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

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.
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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.
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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.