Planning+ overview

The overview page has quite a few things that can be adjusted:

At the top, from left to right:

Week selector: This allows to adjust how many weeks are displayed. It is always a whole number of weeks, although you may change which weekdays are displayed, eg. to avoid Saturday and Sunday. The width of each day changes slightly depending on the setting.
Users: Here you can select which teams and individual users that should be displayed. There is a main team which is always at the top, and 0 or more additional teams and users.
Filters: Here you can filter the users from above, based on roles or competences.
Sorting : Here you can sort the users; they can either be sorted based on a field on the user, or they can sorted manually for ultimate flexibility.
Next / previous : The left+ right arrows move to the next/previous period.
Period selector: Here you can pick a date to be the start of the period; notice that the period will alway start on a Monday.
Stacked/Timeline: Select between two different ways of displaying the planning. In “stacked” mode the plannings are displayed on top of each other, in “timeline” mode they are displayed next to each other.
Settings : You can select which part of the day to display (only relevant in timeline mode), and which weekdays to display, and you can select additional fields to display for each planning.

The timeline

Clicking on a planning will mark it with a purple border; all other plannings for the same task will also be marked.

Stacked mode

In stacked mode the plannings for a given user and date are displayed stacked, one above the other, and they have the same size regardless of they last 1 hour or 8 hours. You may drag a planning to another user or another date. If you drag it to the right side of a date the time will be set depending on where within the date that you drop:

If two plannings overlap it will be indicated by a red line. If there is spare time between two plannings it will be indicated by a dotted line.

Timeline mode

In timeline mode the plannings for a given user and date are displayed next to each other, and their width depends on the duration. You may also drag the left/right edge of a planning to adjust the start/end time.

Overlapping plannings are shown on multiple lines. Plannings that are fully outside the visible part of the day are indicated by an orange box; clicking on the orange box will bring up a list of planning.

Editing a planning

Right click on a planning and select Edit planning. Or right click outside any planning and select Add planning - the start time field will be filled in with the hours taken from the location of the mouse pointer.

The fields Locked, Appointment window, Plan for team and Also plan for are described below.

The small clock icon next to the End time field is for retrieving the start+end time from the user’s work plan and inserting these into the fields.

Locking

A planning may be locked, this means that it cannot be moved. If the planning is locked to a window (f.ex. 10:00 - 12:00) it can only be moved within that window.

If a planning is locked a small key icon will be show next to the start+end time.

Plan for multiple users

A planning may cover multiple users, so if you change the planning for one of the users it will also be changed for the other users.

You simply enter the users in the Also plan for fields. The Plan for team field is a short cut for entering all team members in to the Also plan for fields.

When a planning covers multiple users a small multiple users icon appears; if you hover the mouse over the icon you get a list of the users.

Creating an appointment

The Planning+ module will eventually replace the old Calendar module. For that reason you can view and create appointments from the Planning+ overview.

Right click in the time line outside any planning, and select Add appointment.

Task picker

The task picker is available by clicking on the little task tab in the right side of the overview:

Clicking on the tab will open the task picker; the picker can be locked in place by clicking on the small padlock icon. Tasks may then dragged to the timeline.

The list of tasks is determined by the filter; if you don’t select a filter then the 10 newest unplanned tasks will be listed. You may create a new filter by clicking on the green icon. The text field may be used to quick filter the tasks. When you hold the mouse over a task the task tooltip will appear and may hold further details about the task.

Nearby task

If you right click on a planning in the timeline and select Nearby tasks then the task picker will open and show the nearest tasks within a 10 km radius.

Confirmation

You can request confirmation from a user; this requires that your system is setup to allow sending of SMSs, that the user has a mobile phone number and is setup to allow SMSs. Right click on a planning and select Request confirmation.

This will send an SMS with a text similar to “You have been linked to the task Cleaning, 2025-01-01 12:00 (duration 2:00). Please confirm by answering PLANOK 12345”. The user should reply with something like “PLANOK 12345” to confirm.

The confirmation status is indicated with a small envelope icon: red if requested, green if confirmed.

If you move or copy the planning the confirmation status is reset.

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