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?"
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)
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)
- 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
Option 2: Manual scheduling (Centre Schedule / Triage)
After Create Job save:
- On Job Management, review draft tasks and confirm workstation mapping (grouped by centre).
- Open Centre Schedule; unscheduled tasks appear in the sidebar.
- Drag tasks onto calendar days to build the schedule visually.
- Click a scheduled task to assign crew.
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.
Related views
- 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.
- Capacity Planning: You want to check overload or underuse across the week.
- Run Sheet: You need today's actionable task list for a centre/day.
- Triage: You need to clean up unscheduled or slipped work.