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Getting started

Sign in, then use the left sidebar for everything — it's the only navigation surface in the app.

Signing in

Use the Sign in with Google button on the login screen. If Google Sign-In isn't available to you, click Đăng nhập bằng mật khẩu (admin) to reveal a password field instead — this fallback exists for accounts an admin hasn't added to Google Sign-In yet.

The sidebar

Click the ☰ icon (top-left) to expand or collapse the sidebar. It starts collapsed by default. All four working tabs — Gantt Schedule, Dashboard, Launch Schedule, LAM Schedule — live here, along with a Dealer View link and, for Planners, a Setting section (Users, Import Excel).

Open in new Tab

A toggle at the bottom of the sidebar. Turn it on and clicking any sidebar item opens that tab in a fresh browser tab instead of switching in place — handy for keeping the Gantt open in one tab while checking the Dashboard in another. It's a personal preference remembered on your device only.

Brand / Factory toggles

Top of the screen — filter everything to Seawind or Corsair, and to the VN or Turkey factory, or show All of either.

Help

The ❓ Help button (top-right, next to your account chip) opens this page in a new tab, any time.

Reference

Roles & permissions

One account, one role — set by a Planner under Users (sidebar → Setting). This is a summary; the full field-by-field breakdown is in the Reference section further down.

* Contract Date and the Contract/Deposit Received checkboxes (Edit Settings modal) are edited by BOD_CS only — not even Planner can touch those particular fields. Everything else in that modal, Planner can edit and BOD_CS cannot. Separately, the whole 💰 Sale Info cluster on the Dashboard (Ctr SOC/Ctr Compl, Paid/Owing/Next Pmt, Retail/Commission/W-S Value, Sale Notes) is also BOD_CS-only. See Edit Settings modal fields.

Production Schedule

Navigating the Gantt

The main tab: one row per boat, a frozen info block on the left, a week-by-week (or day-by-day) production timeline on the right.

Moving the window

Use ‹ 3M / ‹ 1M / ↺ Today / 1M › / 3M › to move or reset the visible date range. Switch Week / Day view for a coarser or finer timeline — Day view also greys out Saturdays/Sundays.

Filtering & sorting

Use the Model and Prod Line dropdowns, or the free-text 🔍 Filter… box, to narrow the list. Click any sortable column header to sort by it (click again to reverse). 📦 DONE BOATS shows/hides completed boats; 🚩 Unsold filters to unsold boats only.

Managing columns

Click Cols ▾ to show/hide individual info columns (Engine, Voltage, Survey, financials, etc. — SC#, Model and % always stay visible). Hide/Show Cols is a one-click shortcut that hides everything from Survey onward to widen the timeline, and restores your prior selection when clicked again. This is a personal preference — it doesn't affect what other users see.

Reference overlays

• 📐 Contract Baseline — draws a reference line from Contract SOC to Contract Completion so you can compare actual progress against what was originally contracted. Hidden for Production/LAM (no contract visibility).
• 🚀 Actual Launch — draws a band showing each boat's real Launch Schedule date range, for comparison against the production timeline. View-only here — edit it from the Launch Schedule tab.
• WC Legend ▾ — the color key for every production stage (LAM, A1–A4, FO1–FO4, Final, Launch) plus Actual Launch and Holiday styling.

Production Schedule

Editing a boatPlannerBOD_CS (partial)

Most editing is Planner-only; BOD_CS has a narrow, specific slice.

Rescheduling a stage (Planner)

1. Drag the right edge of a colored stage bar (LAM, A1–A4, FO1–FO4, Final) to resize it — later stages on that boat shift to match automatically.
2. Drag the bar itself, or the left-edge handle, to shift the boat's entire remaining schedule at once.
3. Click a bar to open a small popup and type an exact new length in weeks instead of dragging.

Inline dropdowns

• WO Status — WORKING / WO DONE. Planner only.
• Signed Ctr — a simple ✅ checkmark once the contract is signed. Planner and BOD_CS.
• Latest Var — the current revision, V1 through V20. Planner and BOD_CS.

The Edit Settings modal

Double-click or right-click any boat row to open its full detail editor. What you can actually change inside depends on your role — see Edit Settings modal fields for the exact list. In short: BOD_CS can only touch Contract Date and the Contract/Deposit Received checkboxes here (Paid to Date/Amount Owing/Next Payment/Ctr SOC/Ctr Compl moved to 💰 Sale Info on the Dashboard, 2026-09-15). Planner can edit everything else in the modal (customer, engine, voltage, dealer, all WC stage dates, etc.) but — deliberately — not Contract Date or the two checkboxes.

