Planning Dashboard

Planning Dashboard

SUMMARY / PURPOSE 

Use this article to learn how to use the Planning Dashboard to schedule consignments and jobs into loads and assign drivers and vehicles for those loads.
NotesNOTE: A load is a collection of consignments assigned to a specific driver and vehicle

OVERVIEW 

The Planning Dashboard allows you to:

  • View driver and vehicle availability for the day, week or month
  • Create and manage loads
  • Assign consignments to loads
  • Release loads to drivers or agents



The planning dashboard consists of two sections i.e., Planning and Consignment, by default, the Planning screen will display as shown below.

Planning Tab (Calendar View)

The Planning tab shows driver and vehicle availability by day.

Filter the view:

  1. Select a time period: Daily, Weekly, or Monthly
  2. Apply additional filters:
    • Headport
    • Timing
    • Availability status
  3. Click Reset to clear all filters


Create a load from this view:

  • Click Create Load (see Create Load section below)

Consignment Tab

The Consignment tab displays:

  • Consignment list (left side): Shows consignments with basic details
  • Load list (right side): Shows loads with departure date, weight, cubic, and vehicle details

Available actions:

  • Create, edit, delete, assign, and release loads
  • Filter consignments and loads separately


Consignment Filters
On planning dashboard, at the top of the page you can see the consignment filter which is generally used to filter the consignments as shown above.

Consignment List
On planning dashboard, you can see the list of consignments below the consignment filters where you can see the basic details of consignment like consign number, booking date, sender/receiver name, quantity etc.

Load Filter 
You can see the Load Filter on right side of the planning dashboard. These filters used to filter the load list.

Load List 
You can see the list of loads below the load filters, here you can see the basic details of loads such as Departure Date, Weight, Cubic, Vehicles etc.

STEP-BY-STEP INSTRUCTIONS 

Create Load

  1. Click Create Load
  2. A pop-up appears. Complete the following fields:

Mandatory fields:

  • Load Name
  • Load Reference Number
  • Vehicle
  • Driver/Agent



Optional fields:

  • Departure Location
  • Destination Location
  • Trailer 1/2
  • Departure Date
  • Arrival Date
  • Skill Required
AlertIMPORTANT: Vehicle and Trailer cannot be the same. The system will reject the load if they match.
Notes
NOTE: To add or edit driver skills, click here.

3. Click Create button to add a new load, once new load has been added, the load will display on the right side of the screen as shown below:


Template

In Transvirtual, users can conveniently save any load details as a template for future use. This feature streamlines workflow by allowing individuals to store commonly used configurations, such as Load Name, Load Ref Number, Location, Vehicle etc., for easy retrieval. Whether it's recurring shipments or unique load specifications, this functionality ensures efficiency and consistency.
1. To save the load details as a template, first fill the details as described in the above paragraph and then click on the Save as Template button and if you wish to create load then click on Create button as shown below:


2. The load detail will save, and you can use it this template further (If required).
3. To view the saved template when creating a load, click on the Load from Template button, a pop-up Choose Template will appear as shown below:

 

4. If you wish to select any template, click on Select button next to the relevant template, the selected detail will auto-fill in the load page as shown below:


5. If required, then you can update the detail or else click on Create button to create a load.

To Delete any Template

1. To delete any saved template, click on the delete button, the template will be deleted from the database.


Assigning Consignment to Load 

1. Select one or more consignments using the checkboxes
2. Click Assign to Load (the button activates after selecting consignments)



NotesNOTE: The Assign to Load button will enable once you select the consignment.

3. A confirmation pop-up appears

 

4. Click Assign

The consignments are now linked to the load.

Edit after assignment:

  • You can edit load details after consignments are assigned


Route Optimisation

Route Optimisation reorders consignments within a load based on the shortest driving distance.

  1. Click the Expand link on a load
  2. Consignments assigned to that load appear


3. Click Pop-out for details
4. The Detailed Load Consignment View opens
5. Click Optimise Route
6. Select a departure time in the confirmation pop-up
7. Click Continue



Notes
NOTE: When you manually drag and drop the consignment, a new button will be enable known as Save Order as shown below.

 
- Once you manually sort the consignment order click on Save Order button to save the re-ordering.  

View Route

To see the route, click the View Route button, the route map will be displayed as shown below:



Edit or Delete the Load

Edit a load:

  1. Click Edit on the load
  2. A pop-up appears

                                                                                                            

3. Update fields as needed
4. Click Save


Delete a load:

  1. Select the load
  2. Click Delete

AlertIMPORTANT: You can only delete a load before assigning consignments. Once consignments are assigned, the delete button is hidden.

Release Load To Driver/Agent 

  • Set the Closed toggle to Yes
  • The Release to Driver button activates (or Release to Agent if an agent was selected during load creation)
  • Click Release to Driver

    •    
    Notes
    NOTE: At the time of load creation, if you select Agent instead of Driver then Release To Driver becomes Release To Agent.
    Alert
    IMPORTANT: Once you closed the Load, you can see the Edit button will be disabled and Assigned to Load button will be disappear, that means you cannot edit anything in this load now but if you want to update any detail then open this load by clicking on Closed toggle button in No position, the Release To Driver button will be disable and Edit and Assign to Load button will be Enabled. 

     


    4. A confirmation pop-up appears
    5. Click OK

                        

    The load is released. An Unlock button appears:

     
    Notes
    NOTE: Once the Unlock button appears, you cannot edit the load details but if you wish to edit the details further then first click on Unlock button, a Confirm Load Unlock popup will display, here manually enter the Load Reference and then click on Submit button, the load will unlock and then you can further update the load details, as shown below. 
      
    Once you complete the load release process then load will reflect in the driver or agent mobile device. To know more how to go ahead with this load click here.

    FILTER

    On the planning dashboard page, there are two types of filters as describe below.

    Load Filter

    Filter the load list by:

    • Departure Date
    • Departure Location
    • Destination Location

    You can apply one or all filters.

     

    Consignment Filter

    Filter the consignment list by:

    • Add Date (calendar)
    • Include Allocated (toggle)
    • Pickup (toggle)
    • Delivery (toggle)

    You can apply one or all filters.

    Notes
    NOTE:
    a. Use the toggle button for Include Allocated, Pickup and Delivery to filter the consignment list and calendar for Add Date filter.
    b. You can use all or any of the filter(s) as per your requirement.


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