Toolbar section

This section is used to save, refresh, revert, and filter the data.

  • Save: Submits the workbench changes to LN.
  • Refresh: Retrieves the data from LN, based on the selected departments and the specified Start and End Date.
  • Manual Refresh: This option allows you to retrieve the activities from LN since the last refresh. It is enabled when the Auto Save option is set to ON and Auto Refresh is set to OFF in the User Settings section.
Note: Auto Refresh and Manual Refresh are only supported for Service Order and Work Order origins.
  • Revert: Reverts the changes made to the selected assignments.
Note: In Employee based planning, if you use the Revert option, the selected object is reverted to the last committed state. However, when working with the Serial or Installation Group based planning, using the Revert action reverts the modifications of the entire data.
  • Departments: The departments defined in LN are displayed in a list based on the selected origins. Initially, the data of the departments linked to the user profile and other selected departments is retrieved. Next, the list of employees linked to the selected departments is retrieved. Finally, the activities of the selected origins, assigned to the department or employees, or both are retrieved, irrespective of the departments to which these orders and activities are linked.
Note: When you click Save Defaults, the Work Centers, PMOs, Purchase Offices, Sales Offices and Accounting Offices linked to the origins other than Service are saved and displayed when you access the workbench next time. For Service, the service departments are always retrieved based on the service user profile.
  • Start Date – End Date: A date range is selected using the Start and End date fields. The user can specify the required time span between the start and end date using the Time Horizon option in the User Settings section.
  • Auto Refresh: When Auto Refresh is set to ON in the User Settings section, the indicator displays if Auto Refresh is in progress (Green = On and Grey = Off).
  • Workspace: The Workspace menu contains the pre-defined layouts that the users can set and save as required. Users can also adjust, or resize, or minimize the sections and save the layout of their choice.
Note: When using the Installation based planning mode with Employee based planning, the toolbar options work independently for the respective section.

Example

The user can first select the Full Gantt On Top layout, minimize the map section, and re-arrange the planned activities section of the layout. Select the Save Defaults option to retain this layout.

Settings Menu

The menu on the toolbar contains these options:

  • User Settings: Displays the User settings screen. You can configure the required options and settings on this screen.
  • Save Defaults: Use this option to save the workbench settings. The settings include:
    • User Settings
    • Layout Personalization
    • Grid Personalization
    • Grid filters

When any setting or UI layout is changed, an indicator is displayed.

  • Clear Defaults: Clears the user settings data for the current user from LN.
  • Get Defaults: Discards the unsaved changes made to the user settings and applies the last saved settings to the workbench.
  • About: Displays the version of the workbench.