Notes, progress & DONE

The 📝 note-count badge, the % progress badge, and the DONE? button are all visible to everyone, but only a Planner can click into them to add a note, update progress, or mark a boat complete.

Production Schedule

The "Unsold" indicator

Flags boats already in production with no buyer lined up yet.

A boat counts as Unsold once its LAM stage date has already passed (production has started) while both Dealer and Customer are still blank. Such boats show a red Unsold badge in place of the Dealer name, on both the Gantt and the Dashboard. Click the 🚩 Unsold toolbar button to filter either screen down to just these boats — the Dashboard also has a dedicated Unsold Value KPI card showing the total contract value tied up in unsold boats, always visible regardless of the filter.

Production Schedule

💰 Sale InfoBOD_CS edits

A dedicated cluster of sale/commission fields on the Dashboard — added 2026-09-15.

Every row on the Dashboard (except for Production/LAM, who don't see financials at all) has a 💰 icon on the right — faint/grey when a boat has no Sale Info yet, bold/highlighted once anything is filled in. Click it to open the Sale Info modal, a blue-bordered box holding:

• Ctr SOC and Ctr Compl — the same baseline dates used by the Contract Baseline overlay on the main Gantt. These used to be set once on import and never touched again; now BOD_CS can edit them here, and the overlay reflects the new value immediately.
• Retail Value, Commission, W/S Value — new sale-tracking dollar figures, not sourced from anywhere else in the app.
• Paid To Date, Owing Bal, Next Pmt Date, Next Pmt Amt — moved here from the Edit Settings modal (still BOD_CS-only, same underlying data).
• Sale Notes — a small 📝-style icon + count, click to open a nested notes list scoped just to this boat's sale info (separate from the general 📝 Notes feature on the Gantt).

All dollar fields show a thousand-separator and 2 decimal places (e.g. $250,000.50). Date fields are picked from a calendar — unlike the WC stage dates elsewhere in the app, these accept any day, not just Saturdays — and display as DD/MM/YYYY.

Planner and Viewer can open the same modal to view it, fully read-only; Production/LAM never see the 💰 icon at all.

Upload Sale Info (bulk, by SC#)

Sidebar → Dashboard toolbar → ⬆ Upload Sale Info (BOD_CS only). Upload an Excel file with a SC# column plus the 8 Sale Info value columns (Sale Notes isn't uploadable in bulk — add those individually per boat). This is a full replace, not a merge: every matched SC# gets all 8 fields overwritten exactly as given, including blanking a field the file leaves empty. A summary after upload shows how many SC#s were updated and lists any that didn't match a boat.

Production Schedule

SnapshotsPlanner saves

A snapshot is a named, permanent, point-in-time copy of the schedule. It's how Viewer/Production/LAM see a stable version instead of a constantly-changing live view.

Saving a new version (Planner)

1. Click 📸 Snapshot in the toolbar.
2. Type a Name (required) and an optional Description.
3. Click Save. This becomes the new "Latest Saved" version everyone else sees.

From the same modal, a Planner can also View any older snapshot read-only, or delete one with the ✕ button.

Browsing versions (Viewer / Production / LAM)

You always land on the most recent snapshot, labeled Latest Saved (📌) in a banner at the top. Click 🕘 Versions in that banner to pick an older, explicitly-named snapshot — while viewing one, a 📌 Back to Latest Saved button appears to return. Filtering, sorting, column visibility, Week/Day view and exports all still work normally inside a snapshot — only editing is blocked.

Production Schedule

HolidaysPlanner

Click 🗓 Holidays to add a shutdown period: pick a Start (Sunday) and End (Saturday) date and a label, or edit/delete an existing entry. Marked weeks render as a green-striped "Holiday" band across every boat's timeline — this is a visual/scheduling reference only, it does not block dragging a stage onto those dates if overtime work happens anyway.

Production Schedule

Import ExcelPlanner

Sidebar → Setting → ⬆ Import Excel. Upload the Production Plan Excel file (any sheet containing "WC LAM" and "CUSTOMER PO" columns is auto-detected) — expected columns include SO Number, Customer PO, Model, Engine/Voltage, Dealer, Buyer, Date Due, Contract SOC/Completion, Launch Date, and the ten WC stage dates. The app shows a preview of the parsed rows before you confirm.

Production Schedule

Add BoatPlanner

Click + Add Boat for boats not sourced from ERP. Fill in SC# and Model (required), plus SO#, Brand, Factory, Prod Line, Workers, Contract Date, Approved Completion Date, Date Due, Dealer, Buyer, and a Start LAM date (auto-aligned to the app's Saturday-anchored week). Right-click any existing boat → Copy pre-fills this same form from it (minus SC#/SO#) as a shortcut for near-duplicate entries.

