Customising the Planning View in Logistics Management

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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'.

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.
  • 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


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Keywords AND Misspellings
customise, view, jobs, ticket, planning, planning screen