eFactoryPro Wiki

9.6 What is the purpose of the Star icon on the Schedule screen in the Planner Portal?

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Steps in the screenshots correspond to the numbers in the headings.

Ideally, tasks should be marked with the star during the early scheduling process, before Period Capacity scheduling. Both the Customer Planner and ATS employees with the Supervisor Role have the ability to Star a task. Once a task has been starred (by anyone), it is visible to all.

By default, all tasks will be loaded without being starred. An Event is added when the star is added so that you can see the details of when it happened.

The star remains on the task as it moves through the scheduling process.  To "star" a task, follow the instructions below.

1. From Navigation Pane in the Work Module click on Planner/Scheduler in eFACTORYPRO.

2. Click on Scheduling.

3. At the far right of the screen, the Stars are shown.

4. Click on the Star for any Tasks that you feel are the most important.

5. If you want to sort by the Starred items, simply click on the star in the header to bring them to the top, so you can schedule those first.

6. You also have the ability to filter by the Starred items.  To see only these items, click the Recommended option in the filters and hit Apply.

7. The grid will then show only the Tasks that have been starred.

If the task is not recommended, the star will be hollow.

A video on this topic can be found by clicking the following link:

What is the purpose of the Star icon on the Schedule screen in the Planner Portal?

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