> For the complete documentation index, see [llms.txt](https://docs.paledo.de/7doD8BRz3n5IiVGP4B0G/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.paledo.de/7doD8BRz3n5IiVGP4B0G/english/modules/aufgaben/graphische-plantafel.md). # Graphical planning board User guide: Graphical planning board in Paledo The **Graphical planning board** is a powerful module in Paledo for **visual, calendar-based fine planning** of orders, operations, and reports as well as other events. In a **calendar view** intuitive planning and rescheduling of tasks is enabled via drag & drop. This module is used to optimize workflows and efficiently allocate resources.
> **Note:**\ > The categories, colors, timelines, and vertical groupings displayed in the planning board (e.g. by resource, order type, plant area, fault, repair, maintenance) are **defined individually in Paledo's system configuration**. This guide refers to using the planning board from the end user's perspective, not to its configuration. Information on configuration can be found in a separate guide. ## 1. Purpose and benefits of the Graphical Planning Board The Graphical Planning Board offers numerous advantages for daily planning work: * **Visual planning:** Enables a clear display of tasks grouped by relevant criteria such as resource, order type, plant area, etc. * **Time-accurate assignment:** Tasks can be scheduled exactly on days and time periods. * **Quick rescheduling:** Changes to dates, durations, or responsibilities can be made easily via drag & drop or through a detail window (flyout). * **Resource-efficient deployment planning:** Provides a clear overview of the workload of employees, teams, and equipment. * **Improved communication:** Promotes transparent planning and coordination between different departments and teams. * **Ideal for various areas:** Particularly suitable for maintenance, technical services, and production-related planning processes. ## 2. Access and system requirements * **Module access:** The Graphical Planning Board is accessed via the Paledo desktop client as well as the web client. It is available as a standalone module. * **User rights:** Appropriate user roles and permissions in Paledo are required to access and use the planning board. These determine whether a user may only view the planning board or also actively plan and make changes. The permissions are derived from the corresponding object permissions. In addition, there is a general right to open the planning board. * **Technical recommendations:** For optimal display and operation, a wide screen or a dual-monitor setup is recommended so that the calendar view can be used to its best advantage. ## 3. Interface layout and navigation The Graphical Planning Board interface is clearly structured and designed for intuitive operation. #### Main view The main view consists essentially of: * **Time axis (horizontal):** Displays the calendar days (e.g. Monday through Sunday of a week). * **Grouped rows (vertical):** Shows the tasks grouped according to the criteria defined in the system configuration (e.g. resources, order types, plant areas, categories such as "shutdowns", "faults", "repair", "maintenance"). * **Calendar entries as colored blocks:** Represent the individual tasks, orders, or reports. The color of the blocks may also depend on configuration and can, for example, visualize status or priority. #### Top menu bar At the top of the planning board you will find a menu bar with various functions: * **Save and close:** Saves all changes made and closes the planning board. * **Save:** Saves all changes made; the planning board remains open. * **AI:** (Functionality may be context-dependent) Refers to possible AI-supported planning assistance, if the module is available. #### Time navigation Above the calendar view is the time navigation: * **Arrow keys (< >):** Page forward or backward by week. * **Today:** Jumps to the current week. * **Date display:** Shows the currently displayed period (e.g. "5 May - 11 May 2025"). ## 4. Calendar view and grouping The strength of the planning board lies in its flexible and customizable calendar display. #### Time axis By default, the horizontal time axis shows the days of a week (e.g. Monday, 5th to Sunday, 11th). Depending on configuration and filtering, the displayed period may vary. #### Vertical grouping The vertical rows of the planning board group tasks according to predefined criteria. This grouping is crucial for clarity and can, for example, be based on: * **Resources:** People (e.g. Emil Blitz, Stephanie Hofmann), teams (e.g. T-ME01 - Mechatronics Team 1), external companies. * **Structural features:** Plant areas (e.g. small parts production, lamination). * **Order attributes:** Order types, priorities. * **Planning categories:** As shown in the screenshot, e.g. "shutdowns", "faults", "repair", "maintenance", "superordinate maintenance". #### Calendar entries (task blocks) Planned tasks, orders, or reports