Configure production planning

Choose the statuses, departments, task ownership, staff availability, priorities and capabilities that determine what the scheduler can plan.

Step by step

1. Open Settings → Production Planning and include only job statuses that represent executable or intentionally planned work.
2. Create or review production departments, then map each reusable task to its responsible department.
3. Confirm staff availability, working patterns and the capabilities used for assignment.
4. Review priority rules and any output or capacity overrides with the production manager.
5. Open the capacity view and scheduler for a representative week; compare demand, exclusions and available time.
6. Adjust one setup rule at a time and repeat the check before relying on automated draft planning.

Good practice

An empty or overloaded scheduler is often a setup signal. Check excluded statuses, unmapped tasks and availability before manually forcing work into the week.

When you are finishedThe weekly planner includes the right open work and matches it to realistic departments and people.

Before you begin

• Job statuses and reusable tasks are already defined.
• Staff records and normal availability are current.

Complete workflow

How the workflow moves

1. 01
   Define demand

   Choose the statuses and tasks that represent work the business intends to plan.

2. 02
   Map responsibility

   Assign task types to the production departments that own them.

3. 03
   Set capacity

   Maintain staff availability and capabilities so the week reflects realistic supply.

4. 04
   Validate the plan

   Compare a representative week in Capacity and Scheduler, then correct the setup rule behind any mismatch.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Included job statuses/settings/capacity-planning

Decides which open task work contributes to capacity and planning.

Open in SignBas3 →

Department task mappings/settings/capacity-planning

Places task demand in the production area responsible for it.

Open in SignBas3 →

Staff availability and capability/settings/capacity-planning

Constrains who can receive work and how much time the week can hold.

Open in SignBas3 →

Screen reference

What you will see

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.