Settings

in administration > settings , you can customize how planeus works in following tabs planning objects planning workbench import / apis reporting security auto activation by default, new order items are “activated”, which means they will automatically appear in the workbench for feedback if you prefer to check them first before letting them be seen by workbench users, you can disable this so you can activate each order manually before it appears in the workbench column configuration choose exactly what information you want to see in your lists for planning objects — and in what order it appears drag and drop columns between visible and not visible sections the sequence you set here decides how columns show up in list views for things like projects, order items, production orders, work steps, and processes for external partners , you can also set up a separate column view for work steps and processes this way, you control which details your partners can see planning enable the "free move" option in timeline / manufacturing planning turn this on if you want to drag and drop any tasks anywhere on the gantt charts, without following predecessor successor relations enable the "optimize utilization" option in manufacturing planning enable this to use automatic tools like “optimize utilization left/right” in the manufacturing planning gantt chart it helps you quickly fill gaps and balance workloads throughput time optimization let planeus automatically shorten throughput times when creating your schedule, so you can process and complete your operations faster fix production orders when scheduling enable this to let planeus locks it in place to keep your plan unmovable when you schedule a production order you can unlock it later if you need to make changes other gantt chart functions docid\ m qt1guwmhqrdizdgg22e choose whether you want work steps in the gantt charts colored based on resource groups or articles this makes it easier to spot patterns and organize your view standard period for timeline and manufacturing planning set the default time range you want to see when yoy view the gantt charts default scheduling direction decide whether planeus should schedule order items forward (from today into the future) or backward (from the delivery date backward) move work steps across different groups enable this if you want to shift work steps to different resources outside of their original group it’s helpful when you need flexibility in your resource assignments object labeling pick what details you’d like displayed on the bars in the resource gantt chart — for example, order numbers, article names, or other key info workbench auto complete predecessors when you confirm a work step, planeus automatically marks any earlier steps as completed so you don’t have to do it manually plausibility check enable this if you want to make sure you only report quantities in a work step that match or are less than what was reported in the previous step workbench the basics docid\ fqgajv odiglckcdedouu mandatory fields make quantity and duration fields required so users always enter this important information during feedback anonymous feedback allow users to send feedback without saving their name, for more privacy if needed custom headings change the labels for work steps and processes to fit your terminology and needs terminal quantity check on completion when you switch this on, users can only mark a work step as finished if the reported quantity matches the yield from the previous step scrap is counted as part of the total quantity terminal automated feedback on primary work steps when enabled, planeus automatically marks primary work steps as done whenever you give feedback on their related secondary steps that way, you only need to enter feedback for the secondary steps manually terminal autologout choose how many minutes of inactivity will log users out automatically to keep your system secure import / apis for details about importing data or connecting planeus to other systems importing & api integration docid 16nw wlhysffwfbadvek9 reporting here, you can adjust settings for calculating reports such as reporting docid\ xkywbqn1kpuzz8zicplgx and reporting docid\ xkywbqn1kpuzz8zicplgx security here, you can decide whether users need 2 factor authentication to log in to planeus this is a global setting for your entire system 2 factor authentication docid\ xxwj7tywax5a5 9r5m0gb