How to Set Up and Use the EDGEBIC Dashboard Tabs

Setting up the EDGEBIC by User Solutions dashboard is mostly a matter of getting four inputs right and then choosing which tiles you want to see: the cockpit computes everything from your schedule, your shift calendars, and your logged actuals. This guide walks the prerequisites, the settings dialog, the resource calendar controls, and the one place where a dashboard actually writes something back: the per-day capacity override.

For what each tab is for and who should read it, start with the dashboard overview. For the drill-down layer beneath every tile, see the report catalog.

Before You Begin

None of these are dashboard settings. They are the master data the whole plan runs on, which is the point: the cockpit has almost nothing to configure because it reads what the scheduler already knows.

Step 1: Read the Capacity Tab

Open Dashboard from the main navigation and you land on capacity, overview sub-tab. Read the hero tiles left to right, and hover the info icon on any of them: the tooltip gives what the tile shows, why it matters, and how it is computed, in a sentence.

Below the tiles sit the work center utilization chart (assigned against available hours per station), the capacity trends chart over time, and an active alerts panel. Three sub-tabs go deeper:

• Capacity: the work center capacity detail grid (identifier, department, type, instances, total hours, assigned hours, available hours, utilization percentage, status) plus a department summary strip.
• Jobs: scheduled jobs and at-risk jobs, where at-risk means a projected end past the due date.
• Shifts: a shift capacity chart and shift detail grid.

Beside the active jobs list sits the job status donut, whose four slices (Late, Overdue, On time, Early) are explained in the overview post. The list sorts worst first, so it doubles as your work queue.

Step 2: Configure Your Tiles and Thresholds

The settings dialog on the capacity tab opens dashboard configuration with three tabs:

All of it is personal. Your tiles, your thresholds, your refresh interval; nobody else's dashboard and no production data changes. That makes threshold tuning safe to experiment with, and worth doing once properly: a target nobody believes gets ignored, and a tile that is red every single day stops being information.

One deliberate default worth understanding: the cockpit does not auto-refresh. Each tab loads its snapshot when you switch to it, and Refresh now reloads on demand. On a large schedule, continuous background re-querying would cost more than it returns. Build the habit of clicking Refresh now as a meeting starts.

Step 3: Put Standup on a Screen

Navigate to the standup tab on whichever machine drives the floor display, and the dark high-contrast theme applies automatically. The theme swap is scoped to the dashboard, so the rest of the application keeps its normal appearance.

Read it in order during the huddle: the SQDC band (safety, quality, delivery, cost), the andon strip with one tile per work center, the bottleneck card, then the late-job punch list. A clean punch list literally says all orders are on track.

The andon colors are inferred from schedule actuals rather than machine sensors, and that has one operational consequence worth naming at the start: a work center goes red when it is more than ten minutes past its planned start with no actual start recorded. If your board is mostly red by mid-morning, the message is that operators are not punching in at operation start, not that half the plant is broken. Fix the punch discipline and the board becomes trustworthy within a week.

Step 4: Use the Planner Tab Daily

Planner is the tab for whoever owns the schedule. Two tiles measure the plan itself: adherence (operations that started within an hour of plan over the past 14 days, target 90% or better) and attainment (completed jobs that hit their due date, target 85% or better). Read the delta note on adherence as an investigation count rather than a number: "35 ops moved off plan" is a list to work through, not a statistic to report.

The 14-day heatmap colors every work center and day by load, which is assigned hours divided by that day's capacity. Hover any cell for the raw hours. A red cell means oversold. What to do about it is the whole subject of reading a red day.

Step 5: Drive the Resource Calendar

The resource calendar lives in the Schedule area rather than the dashboard, and it is the planner's capacity ledger: work centers by time period. Its controls run across the top:

In All mode each work center block shows five rows: total capacity, hours assigned, available capacity, backlog, and utilization.

The mode to learn is backlog. Assigned answers "what hours land in this period?"; backlog answers "how much work is still ahead of this station as of this period?". It is a forward sum of remaining hours, so it burns down as work is consumed: a 24-hour step spread over three days reads 24, 16, 8, then 0. A backlog rising week over week is an early warning that a station is receiving work faster than it clears it, which is classic input and output control.

Click any non-zero assigned or backlog cell and the job detail popup lists the allocations behind it, summing back to the cell under the same shift and job filters.

Step 6: Record a Real Capacity Change

The dashboards are read-only with exactly one exception: the per-day capacity override, reachable from three places.

1. Capacity overview: double-click a work center's bar in the utilization chart.
2. Capacity detail grid: double-click the work center's row.
3. Resource calendar: double-click a total capacity cell, which opens the dialog anchored on that date.

Each opens the same day grid: day, shift default hours, capacity hours, loaded hours, an overridden flag, and a reason, with a loaded-against-capacity chart and summary counters for total capacity, loaded, free, over capacity, and overridden days. Type a value into the capacity column to override that day. Overrides are honored by the scheduler and kept for audit; a reset control removes them.

What changes and what does not:

That middle row is the one people trip over. Adding four overtime hours on Tuesday does not pull work into Tuesday by itself. It changes what capacity exists; re-running the schedule is what plans against it.

A Cadence Worth Adopting

Watch trends rather than ticks. Adherence at 88% once is noise; 88% falling week on week is a process problem, which is exactly what the sparkline on each tile exists to show. And respect the chips: a Plan number is a projection, so do not quote it to a customer as fact, and an Offline dash is honest absence rather than zero.

For the traps that turn a correct tile into a wrong decision, read dashboard misreading mistakes. For the metrics underneath, our manufacturing KPI guide and capacity utilization KPI cover the generic definitions, and the complete EDGEBIC guide covers the system producing them.

Want this cockpit reading your plant's real load? Bring your work centers and open orders to a demo.