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Production Planner

The Production Planner gives you an overview of selected jobs' key information such as the due date, production status, priority, and schedule timeline.

  • A job's status codes, status note, next steps, due date, priority and milestones can be easily and quickly updated by clicking on a job in the job list, then clicking the Update Traffic : Deadlines button.

    Click this button to quickly open a new job. The Insta-Job window makes adding a new job quick and easy. Enter the client name, give the job a name, pick a project and a job template and you're done.

    To print job reports, click the Print Report button. Job reports can be printed for all jobs or jobs for just one client, project, or AE/Team. The lists can also be printed for a range of status codes and dates. You can easily see all the jobs currently in-progress, or all the jobs opened for a specific client this year.

    To view the production planner and timeline for a specific client, choose the client from this pull-down menu.

    To view a specific project for this client, choose it from this pull-down menu. ALL is chosen by default and will show all open jobs for that client.

    Use this pull-down menu to view job timelines by individual days, weeks, or months.

    The job number and name is listed in this column. Jobs are listed alpha-numerically.

    The job's priority is listed in this column. It can be listed as postponed, whenever (no rush), normal, rush, killer rush, or Bleeding Rush (as in, drop everything!).

    The date the job is due is listed here.

    The production status of the job is listed in this column. Status codes group, sort, and manage jobs on windows, job lists, traffic reports, cost summaries, and billing worksheets. The status code is the single most important tool you have for managing jobs. Status codes are the basis for the daily and weekly job lists and traffic reports.

    The job timeline is displayed in linear graph format. The solid blue bars represent when work on the job started, and when it was completed. The longer the blue bars are, the longer it took to complete work on the job.

The Production Planner is your gateway to traffic management in Clients & Profits. This new feature works in conjunction with your Weekly Traffic Report. Unlike the Weekly Traffic Report, which shows a job’s milestone due dates, the Production Planner shows all open jobs, their due dates, production status, and priority.

The Production Planner takes a timeline view of the job status and traffic reports. The window lists open jobs by priority, displays graphically when each job starts and ends. Managers can better plan for new work using the Production Planner timeline, which graphically represents the time a job will be unfinished (e.g., worked on) in the shop.

To use the production planner, choose Jobr > Production Planner (Timelines)

• Double-clicking on a job will automatically take you to the job ticket window for the selected job.
• You can open a new job directly from the Production Planner (if you have the right permissions)
• Jobs are filtered by job type + production status
• You can find jobs by client, team, profit center, AE, and creative team member
• For each job you’ll see a timeline showing the elapsed time — job start date to job due date
• Clicking on the + sign displays the job’s tasks& their timeline, including the staff assigned to each task
• Your custom status code settings are used to build the open job list on the production planner (see Setup > Users)
• Double-click on a job in the timeline to open the Traffic/Deadlines window and see its full traffic status.
The Production Planner window opens, listing all of the shop's open jobs. Jobs are sorted by priority (i.e., bleeding rush, rush, normal, etc.) then by production status and job number.

Jobs can be sorted by job number, name/title, priority, due date, or production status by clicking on one of the list's column heading. The sort direction (i.e., ascending or descending) can be changed by clicking the up/down arrow. Clicking the previous month and next month buttons moves the timeline backward or forward one month at a time.

The Production Planner can be used to update the status, priority, due dates, and more for a set of selected jobs. By using the update buttons in the window's toolbar, you can change the jobs' production or billing status, change their priority, postpone the start date or due date, reschedule start dates or due dates, reassign traffic assignments, or close them.

In addition, a selected job ticket’s traffic information (i.e., status note, milestones, traffic assignments, etc.) can be updated by clicking on the traffic link.

Pro tip: Don’t rely on the printed calendar, it doesn’t scale. Instead, project the calendar on a big screen during production meetings.

Doesn’t use the slider like the daily job status to be more precise.

LEARN ALL ABOUT JOB TICKETS in this Clients & Profits classroom video training class (5:06 mins)

See how to :