{"id":20039,"date":"2026-04-30T15:36:25","date_gmt":"2026-04-30T19:36:25","guid":{"rendered":"https:\/\/alix.ai\/documentation\/?post_type=docs&#038;p=20039"},"modified":"2026-04-30T15:36:25","modified_gmt":"2026-04-30T19:36:25","password":"","slug":"planned-tools","status":"publish","type":"docs","link":"https:\/\/alix.ai\/documentation\/en\/doc\/projects-and-cards\/planned-tools\/","title":{"rendered":"Planned tools"},"content":{"rendered":"<div class=\"pdfprnt-buttons pdfprnt-buttons-docs pdfprnt-top-right\"><a href=\"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/20039?print=print\" class=\"pdfprnt-button pdfprnt-button-print\" target=\"_blank\" ><img decoding=\"async\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/plugins\/pdf-print\/images\/print.png\" alt=\"image_print\" title=\"Print Content\" \/><\/a><\/div><p><strong><em>-&gt; Feature coming soon<\/em><\/strong><\/p>\n<p>Planned tools allow you to associate tools with a production card. A planned tool goes through two states: <strong>planned<\/strong> (ready to be used) then <strong>used<\/strong> (confirmed as in use on the card).<\/p>\n<p>The <strong>Tools<\/strong> tab is accessible in two places:<\/p>\n<ul>\n<li><strong>In the full card on the operations board<\/strong>: the tab displays two sections, <strong>Planned tools<\/strong> and <strong>Used tools<\/strong>. This is where tools are planned and used.<\/li>\n<\/ul>\n<p><em><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-20040\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h22_14-1024x474.png\" alt=\"\" width=\"752\" height=\"348\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h22_14-1024x474.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h22_14-300x139.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h22_14-768x355.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h22_14-1536x710.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h22_14.png 1942w\" sizes=\"(max-width: 752px) 100vw, 752px\" \/><\/em><\/p>\n<ul>\n<li><strong>In the card in planning<\/strong>: the tab displays only the <strong>Tool planning<\/strong> Tools can be added and removed, but not marked as used. The <strong>Used tools<\/strong> section is not visible in planning.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-20041\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h23_28-1024x883.png\" alt=\"\" width=\"717\" height=\"618\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h23_28-1024x883.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h23_28-300x259.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h23_28-768x662.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h23_28.png 1133w\" sizes=\"(max-width: 717px) 100vw, 717px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"add\">Add a planned tool<\/h2>\n<p>Adding a planned tool is possible both from the card in planning and from the full card on the operations board.<\/p>\n<p>To add a planned tool:<\/p>\n<ol>\n<li>In the <strong>Tools<\/strong> tab of the card, click <strong>+ Add<\/strong>.<\/li>\n<li>Select the <strong>Item<\/strong> (required). Only tool type items are available.<\/li>\n<li>Select the <strong>Step<\/strong> (optional). If no step is selected, the planned tool applies to the card without being linked to a specific step.<\/li>\n<li>Select the <strong>Tool<\/strong> (optional). By default, the field is set to <strong>To determine<\/strong>, which allows planning without assigning a specific tool. The tool will be chosen at the time of use.<\/li>\n<li>Click <strong>Confirm<\/strong>.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-20042\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h25_46.png\" alt=\"\" width=\"525\" height=\"428\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h25_46.png 837w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h25_46-300x245.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h25_46-768x627.png 768w\" sizes=\"(max-width: 525px) 100vw, 525px\" \/><\/p>\n<p>The planned tool appears in the <strong>Planned tools<\/strong> section.<\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"use\">Use a planned tool<\/h2>\n<p>Using a planned tool can only be done from the full card on the operations board. This action is not available in planning.<\/p>\n<p>To mark a planned tool as used, click the confirmation button (checkmark) on the planned tool\u2019s row.<\/p>\n<p><em><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-20043\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h27_16-1024x189.png\" alt=\"\" width=\"1024\" height=\"189\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h27_16-1024x189.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h27_16-300x55.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h27_16-768x141.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h27_16-1536x283.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h27_16.png 1553w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/em><\/p>\n<ul>\n<li>If a tool is already assigned, the planned tool moves directly to the <strong>Used tools<\/strong><\/li>\n<li>If the tool is set to <strong>To be determined<\/strong>, a popup opens to select the tool to use. The dropdown shows only active tools of the same item. Each tool\u2019s usage count is displayed in the dropdown.<\/li>\n<\/ul>\n<p>The tool moves from the <strong>Planned tools<\/strong> section to the <strong>Used tools<\/strong> section.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-20044\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h28_41-1024x424.png\" alt=\"\" width=\"1024\" height=\"424\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h28_41-1024x424.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h28_41-300x124.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h28_41-768x318.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h28_41-1536x636.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h28_41.png 1560w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Use is blocked if the tool is inactive. An error message is displayed.