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FAQ/Job Plans - What fields can be edited from the Job Plan Grid?

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Frequently Asked Question re: Job Plans in the Planner Portal

There are a number of fields that can be edited from the Job Plan Grid without having to go into Edit Mode.

Double click on any one of these fields to bring up a drop-down that allows you to change the selection:

  • Task Priority:  1 through 5
  • Category:  Blank, PD or PM
  • Team:  All teams for your site are listed.

You can also change the Description by double clicking on it and a Text Box will appear to allow you to make changes.  Once you are satisfied, simply click off the Text Box.

  • Description:  Allows you to fix spelling errors or add more details.  This is a free-text box so there are no restrictions.

And finally, you can change the Duration by double-clicking on it.  This will bring up the "picker" that allows you to change the overall Task Duration.

  • Duration: Changing the duration here only affects the total task Duration.  It will not adjust the skillset duration(s) that may be present.

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