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 Division 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 processorDivision's queue. Each card includes Package details and links to package information.
   
   
   
   
   

2. Filters

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

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

   Processor
   1. Division Filter - Filter the list of packages by one or more
   Processors
   1. Divisions.
   Category
   1. Status Filter - Filter the list of packages by one or more
   Categories
   1. Statuses.
   Phase

   1. Category Filter - Filter list of packages by

   Phase including Office, Purchasing, Shop, and Field.

   1. one or more Categories.
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   2. 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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Color Code Cards

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.