Create Job + Schedule Tasks

Turn a target date and rough labour totals into a saved job with draft task backlog, then choose how to schedule it.

"Create the job first, then decide: auto-place from Job Management or schedule manually?"

Create job form

What you enter

Target/install date
Rough labour estimates for Machining, Edging, Assembly, and Install
Optional "Extras" minutes for one-offs

Create first, then choose a scheduling path

Create Job now always does the same first step:

creates the job
stores your labour estimate
creates draft planning tasks from labour estimate buckets (unscheduled backlog tasks)

Save to backlog mode with labour totals

Option 1: Schedule tasks on Job Management (optional auto-schedule)

On Job Management, use the Schedule tasks panel to let Cabneo place the existing draft tasks onto real capacity:

pick Schedule from (not-before date)
review the placement preview (earliest/latest dates + centres)
review warning lines when Cabneo uses hard-cap, auto-span, or horizon fallback rules
expand Show details for stage rows
see provenance copy like From Labour Estimate
open checklist setup links (Task Checklists / installation checklists) in a new tab
click Schedule tasks to commit the placement (button label becomes Schedule anyway when overbook/horizon warnings are present)

When Cabneo places tasks on calendar-visible dates, it opens Centre Schedule so you can see the result immediately. A Back to job link in Centre Schedule returns you to Job Management if needed.

Option 2: Manual scheduling (Centre Schedule / Triage)

After Create Job save:

On Job Management, review draft tasks and confirm workstation mapping (grouped by centre).
Click the Schedule manually in Centre Schedule link — Centre Schedule opens with the sidebar pre-filtered to that job's unscheduled tasks.
Drag tasks onto calendar days to build the schedule visually.
Click the day itself to open Run Sheet for centre/day detail, or click a scheduled task for quick crew assignment. Use Dispatch when you want more explicit crew/day timing.

Tip: A workstation is the specific station a task is assigned to. Workstation mapping determines which centre the task appears under. See the Glossary.

How labour estimates map to planning

Labour estimates become the job's planning budget.
Capacity uses scheduled tasks with estimated time as committed load.
Unscheduled demand is shown separately in Capacity Planning until work is placed on a day.
In labour-estimate mode, only stages you budget contribute to capacity and run sheet totals.
"Extras" are stored for explainability, but are not automatically placed on a centre/day by default.

To trace where hours landed, open Capacity Planning for a centre/day, then open the Centre Day Run Sheet to see tasks grouped by job with hour subtotals.

Create Job + Schedule Tasks: You need to create a job, then choose auto-schedule or manual scheduling.
Centre Schedule: You want to place or move work onto specific days manually.
Dispatch: You want to assign or verify crew work for a specific planned day.
Capacity Planning: You want to check overload or underuse across the week.
Run Sheet: You need the actionable execution list for a centre/day.
Triage: You need to clean up unscheduled or slipped work.