Capacity Indicator by Project Type
Activation
To use the capacity indicator features for <<Project Type>>, you must activate the module <<Work Order Totals by Project Type>>.
Permissions
In the permissions grid, there are two permissions to manage the capacity indicator:
"Project Type" in the "Configuration" section, which allows updating the list of project types (view, edit, and delete)
"Order Analysis" in the "Tools" section, which allows the user to view totals by project type on the Order Analysis page.
Access
In the configuration menu, under "Manufacturing", you’ll find the "Project Type" menu. This menu is only visible if the "Project Type" permission is granted.
If both the module and the "Order Analysis" permission are enabled, the "Order Analysis" menu will appear under "Analysis" in the Tools menu.
Projet Type
The “Project Type Management” window allows you to view the list of project types in a table and update the types using the buttons (New, Edit, Delete).
To add or edit a project type, both the French and English descriptions must be filled in.
In the “Project Type” window, empty fields and duplicates are not allowed.isés
Product
In the product sheet, when the module is activated (regardless of permission), a new tab and a table with checkboxes will appear.
Through this table, the user can select one or more project types.
Order Analysis
Order Analysis is a window that lists orders containing at least one product with an assigned Project Type, based on certain customizable filters.
In the orders table:
There are columns showing the names of the project types.
The Project Type column will not be displayed if no products are defined. In other words, the table only displays columns for products with an assigned project type.
Each column shows the total of products assigned to the order, by project type.t.