The shopfloor overview in Microsoft Dynamics 365 Business Central lets you build a tailored production view by filtering and hiding the parts you don’t need. You can collapse the general tab, hide order lines and capacity lines, and show only the operation lines that match your filter.
The overview remembers your setup. When you leave and return later, your view is exactly as you left it, so you always see the same screen tailored to your role.
You can adapt the overview to different personas in the planning and production areas. Each user gets a view that shows only what matters to them.
How the shopfloor overview reduces clutter for production users
The core idea behind providing overviews for people is to remove everything they don’t need to see. In a production environment, that means cutting away the noise so each user can focus on the work in front of them.
The shopfloor overview gives you the filtering functionality to do exactly that. You can set up your filters, collapse the general tab, and hide the lines that aren’t relevant to your work. For example, you can hide the order lines and the capacity lines so you only see the operation lines that reflect what you set in the general tab.
Setting up filtering and showing only the operation lines you need
The point is that the way you work with the overview depends on your persona type in the manufacturing or planning area. You decide what to show and what to hide, and you build the flow that fits how you actually work.
As a user in the production area, you will always see the same view. When you need to change your filtering, you simply expand the general tab, adjust the filter, and update your operations from there.
How the overview remembers your setup between sessions
The overview keeps your configuration. When you leave it and come back later, it remembers your setup and presents the same view you had before. You don’t have to rebuild your filters every time you open it.
Tailoring overviews to different personas in planning and production
By showing or hiding whatever is important to you, you can create a dedicated overview for each persona. People working on different screens in the planning area or the production area each get a view that fits their role, without being distracted by data that belongs to someone else.
Q&A
What can you hide in the shopfloor overview in Business Central?
You can collapse the general tab and hide the order lines and capacity lines, so you only see the operation lines that match your filter settings.
Does the shopfloor overview remember your settings?
Yes. The overview saves your setup. When you leave and return later, it shows the same view with your filters intact.
How do you change the filtering once you’ve set up your view?
Expand the general tab, adjust your filter, and update your operations from there.
Can different users have different overviews?
Yes. You can tailor the overview to each persona in the planning or production area by showing or hiding the data relevant to that role, so each user sees a view suited to their work.