A project runs through six phases: Werkvoorbereiding (Work preparation), Materiaal (Material), Productie (Production), Transport, Montage (Assembly) and Oplevering (Handover). Beamcore takes the status of each phase from the plannings you already use. There is no second planning to keep up to date. You see the phases on the project page and on the central Planning page.
The phases on the project page
On the Overzicht (Overview) tab of a project, below the cards, you find the block Projectplanning van aanvraag tot oplevering (Project planning from request to handover). For each phase you see planned against actual, the progress and the status:
- Nog niet gestart (Not started yet), Bezig (In progress) or Afgerond (Completed).
- Aandacht nodig (Needs attention), Loopt achter (Running behind) or Geblokkeerd (Blocked).
- Geen gegevens (No data): there is nothing to show yet. Beamcore deliberately does not show 0% in that case.
- Niet zichtbaar in jouw rol (Not visible in your role): you may not see that module, so no figures are shown.
Below that are Wat er vandaag gebeurt (What happens today) and Aandachtspunten en blokkades (Points of attention and blockers). A phase that is not finished while the next phase should already have started according to the planning is listed there. The forecast puts Productie gereed (Production ready) next to the Opleverdatum (Handover date) and answers Opleverdatum haalbaar (Handover date feasible) with yes, no or cannot be determined. Click a phase to open the matching planning, if you may see that page. The block refreshes by itself.
The Production, Transport and Assembly phases are filled with data from the Production add-on (€99 per month per production line), the Transport and loading add-on (€149 per month) and the Assembly add-on (€59 per month per licence). Without that add-on, such a phase shows Geen gegevens.
The central planning
Go to CRM → Planning. Each project is collapsed on a single row with photo, name, project number, customer, progress, the current phase as a label and the handover date. In the timeline the six phases appear as blocks on their planned dates, with a blue dotted line on the handover date.
- Click the arrow in front of a project to show the six phases.
- Click a phase to see the rows beneath it: parts, elements, transports or assembly steps, with dates and the person responsible.
- Use Alles uitklappen (Expand all) or Alles inklappen (Collapse all) in the legend to open or close everything at once.
A row from production, transport or assembly is a link to the planning of that module.
Tiles, filters and window
At the top are four tiles: Vandaag (Today), Deze week (This week), Vertraagde taken (Delayed tasks) and Capaciteitsconflicten (Capacity conflicts). The last one counts employees who are overloaded this week and links to the capacity planning, if you may open it.
Above the timeline you search by name, project number or customer and filter by Klant (Customer) and Projectleider (Project leader). You only see the buttons Projectplanning (Project planning), Capaciteit (Capacity), Productieplanning (Production planning) and Montageplanning (Assembly planning) for pages you may open. Use Eerder (Earlier), Vandaag (Today) and Later to move the window of two or six weeks. You can read more about the timeline itself in Viewing the planning across all projects and downloading it as PDF.