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Production Week Setups

Production Scheduler

  • Start Date is default to the first date of the previous week.

  • No. of Weeks is default to 8

  • Users can change both fields and then update.

  • The first 2 columns display Opportunities in Commitment or Closed Won statuses but not yet scheduled.

  • Users can move opportunities to any week.

  • Total Amount for the week will be updated, and Leftover will be calculated based on Goal - Total Amount.

  • If Leftover < 0, the header’s color will be changed to orange.

  • Once an opportunity is scheduled (Production Scheduling Week is filled in), the Opportunity cannot be moved back from Commitment or Closed Won.

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