are displayed as colored blocks in the planning board. * **Color:** The color of a block can have different meanings (e.g. status, priority, order type) and is defined in the system configuration. * **Information on the block:** Important brief information can be shown directly on the block, such as the task title ("resolve voltage issue"), the order number ("10007041"), and the assigned resource ("Emil Blitz"). * **Icons:** Small icons on the blocks can visualize additional information, e.g. a person icon for assigned employees or a document icon for reports/operations. ## 5. Planning via drag & drop One of the core functions of the Graphical Planning Board is the intuitive planning and rescheduling of tasks using drag & drop. {% hint style="warning" %} **Drag & drop is available exclusively in the web client (Blazor).** In the Windows desktop client, date changes are made via the context menu (right-click on the item) or via the flyout panel. {% endhint %} #### Drag tasks into the planning board New tasks that are not yet scheduled can be dragged directly from other Paledo modules (e.g. an order list or the reporting module) onto the desired day and grouping row (e.g. a specific resource or plant area) in the planning board. #### Move tasks within the planning board Already planned tasks can simply be moved with the mouse to another day or to another grouping row. * **Reschedule date:** Drag the task block horizontally to another day. * **Change resource/group:** Drag the task block vertically to another row (e.g. from employee A to employee B or from "repair" to "maintenance", if allowed by configuration). #### Adjust task duration The planned duration of a task can be adjusted directly in the calendar by dragging the right or left edge of the task block with the mouse, thereby lengthening or shortening it. ## 6. Appointment information and editing (flyout) A flyout window is available for detailed information about a task and for editing specific attributes. #### Open flyout Clicking on a task block in the planning board opens the flyout window on the right-hand side. At the top of the flyout, the title of the operation is displayed (e.g. "Intellicam CV camera / 10007041") as well as icons for editing (pencil icon, if a separate edit form exists) and closing (X icon) the flyout. #### Displayed information The flyout shows comprehensive details for the selected appointment: * **Title of operation:** (e.g. "resolve voltage issue") * **Planned period:** Start and end date and time (e.g. "Tue, 6 May 00:00 - Wed, 7 May 00:00"). * **Order no.:** The unique order number. * **Title (order/operation):** The detailed title. * **Description:** Detailed description of the task (e.g. "voltage too high, poor product quality"). * **Product quality:** If applicable, specific details about product quality. * **Actual hrs:** Recorded actual hours for the operation. * **Status:** The current processing status of the operation (e.g. "Released"). #### Editing options in the flyout Various attributes of the appointment can be adjusted quickly directly in the flyout: * **Change date:** Using a date field (e.g. "06.05.2025") with a calendar icon, the start date (and implicitly, if the duration remains the same, the end date as well) can be modified. * **Change assigned person:** The responsible employee (e.g. "Blitz, Emil") can be selected via a dropdown menu or removed/changed using the X icon. * **Change assigned team:** The responsible team (e.g. "T-ME01 - Mechatronics Team 1") can be selected via a dropdown menu or removed/changed using the X icon. * **Change status:** The status of the operation (e.g. "Released") can be adjusted via a dropdown menu. All changes in the flyout are usually visible in the planning board immediately. ## 7. Change feedback & undo function (toast notification) After a change has been made in the planning board (e.g. by dragging and dropping an appointment or making an adjustment in the flyout), a temporary notification appears in the lower right corner of the screen, also called a "toast". This notification provides direct feedback about the action performed: * **Type of change:** Indicates what was changed (e.g. "date change"). * **Details of the change:** Specifies the change (e.g. "06.05.2025 -> 07.05.2025"). * **Task identification:** Names the affected task (e.g. "mat transport / 10007042"). * **Undo option:** Usually offers an option, often an icon such as a curved arrow, to quickly and easily undo the last action. This function increases operational safety and makes it easy to correct accidental changes. ## 8. External company planning in the Graphical Planning Board The Graphical Planning Board is also ideally suited for planning assignments for external service providers (external companies). * **Display as a resource:** External companies can be configured and displayed in the planning board as separate rows (resources). * **Task assignment:** Orders and operations