Create & Edit jobs in the BASIC and PRO edition

The just plan it software offers various ways of creating and modifiying jobs and their belonging tasks which are described in this chapter.

Create jobs

There are two ways to create a new job:

  1. No matter which view you are currently working in, click Edit_Jobs_Icon.png in the menu bar to open the Manage Jobs dialog, then click New_Resource_Group.png and enter the details of the new job:


  2. Switch to Job View and click on New_Resource_Group.png next to the status category name to open the "Manage Job
    Details" dialog. Enter all needed data and and click OK.


Edit jobs

In addition to creating jobs, the "Manage Jobs" dialog can also be used to edit jobs. To call it, either click Edit_Jobs_Icon.png in the menu bar or Icon_edit.png in the job line.


In this dialog, all your jobs are listed and can be edited. The dialog allows to:


Sort the jobs by any desired field in ascending or descending order by clicking the according table header. The sorting order will be indicated by an arrow symbol pointing in the according direction. To change the sorting order, click on the arrow symbol again.


Filter any field by entering the criteria in the search field next to it. 

Some fields offer a list with relational operators which is shown if you point to this icon without clicking. Other fields contain drop-down lists with possible values or date pickers.


Click any of the table fields to modify its contents. Some fields offer a drop-down list to select the available options or date pickers. 



Delete a job.
If you want to delete more jobs, select them by ticking the checkbox in the first column. Ticking the checkbox in the first row will select all jobs.

New_Resource_Group.png Create a new job
edit_blue.png Call the "Manage Job Details" Dialog to see and modify more details of a specific job.


Further job details

More job details, including the job's tasks, can be viewed and edited in the "Manage Job Details Dialog", being reached either from the "Manage Jobs" dialog, as described above, or by clicking Edit.png in the job line.

In the lower part of the dialog, all tasks of the job are listed. New tasks can be added, existing tasks can be edited and deleted. Please note that there are further, more user-specific task-related details that can be edited in the Manage Task Details dialog.

A divider between the job-related information and the tasks list  can get moved up and down to minimize or enlarge the space for either area, whereas the horizontal scroll bar lets you view and edit all details..


Tutorial videos

Add jobs and tasks

Delete jobs, resources and resource groups


Create & Edit jobs in the ENTERPRISE edition

In addition to the functionalities included in the BASIC and PRO packages as described above, the "Manage Job Details" dialog in the Enterprise edition offers a powerful feature that is explained below.

Template-based scheduling with quantities

Whereas the scheduling options in the BASIC and PRO editions primarily aim at supporting job shops whose jobs are pretty unique at any time, and who need to create everything from scratch for every job - including the specific jobs' schedule, the enhanced options of the ENTERPRISE edition address make-to-order manufacturers with having some degree of repetitive processes.

How we define templates

When talking about templates, we mean a template for a job that defines

  • The tasks that you have to do in order to get the job done
  • The sequence of these tasks
  • The resources (or better: the resource groups) that should work on any of these tasks
  • The average time it takes per task to complete one unit of the jobs's deliverable
    (simple example: if you need to deliver 25 products of type A and all have to run through a painting cabin, then you can define that it takes 10 minutes per piece for the painting cabin)

The purpose of templates

Using a template makes sense if most of the jobs you have to schedule have the same structure so that the main purpose of templates is to make creating new jobs fairly easy:

  1. Create the job (as you are used to do)
  2. Select the template
  3. Specify the quantity
  4. Confirm

The job with all its tasks and their complete durations as well as the allocation of the tasks to the resources will be added to the schedule immediately.

Create templates

There are two ways of creating job templates:

  1. Create your desired templates in Excel and then upload them to just plan it by clicking  the upload_icon2.png icon. Templates that have been created in Excel can be edited as described below. For more details on uploading data see chapter Upload Data with the just plan it-template

  2. Create a new template  in just plan it by clicking Templates_icon.png in the "Edit" section of the menu ribbon to open the "Manage Job Templates" dialog. Click  Add_Icon.png and enter the name of the new template:


To fill your template with life, click edit_blue.png next to the template name and enter all tasks you need for the specific job your template is designed for:


For more details on tasks and task details see chapter "Create and edit tasks".

Edit templates

For changes to existing templates, also click  Templates_icon.png in the "Edit" section of the menu ribbon to open the "Manage Job Templates" dialog. All your templates will be listed here.


The dialog's options in detail: 

Delete_light_blue.png Delete one or more templates.
If you want to delete more templates, select them by ticking the checkbox in the first column. Ticking the checkbox in the first row will select all templates
Add_Icon.png Create a new template
edit_blue.png Call the "Manage Tasks" Dialog to create or modify tasks and their details 
Copy_Icon.png Copy a job template. Afterwards, you can  edit the new template (change the name, change the routing, change set-up time, runtime etc.) the same way as the other  templates


Apply templates

After having created one or more templates (one way or the other), you can apply them when you create new jobs: In the "Manage Job Details" dialog, select the desired template from a drop-down list and set the appropriate quantity.

Please note that a job will stay linked to the template only until any one task setting gets modified.


More information

Tutorial video



If you want to see the usage of templates in action, for an introduction to the basics watch our advanced-beginner webinar (from minute 38:00 onward), or, if you are interested in a more detailed view, watch the  advanced-level webinar where using templates is illustrated by way of a practical case study (starting at minute 24:00).