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The Status Board displays each package as a card on a Kanban board.
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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), View Charts (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.
- 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 processors Division's queue. Each card includes Package details and links to package information.
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Filters
Project Filter - Filter the list of packages by one or more Projects.
Model Filter - Filter the list of packages by one or more Models.
- Division Filter - Filter the list of packages by one or more Divisions.
- Status Filter - Filter the list of packages by one or more Statuses.
Category Filter - Filter list of packages by one or more Categories.
Image Added- 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:
- Go to Admin > Company > Projects and set the color for the project.
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Videos
See the Packages Module Overview webinar CSG Webinar: STRATUS In-Depth Series, The Packages Module for more information.
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