Production Schedule

UsersPlanner

Sidebar → Setting → 👥 Users. Add someone by email and role (Planner, Viewer, BOD/CS, Production, LAM, Dealer SW, Dealer CO); role and the Active toggle are editable inline any time, and a 🗑 button removes an account entirely. Dealer roles additionally need a Dealer Name that exactly matches the DEALER value used on boats — that's how a dealer login gets scoped to only their own boats.

Production Schedule

Exporting

⬇ Excel produces a plain flat data spreadsheet — one row per currently-filtered boat, every field as a column. ⬇ Gantt XLS instead reproduces the visual chart exactly as displayed — frozen columns plus the colored week/day timeline. Both are available to every role, and both automatically omit Paid/Owing/Contract Date/Next Pmt for Production/LAM, matching what those roles see on screen.

Other tabs

Dashboard

KPI cards across the top (Total Boats, On Track, At Risk, Not Started, Contract Value, Hours Efficiency, and — when applicable — Unsold Value), followed by a sortable table: one row per boat with Status, Forecast Finish, "vs Contract"/"vs Approved" delta badges, and the same financial columns as the main Gantt. Use the free-text filter box or the shared Brand/Factory toggles to narrow it down; click 🚩 Unsold to see only unsold boats. The last column, 💰, opens each boat's Sale Info — hidden for Production/LAM.

Other tabs

Launch SchedulePlanner edits

A day-by-day grid for planning what happens around each boat's launch, independent of the main production timeline.

Rows are boats with a Launch Date set; columns are individual days. A Planner clicks a day to type a short activity (e.g. "Sea Trial") — the app auto-colors each distinct activity consistently. Multi-day tasks appear as one bar: drag its body to move it, its right edge to resize (pushing later tasks on that row), or a left-edge handle on the first block to shift the whole boat's schedule at once. A per-boat Copy tool duplicates one boat's whole schedule onto another; a per-boat Completed date plus a "Hide Completed" toggle round it out.

Import Excel here expects a differently-shaped file (a calendar sheet named "Launch schedule…", one column per boat) and is a full overwrite per boat/date, unlike the upsert behavior on the main Gantt import. Snapshots work the same way as the main Gantt, with their own independent history.

Other tabs

LAM ScheduleLAM + Planner edit

Day-by-day scheduling for the Lamination department, tracked independently of the main production timeline.

Boats are grouped by Model; each boat gets one row per configured Part (a lamination component, e.g. Hull, Deck). Click a day on a Part's row to open a task and pick an Operation from a shared dropdown (or add a one-off custom entry for just that boat) — a Days field lets you create a multi-day block in one step. Blocks drag/resize/shift the same way as Launch Schedule.

Above each model group, a thin Handover lane holds a small draggable tag per boat — drop it on the day LAM work was handed off to the next department. It's purely informational and doesn't affect any other tab.

The ⚙ LAM Master button (Planner + LAM) configures two things per model: the ordered Part list, and the shared Operations vocabulary used in every dropdown. A boat's model needs at least one configured Part before any rows appear for it. Snapshots here follow the same "Latest Saved" pattern as the other tabs, with their own independent history — Viewer/Production/LAM default into it read-only.

Other tabs

Dealer View

A completely separate, simplified page for Dealer SW / Dealer CO accounts.

After signing in, a dealer sees only their brand's in-stock boats, grouped by Model: row number, Model, SC#, Start LAM, and Completion — fully read-only, no edit controls of any kind. Filters: a Model dropdown, a free-text SC# search, and an Availability dropdown (within 3 / 6 / 12 months, based on Date Due). Any boat a Planner has marked "Hide from Dealer View" in the Edit Settings modal is excluded automatically.

Reference

Gantt column permissions

Every column on the main Production Schedule Gantt table. View = the column appears at all (independent of your personal Hide/Show Cols choice). Edit = you can actually change the value — remember that Viewer, Production and LAM can never submit any change regardless of what's marked here, since they're always on a read-only snapshot (see Roles & permissions).

PL=Planner   VW=Viewer   BC=BOD_CS   PR=Production   LM=LAM  ·  Yes / No / Hidden (not just disabled — the column doesn't appear at all, and isn't recoverable via the column picker)

Reference

Toolbar & feature permissions

Buttons, toggles and other actions outside the column grid itself.

Reference

Edit Settings modal fields

Opened by double-clicking or right-clicking a boat row. Only Planner and BOD_CS can open it at all — every other role never sees this dialog. (Paid to Date, Amount Owing, Next Payment Date/Amount, Ctr SOC and Ctr Compl moved out of this modal on 2026-09-15 — they now live in 💰 Sale Info on the Dashboard.)