WindoorERP Documentation 19.0
9- Setup the Technical Office and Site Surveys
Step 13/13

Watch the drafting load

See the backlog before it bites

Why this step

Overdue requests, this week's commitments and engineering hours in one place. The technical office is usually the first bottleneck in a growing fenestration company, and this is the screen that says so early.

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What this does

Tracks engineering delivery commitments, highlighting SLA-breached overdue requests, current week delivery pipelines, and comprehensive engineer timesheet utilization.

Before you start

  • Technical requests created with planned target delivery dates.

Steps

Overdue technical requests list view displaying delay days, client names, and assignees

Overdue requests kanban board highlighting urgent priority tickets in red

Overdue request detail form with escalation audit notes and revised deadline settings

Overdue tasks calendar view displaying missed target completion dates

Overdue volume chart grouped by engineering discipline and root cause

Overdue requests pivot matrix analyzing delay duration by engineering team

This week technical delivery commitments tabular register

This week delivery kanban board categorized by day of week

Weekly commitment detail form with live submittal checklist

Weekly technical release schedule calendar

Weekly submittal volume progress chart

Weekly deliverables pivot matrix by project priority

Technical tasks analysis master audit registry

Technical tasks velocity performance graph

Tasks analysis pivot table cross-tabulating cycle time by request type

Engineering timesheets audit log showing recorded drafting hours

Engineering labor hours distribution chart by employee

Timesheets pivot matrix detailing engineering hours across active projects

Timesheet analysis detailed line item audit

Billable versus non-billable engineering hours ratio graph

Timesheet analysis pivot table summarizing drafting investment by client

Important

Overdue shop drawings create cascading manufacturing delays; resolving engineering bottlenecks immediately keeps factory production lines running on schedule.

  1. 01
    Open Technical Tasks › Reporting › Overdue to inspect requests that have missed agreed drafting deadlines.
  2. 02
    Open This Week to review all engineering commitments due in the current work week across List, Kanban, Calendar, Graph, and Pivot views.
  3. 03
    Explore Tasks Analysis, Timesheets, and Timesheets Analysis to evaluate actual drafting hours versus budget.
  4. 04
    Reallocate urgent overdue drafting orders to available secondary engineers to clear bottlenecks.

Common mistakes

  • Allowing overdue drafting requests to remain unassigned to lead engineering coordinators.
  • Reviewing timesheets without cross-checking against produced CAD revision count.

Checkpoint

You can name the draughtsman who is overloaded this week, and the submittal most at risk.