reduce the amount of space that it uses on the Planning Display. Be careful not to lose useful information though!}} | ||
| − | |||
| − | |||
| − | ==== | + | * The {{DataPrompt|Heading}} field defaults to the name of the item used in the {{DataPrompt|Field}} column and can be changed if you want to make it clearer to the users. |
| − | + | * If the field chosen is one of the text blocks which have multiple lines, use the {{DataPrompt|Line/Item}} column to show which line of the text block is to be displayed. | |
| − | + | ||
| − | + | ==== Customise for Specific Users ==== | |
| − | + | You may customise the planning screen for a specific user e.g. if a user needs to see a specific field which is not necessary for or useful to other users. | |
| − | + | ||
| − | Press {{KeyPress| | + | Go to {{PlatinumModuleSettings|{{TI}}|Planning Display Customisation}}. |
| + | * Press {{KeyPress|F5}}. | ||
| + | * At {{DataPrompt|Employee}} enter the relevant {{DataValue|Employee Code}}. | ||
| + | ** Press {{KeyPress|C-F1}} and click {{Button|List}}. | ||
| + | ** Select the employee in the list and click {{Button|Choose}}. | ||
| + | * Amend the fields to suit this employee | ||
| + | ** To remove a column simply enter ''0'' in the {{DataPrompmt|Field}} column. | ||
| + | * Press {{KeyPress|Esc}} and {{Button|Accept}} the changes. | ||
=== Temporary Basis === | === Temporary Basis === | ||
Revision as of 11:02, 3 October 2017
 |
This article or section is out of date and scheduled for a review. Be aware: Content may not match the current version of Platinum. |
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.
Default Planning View
Go to " Reports & Settings Maintenance Options System Administrator Module Settings Logistics Management Planning Display Customisation".
You will see the following columns:
- The first column is the order in which the items will show across the Planning Display.
- The "Field" column allows you to choose the items to view in the Planning Display.
- Pressing <F1> or <Shift+F1> will scroll you forwards/backwards through the list of available items.
- The "Width" column is where you can specify the width of the column shown on the screen.
 | In some instances, you may not use all the space in a field and to get more items on the screen, you can reduce the amount of space that it uses on the Planning Display. Be careful not to lose useful information though! |
- The "Heading" field defaults to the name of the item used in the "Field" column and can be changed if you want to make it clearer to the users.
- If the field chosen is one of the text blocks which have multiple lines, use the "Line/Item" column to show which line of the text block is to be displayed.
Customise for Specific Users
You may customise the planning screen for a specific user 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
- To remove a column simply enter 0 in the Template:DataPrompmt column.
- Press <Esc> and [Accept] the changes.
Temporary Basis
Go to " Logistics Management Job Planning".
- Press <F2> to pull up a list of today's jobs.
- Hold down the left mouse button on the relevant column heading and "drag and drop" it to suit your display requirements.
- Platinum will save these column positions until you exit the Planning Display.
See also
