Visual Scheduling Tips & Tricks

The order backlog

This chapter describes how to efficiently use the order backlog in the VSS

The order backlog in the VSS allows to quickly gain an overview of not yet allocated orders and to allocate these orders easily per drag and drop.

Allocate service item lines to resources

In the VSS, resource allocation is done by moving Service Item Lines from the 'not yet allocated' area to the service schedule - either from the service order backlog on the right to the service schedule or from the lower to the upper Gantt chart. Thus, new resource allocation entries are created. 

vss_allocate_orders

Collapse/expand

Using the collapse/expand feature in brings might come in very handy in a vast order backlog. You can show parts of your service orders you are currently focused on or hide others you don't want to see at the moment. Click the according items in:

collapse_expand_größer

the "Tree & Gantt Chart" view

vss_collapse_expand_lower_gantt_klein

the "Two Gantt Charts" view

You can also collapse or expand by context menu, this at the same time giving you the opportunity of collapsing all nodes of the same level at once.

vss_collapse_order_backlog2

Specify the collapsing level

If you usually work with one certain collapsing level, you might as well "instruct" the VSS to always start with the order backlog collapsed to this level. The “Setup” dialog, allows to specify three levels, the meaning of the levels being as follows:

1=Priority

2=Service Order

3=Service Item Line

AutoCollapseLevel3

Hide completely planned orders

By hiding completely planned orders, you can further clear up your order backlog. Usually, if all tasks of an order are planned, the order header still remains in the backlog. In the following screenshot you see that orders SO000019 has no tasks anymore, i.e. it is completely planned

vss_backlog_completely_allocated_job

To hide completely planned orders, open the "Setup" dialog and tick the "Hide Completely Planned Orders" checkbox. After having saved your modifications you'll see that these two orders no longer appear in the backlog tree. Of course, they will reappear if you untick the box again.

vss_hide_completely_planned_orders_animated_short

Filter the order backlog

Make use of the filtering option to see exactly the orders you are currently focussed on. The VSS offers filters especially for the order backlog (to be reached from the "Setup" dialog:

vss_setup_configure_backlog_filter3

In the "Filter List" dialog you can create new filters or edit existing ones. Let's assume, you currently have to deal with the high priority orders. So, define a filter with the according settings.

vss_edit_filter

Now, the order backlog only shows uncompleted orders:

vss_order_backlog_high_priority_result