<\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"cancel\">Cancel a use<\/h2>\n<p>Cancelling a use can only be done from the full card on the operations board.<\/p>\n<p>To cancel a tool\u2019s use, click the cancel button (x) on the row in the <strong>Used tools<\/strong> section. The tool moves back to the <strong>Planned tools<\/strong> section. The assigned tool remains associated with the row.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-20045\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h29_38-1024x387.png\" alt=\"\" width=\"1024\" height=\"387\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h29_38-1024x387.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h29_38-300x113.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h29_38-768x290.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h29_38-1536x581.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h29_38.png 1561w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"edit\">Edit a planned tool<\/h2>\n<p>Editing a planned tool is possible both in planning and on the operations board. Click on the planned tool\u2019s row to open the edit popup.<\/p>\n<p>In the <strong>Used tools<\/strong> section (on the operations board), it is also possible to change the assigned tool via the dropdown in the <strong>Tool<\/strong> column. The dropdown shows only active tools of the same item, with their usage count.<\/p>\n<p>The following restrictions apply to used planned tools:<\/p>\n<ul>\n<li>The <strong>Item<\/strong> and <strong>Step<\/strong> cannot be changed.<\/li>\n<li>The tool cannot be removed (set back to <strong>To determine<\/strong>).<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2 id=\"delete\">Delete a planned tool<\/h2>\n<p>Deletion is possible both in planning and on the operations board.<\/p>\n<p>An unused planned tool can be deleted by clicking the delete button (x) on its row in the <strong>Planned tools<\/strong> section. Deleting a used planned tool is blocked.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-20046\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h31_26-1024x193.png\" alt=\"\" width=\"1024\" height=\"193\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h31_26-1024x193.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h31_26-300x56.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h31_26-768x144.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h31_26-1536x289.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h31_26.png 1552w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"counter-incrementing\">Automatic counter incrementing<\/h2>\n<p>When an inventory production is performed on a card, the usage counters of used planned tools are automatically incremented. The increment corresponds to the quantity produced.<\/p>\n<p>Incrementing applies only if all of the following conditions are met:<\/p>\n<ul>\n<li>The planned tool is marked as <strong>used<\/strong>.<\/li>\n<li>The planned tool\u2019s step matches the production step, or the planned tool has no step assigned.<\/li>\n<li>The produced item is in <strong>Standard.<\/strong><\/li>\n<li>Each tool is incremented only once per production, even if it appears on multiple planned rows.<\/li>\n<\/ul>\n<p>Both counters are incremented: the <strong>Total counter<\/strong> and the <strong>Since maintenance<\/strong> counter. For more information on counters, see the <a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/equipments\/tools\/\" target=\"_blank\" rel=\"noopener\"><em>Tools<\/em><\/a> page.<\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"block-production\">Block production on unused planned tools<\/h2>\n<p>The <strong>Block production and time entries on unused planned tools<\/strong> setting is found in <strong>Settings -&gt; Settings<\/strong>\u00a0<strong>-&gt; Configurations -&gt;<\/strong> <strong>Projects<\/strong>. It is disabled by default.<\/p>\n<p>When this setting is enabled, inventory production and time entries are blocked on a step as long as all planned tools for that step are not marked as used.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-20047\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h33_23-1024x363.png\" alt=\"\" width=\"1024\" height=\"363\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h33_23-1024x363.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h33_23-300x106.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h33_23-768x272.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h33_23-1536x545.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h33_23-2048x726.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-20048\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h34_53.png\" alt=\"\" width=\"713\" height=\"126\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h34_53.png 713w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2026\/04\/2026-04-30_15h34_53-300x53.png 300w\" sizes=\"(max-width: 713px) 100vw, 713px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>-&gt; Feature coming soon Planned tools allow you to associate tools with a production card. A planned tool goes through [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"doc_category":[446],"doc_tag":[],"year_month":"2026-05","word_count":709,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Genevi\u00e8ve Lamarche","author_nicename":"glamarche","author_url":"https:\/\/alix.ai\/documentation\/author\/glamarche\/"},"doc_category_info":[{"term_name":"Projects and Cards","term_url":"https:\/\/alix.ai\/documentation\/en\/docs-category\/projects-and-cards\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/20039"}],"collection":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/comments?post=20039"}],"version-history":[{"count":1,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/20039\/revisions"}],"predecessor-version":[{"id":20049,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/20039\/revisions\/20049"}],"wp:attachment":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/media?parent=20039"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=20039"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=20039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}