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Stages
Updated over a week ago

This article explains the second tab of the planboard settings, the stages. These allow you to set up your company's process. For example, a step in your production process, or a stage of a project.
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Note

A stage works differently than a status within vPlan. For more information please visit: Difference between stages and statuses explained.

Simply add a stage by clicking the green Add stage button. Name the stage and set up the stage using the Conditions, Notifications and Activities tabs.

Conditions

The Conditions tab allows you to define certain behaviors of your stage. The options found here are:

Delay (days)

If you want a fixed margin to be kept between this stage and the next, you can enter delay days. You enter the number of working days that should be between this stage and the next stage.
You can use this if, for example, after a stage 'Spraying' you want to insert a standard drying time of one day before the card is planned for the next stage. The delay is then one day. When planning a card, the stage after spraying is scheduled 1 day later by default. You can undo this in your planboard.

Plan efficiency

Your resources have capacity that you have defined in their schedule (when adding resources). If you don't want them to be completely full you can give the resources on a stage a plan efficiency of, say, 80%. vPlan will then already indicate at 80% planned capacity that the resource is full.

Not dependent of other stages

In vPlan, stages provide a fixed order of your work process. If you have fixed preparation, production, assembly you cannot plan the assembly stage on a date before production by default. You will get warnings.
If in your work process stages can start simultaneously or there is no fixed order in your process, you can use the option Not dependent of other stages. With this, vPlan no longer takes into account a fixed order and a plan card planned on this stage can start before other stages have started.

Notifications

In the Notifications tab you set up notifications on your capacity. Here you can choose whether you want to be able to see notifications on capacity. You turn this on easily by checking the checkbox.

With Capacity notification you indicate how you want to be notified on capacity in the planning board. By moving the sliders you indicate when the stage or resource has sufficient, critical and insufficient capacity.

Activities

The Activities tab displays which activities are available and which are already being used in another stage and are therefore not available in this one. vPlan thus knows in which stage which activities can be performed.

Drag an available activity to the left column Active to link this activity to this stage. It is possible to move an active activity to the middle column Available.
Unavailable activities are not editable. Go to the setup of the stage in which the activity is linked and make it available again. This makes the activity available again to link to another stage.

No matter which tab you are working in, you always have the option to save changes. Click the Save button at the bottom to save changes or a new stage. You can also delete existing stages by clicking the Delete button.

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