Evolution ERP Documentation

The Production Activities Calendar lays out a full working week (Monday to Saturday) as columns, with a card for every activity due in that week. It pulls together the three streams of work that hit the factory floor — production shop orders, requisitions and picking — so you can see at a glance what is due, for whom, and how far along it is.

Each card is colour-coded by completion status, can be searched and filtered, and links back to the underlying project. Use the calendar as your daily planning board and to spot bottlenecks before they become late deliveries.

Where to Find It

Manufacture → Calendar.

The calendar opens on the current week. Use the chevron_left previous and chevron_right next arrows to move a week at a time, the today today icon to jump straight back to the current week, or the date picker to jump to any week. Whichever way you move, the calendar always shows the full Monday–Saturday week that contains the date you land on.

imageScreenshot: calendar-overview.png

The Production Activities Calendar showing a working week, with filters across the top and project cards in each day column.

Reading a Project Card

Each card summarises one scheduled activity — the customer, the project reference and any notes — and shows the next scheduled activity date where one exists. The coloured status dot tells you the progress at a glance:

Status dot	Meaning
Red	Not complete — nothing on this activity has been finished yet.
Amber	Partially completed — some of the work is done.
Green	Completed.

Special characters display correctly. Project cards for customers whose company name, reference or notes contain special characters — such as quotation marks — display and filter correctly. (Previously these characters could distort a card’s layout or stop it matching a search.)

Filtering the Calendar

The filter row across the top narrows the cards shown in the week. Filtering happens instantly as you type or change a selection — there is no separate “search” button.

Filter	What it matches
Customer name / reference	The customer’s company name or the project reference on the card.
Keyword	A free-text search across street, name, email and project details on the card.
Type	The kind of activity — Manufacture, Requisitions or Picking. Leave on All Types to see everything.
Category	The project category, drawn from your configured project categories (or Not Specified).
Rep	The staff member the work is assigned to.

Your filters follow you between weeks. When you change the date — with the date picker or the previous / next week arrows — the filters you have entered are re-applied automatically to the cards shown for the new week. Your most recent filter selection is also remembered, so it is still in place the next time you open the calendar. To clear a filter, empty the box or set the drop-down back to its All… option.

imageScreenshot: calendar-filters.png

The filter row: customer / reference, keyword, type, category and rep. Filters stay applied as you move between weeks.

Adding an Activity

Use the add button in the page header to open the Add Activity window and schedule a new activity directly from the calendar.