Working with Projects

M-Box User Support Article

M-Box is a Shop Floor Monitoring system with real-time equipment performance data and Built-in Project management functionality. This article explains how you can get started quickly with Basic and Advanced projects.

Glossary

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Basic project  –  A project to which you can schedule user tasks and production jobs

Advanced project  –  A project with products and work orders

Product (in project)  –  Any item for which there will be work orders within this project’s scope. A project can hold multiple Products

Work Order   –  Result from Products (in project) and are delegated to an (Operational) Department. The department head will create User tasks and/or Production jobs to complete the Work Order

User Task (Task)  –  A task needs to be completed by a person. Any user can create tasks on the system

Production Job (Job)  – Jobs are created when (partial) products go to a machine or workstation for handling

Quick Task/Job  –  Tasks or jobs that are created that have no connection to a project

Production Monitoring System Monitor-Box Logo Dark

M-Box Shop-Floor monitoring and manufacturing ERP

This User support article can be helpful when using the M-Box system. If you are new to M-Box or consider using the system, it will give you insight in functionalities and convenience of use.

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Basic and Advanced Projects

For novice users to the M-Box system, simply use the basic project functionality (by default your portal is set to basic projects). You will soon get familiar with the jobs and tasks and may decide you need detailed information for more complex projects (with multiple products and work orders). You can change the setting in your company layout to allow advanced projects.

Also, the system allows for upgrading of Basic Projects to Advanced Projects at any time.   

Roles in Projects

 

Role in ProjectsDescriptionRights and responsibilities
Tasks/JobsContributes to the project by completing tasks and jobs• Only sees own Tasks/Jobs.
• Can change status on these.
• Can access file attachments connected to their Tasks/Jobs.
Team memberContributes to the project by completing tasks and jobs.• Can see all Tasks/Jobs connected to the project
• Can change status on Tasks/Jobs created by or assigned to them
• Can access all attachments connected to the project
• Gets notifications for Tasks/Jobs created by or assigned to them
Project managerHas the final responsibility for the project. This person may not oversee the management of the project team daily• Can see all Tasks/Jobs connected to the project
• Can change status on all Tasks/Jobs connected to the project
• Can access all attachments connected to the project
• Gets notifications on each new Tasks/Jobs and status change.
Team LeaderOversees daily management of the project

 

Each project member should have one of the above roles, but none of these roles is mandatory. We recommend selecting at least one team leader or project manager.

Advanced Project Levels

Tasks and Jobs can be assigned to the different levels of the project: Project/Product/Work order.

This allows you to precisely allocate the User time and the Machine time that is tracked by M-Box. For example: activities that are related to the overall project but cannot be allocated to a specific product within the project. Or, activities that can be allocated to a product but not to an individual work order.

By assigning the Tasks and jobs on the correct level of the project, you will have the most accurate insight in the time spent for:

Project level: Tracks User time AND workstation time (total and productive time) of all tasks and jobs:
ProjectAssigned to that project + products + work orders
ProductsAssigned to that product + all work orders related to that product
Work ordersAssigned to that work order

Tip

For novice users to the M-Box system, simply use the basic project functionality (by default your portal is set to basic projects). You will soon get familiar with the jobs and tasks and may decide you need detailed information for more complex projects (with multiple products and work orders). You can change the setting in your company layout to allow advanced projects.

Also, the system allows for upgrading of Basic Projects to Advanced Projects at any time.   

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Please leave the questions you have after reading this article, so that we may be able to improve our explanations for better understanding. 

Useful Tutorials available in the M-Box Portal

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Orders >

  • Create Production Order > Step 1. Create Project
  • Create Production Order > Step 2. Add products to project
  • Create Production Order > Step 3. Create activity unit order for Product
  • Project and Order > Step 1. Create Project and Order
  • Project and Order > Step 2. Create New Project
  • Project and Order > Step 3. Add order to project
  • Make order type inactive
  • Make product group inactive