Why:

The Planning Overview screen is used to view the planning timeline for a range of vehicles.

 

Where:

From the Vehicle Order View, click on the Planning icon or choose Actions > Planning Overview.

 

How to Use the Vehicle Order Planning Overview:

By default the Planning Overview screen displays the same list of vehicles as the workbench from which it was launched. These default filter settings may be changed by selecting Filter from the View menu, or clicking on the Filter icon.

The screen is divided into a left-hand pane showing vehicle details an a right-hand pane showing the planning timeline.  The relative sizes of these panes can be adjusted by dragging the vertical bar that divides them.

Vehicle Details Pane - Scroll left and right in the left hand pane to reveal different columns of information. Columns may be re-sequenced by dragging-and –dropping column headings. The default sort sequence is by descending Days to Completion. This may be changed by clicking on any other column heading. Double-click on a vehicle order in the vehicle details pane, or right-click and select Open, to access the vehicle order maintenance screen.

 

Timeline Pane - Today’s date is highlighted. Use left and right hand scroll bars in the timeline pane to scroll backwards and forwards. Click on the Reset to Today icon to reposition the screen to the current date. Click the task block to populate the notes fields at the bottom of the screen. These fields have the same function as the notes boxes in the Planning Detail screen. Double-click on a vehicle order in the timeline, or right-click and select Planning detail, to access the detail plan for the chosen record.

 

Related Topics:

Creating Amending Vehicle Orders.