Create a Production Plan Table

1. Navigate to the Production Plan Table page.

2. In the toolbar of the Plans section, click Add.

   The section expands to display a form.

3. Complete the form, including the following information:

   • Name: Enter a Production Plan Table name.

   • Schedule Template: Select the desired Schedule Template.

     Only milestone tasks are used for planning.

   • Division: Select a division in which to add the Production Plan Table.

   • Description: Enter a description.

   • Start Date: Enter the estimated start date. An actual start date will be calculated based on the selected reporting interval.

   • End Date: Enter the estimated end date. An actual end date will be calculated based on the selected reporting interval.

   • Reporting Interval: Select the desired reporting interval. The following options are available:

     • Weekly: Starts on a Sunday and ends on a Saturday.

     • Bi-Weekly: Starts on a Sunday and ends on the 2nd Saturday. 

     • Semi/Bi-Monthly: 1-15th, 16th-end of month.

     • Monthly: Starts on the 1st of the selected Month, and ends on the Last day of the selected Month.

     • Quarterly: Jan 1 - Mar 31, April 1 - June 30, July 1 - Sept 30, Oct 1 - Dec 31.

     • Yearly: Starts on the 1st of the year of the selected year, and ends on the Last day of the year.

   • # of Intervals: This field is automatically populated based on data entered in the Start Date, End Date, and Reporting Interval fields.

   • Effective Start Date and Effective Completion Date: These are the actual dates that will be stored and used based on data entered in the Start Date, End Date, and Reporting Interval fields.

4. When the form is complete, click Submit.

   The Production Plan Table is created and appears in the Plans section.