Access the Resource Planner
The Resource Planner is a licensed module. Your license must have Resource Planner enabled for it to appear.
Start the Resource Planner
- Navigate to the Order-module
- In the Resource Planner menu on the left-hand side click "Show"
Make orders visible in the Resource Planner
For orders to be visible in the Resource Planner the checkbox for "Show in planner" must be checked
- Select an order
- Navigate to General > General
- Check the checkbox next to "Show in planner" for it to be visible in the Resource Planner
Settings
Default settings
The user profile defines the default settings for the Resource Planner. Toggle read-only access is amongst more settings controlled by the user profile.
- Navigate to the Configuration-module
- Select User > Profile
- Select an existing profile or create a new
- From the profile, select Resource Planner in the Edit-menu that appears
Order category settings
Some settings can also be controlled by the order category. Such as the category color and the default length of tasks.
- Navigate to the Configuration-module
- Select Category > Order category
- Edit or create new order category
- Select tab "Resource Planner" to change settings to be controlled by the order category
Day to day use
User Interface
Explanation of the different elements in the user interface.
Planning orders
There are several ways to plan an order:
Task Progress
The Resource Planner updates automatically when a task changes on Handyman Mobile
New possibilities
Pending tasks and advanced order handling
Prepare the entire plan for the order before it becomes available to others.
Grab orders for planning
Avoid multiple people planning the same order
Planned and actual dates
The new Resource Planner introduces an extra set of dates so that the original schedule always exists.Order category colors
The new Resource Planner shows an overview of category colors. Unscheduled orders are displayed with the color of the category.
Appointment information
The information displayed on the task can be modified by each individual user.Resource management
Many new ways to manage resources make it easier for your team to plan.Saved search criteria
With saved searches, you can quickly find relevant orders and employees later.
One order in focus
Show only the tasks for the current order.
Fast re-planning of delayed tasks
The new Resource Planner can move delayed tasks to today.
Order-filtering
Search for orders of interest in the bottom panel.