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Planning Board - Customisation Toggle Options
Planning Board - Customisation Toggle Options

This article gives an overview of the new customisation options available to users, to give higher levels of visibility when planning.

Arynne Hargreaves avatar
Written by Arynne Hargreaves
Updated over 2 months ago

INTRODUCTION

We have added more options to the Customisation toggles that are available in the Planning board. These toggle options will allow you to be more selective in what you are able to add to your board; and will help to improve overall granularity of what is possible to display. Some new key features include:

  • 3 new Customised View options (A+/A-, Orders & Trips)

  • Improved visualisation consistency for all information

  • Additional fields for trips and stops

When accessing the customise panels, you will also notice that the view has been rearranged; for instance RESOURCES now appears at the top and not the bottom of the panel. We have also introduced some new toggle options, see the list below for more details.

SUMMARY OF CHANGES

NEW 3 customisable views available.

  • A+ Expanded View: Shows all the enabled toggles in the selected view (Timeline / Table)

  • A- Condensed View: Summary view showing reduced information. It is now possible to select which toggles you would like to show independently to what is displayed in the A+ view.

  • Trip / Order Detail Page: It is possible to further modify toggles in the Customise views, independent to what is selected to show in the Planning board. This can simplify the view and eliminate duplication of data that is already available in those screens.

NEW PLANNING BOARD - Customise options:

The new customisation view has been re-ordered to make more logical groupings.

  • Resources have been moved to the top and grouped with Resource Info.

  • Trip Info details TOTALS over the whole trip (Cargo Trip Totals / Revenue / Duration)

  • NEW options to include Trip Additional Fields (where configured)

  • Stop info gives specific details relating to the individual stop (Location / Cargo / Order)

  • NEW option to show DEPARTMENT if available on the customer order

  • NEW options to include Order Additional Fields (where configured)

  • NEW options to include Stop Additional Fields (where configured)

New Customise Toggles

Resources: Repositioned to the top of the panel. No change to available options.

  • Driver / Subcontractor

  • Container

  • Trailer / Draw-bar trailer

  • Tractor / Truck / Van

Resource info: Repositioned to the top of the panel.

MOVED: Trip Resources (container/trailer/vehicle/driver) to Trip Summary section.

  • Show resource groups

  • Indicate if resource is in use

  • Show empty resource lines

  • Additional line if combination is reused

  • Show resource extras

Trip summary(A+/A-): Will now show which view is being customised.

  • Trip/order resources

    • toggles for all trip/order secondary resources (container/trailer/vehicle/driver)

  • Cargo trip totals

    • Total quantity

    • Total loading meters

    • Total pallet spaces

    • Total volume

    • Total weight

  • Trip totals

    • Revenue

    • Duration

  • Additional info

    • Trip tags

    • End time

End Time:

Useful if using the TABLE view as it will display the time of the last stop.

Trip additional fields (A+/A-) NEW Trip Additional fields that are enabled in Configuration can now be shown.

  • Trip Default fields

  • Trip Custom fields

Stop summary (A+/A-)

  • Location

    • Location name

    • Country

    • Postal code

    • City

    • Time window

    • Pickup/delivery extras

    • Reference number

    • Trip name

  • Cargo

    • Quantity

    • Packaging type

    • Weight

    • Loading meters

    • Volume

    • Pallet spaces

  • Order

    • Customer

    • Department

Order additional fields (A+/A-)NEW Order Additional fields that are enabled in Configuration can now be shown.

  • Order default fields

  • Order custom fields

Stop additional fields (A+/A-) NEW Stop Additional fields that are enabled in Configuration can now be shown.

  • Stop default fields

  • Stop custom fields

Stop

  • Show info on click instead of hover

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