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The Status Board displays each package as a card on a Kanban board.

Table of Contents

Summary

Packages Status Board

The column headers are taken from your company's Tracking Statuses. Tracking Status updates can be made on this board by moving a card from one column to another. The tracking status for all assemblies and parts included in the moved package will update.  Each card contains information or links to information including:

  • Package Name, View Details (Link)
  • Project Name
  • Due Date - Targeted Due and calculated number of days until due
  • Hours - Estimate and Actual
  • Tasks and Percent Complete - Number of Tasks, Number of Tasks Done, the percent of tasks complete, number of Assemblies, and number of Parts.
  1. After a processor has been added to a package, the package will display on the Packages > Status Board. Here you can move individual package cards on a Kanban board (Issued for Fabrication, Issued for Purchasing, Purchased, etc.) to update the processor's queue. Each card includes Package details and links to package information.




  2. Project Filter - Filter the list of packages by one or more Projects.

  3. Model Filter - Filter the list of packages by one or more Models.

  4. Processor Filter - Filter the list of packages by one or more Processors.
  5. Category Filter - Filter the list of packages by one or more Categories.

  6. Phase Filter - Filter list of packages by Phase including Office, Purchasing, Shop, and Field.


  7. Date Window Filter - When enabled the date window filter will filter the schedule data table to items whose date is a specified number of days before and after the current date. This tool is targeted at those who prefer to view packages within a consistent date range window every time the page is loaded. See the Date Window Filter article for more information on using this feature.

To color code status cards by project.

  1. Go to Admin > Company > Projects and set the color for the project.



Videos

See the Packages Module Overview webinar CSG Webinar: STRATUS In-Depth Series, The Packages Module for more information.




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