to be carried out by external companies can be assigned to them directly via drag & drop or through the flyout. * **Integration with FREGA:** Optionally, integration with the Paledo module FREGA (external company gateway) may exist. This enables automated communication and data exchange with external partners regarding the planned assignments. ## 9. Navigation, filters & views (left sidebar) A collapsible sidebar on the left side of the planning board offers extensive navigation, filter, and view options to adapt the display of tasks to individual needs. #### Open/close sidebar The sidebar can be opened and closed using a burger menu icon (≡) at the top left. #### "Filters" section The filter options are located in the upper part of the sidebar. These make it possible to specifically reduce the number of displayed tasks. * **Text search:** A free text field enables searching for terms in the task details. * **User filter:** * Checkbox "All users": Shows tasks of all users or allows selection of specific users. * Selection field: Individual users (e.g. "Hofmann, Stephanie", "Bieber, Fabian") can be selected here to show only their tasks. Selected users appear as "pills" with an X for removal. * **Workstation filter:** * Checkbox "All workstations": Shows tasks of all workstations or allows selection of specific workstations. * Selection field: Used to select the workstations to filter by. * **Plant area filter:** * Checkbox "All plant areas": Shows tasks of all plant areas or allows selection of specific areas. * Selection field: Individual plant areas (e.g. "small parts production", "lamination", "other plants", "sorting") can be selected here. Selected areas appear as "pills". All activated filters can be combined to obtain a highly focused view of the relevant planning units. #### "View / Grouping" section In the lower part of the sidebar, settings for grouping and displaying calendar entries can be made. * **Planning board group (dropdown selection):** This dropdown menu controls the primary vertical grouping of tasks in the planning board (e.g. grouping by resources, by order type, by plant areas). The available groups are defined in the system configuration. * **Show/hide all categories (checkbox):** This option (e.g. "All categories") controls the visibility of rows that do not correspond to a specific active filter selection, or serves to show or hide higher-level categorizations. ## 10. Typical use cases The Graphical Planning Board is a versatile tool that can be used effectively in various areas. #### Maintenance * Planning and scheduling technical reports, maintenance orders, and inspections. * Coordination of repair measures and fault rectification. * Overview of parallel maintenance measures and resource utilization (employees, teams, tools). * Visualization of preventive maintenance plans. #### Production * Planning of setup operations and machine conversions. * Coordination of support services from technical departments for production. * Planning and monitoring of external company assignments in the production environment (e.g. for special maintenance or installations). * Visualization of production downtime and the resolution of its causes. ## 11. Frequently asked questions and tips | Problem | Solution / tip | | ----------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | | A certain entry is not visible | Check the active filters (user, workstation, plant area) in the left sidebar. Also make sure the correct period is selected in the time navigation. | | An entry cannot be moved | Check your user permissions. The status of the operation may also prevent rescheduling. | | A certain category/group is missing | The available groupings and categories are defined in Paledo's system configuration. If necessary, contact your administrator. | | The color scheme of the blocks is unclear | The meaning of the colors is also defined in the system configuration. Ask your administrator for a color legend or corresponding information. | | Changes are not applied | Make sure you click "Save" or "Save and close" after making your changes. | | How do I undo a change? | Use the undo option in the toast notification, which appears briefly after each change. | ## 12. Summary The Graphical Planning Board in Paledo is the central tool for visual fine planning of tasks and resources. Its strength lies in the clear, calendar-based display, the intuitive drag & drop operation, and the flexible customization options via filters and groupings. Features such as change feedback with an undo option and the detailed editing options in the flyout enable an efficient and user-friendly planning experience. It helps planners keep track, use resources optimally, and react quickly to changes in operational processes. *** --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.paledo.de/7doD8BRz3n5IiVGP4B0G/english/modules/aufgaben/graphische-plantafel.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.