{"_id":"5c0f1b69e71c35002a690d2f","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":15,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8","5c06db5b3712bb000d056e1a"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5a8b9193e4eb600012e90dea","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2018-02-20T03:10:11.603Z","from_sync":false,"order":2,"slug":"getting-started-guide","title":"Getting Started Guide"},"user":"560c8b938753612100214236","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-12-11T02:05:29.413Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"When you first sign up to Planright, you'll be given a few options on how you'd like to set up your account. You can choose to use demo data or connect to your WFM/XPM account to use your own data. You will also be asked whether you'd like to use Planright in Weekly planning mode or Monthly planning mode. \n[block:callout]\n{\n  \"type\": \"warning\",\n  \"title\": \"Switching between modes\",\n  \"body\": \"We advise that once you pick a planning mode to work in, don't switch to the other one. There are a few differences in how the two modes work & integrate with WFM/XPM which can cause confusion if you switch modes.\\n\\nLearn more about these differences using the following links\\nTask dates: http://help.planrightapp.com/docs/task-types#task-date-types\\nTask hours: http://help.planrightapp.com/docs/task-types#task-hours\"\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Weekly Planning Mode\"\n}\n[/block]\nIf you plan your work week by week, use the [Weekly planning mode.](http://help.planrightapp.com/docs/weekly-schedule)\n[block:api-header]\n{\n  \"title\": \"Monthly Planning Mode\"\n}\n[/block]\nIf you plan your work on a monthly & yearly basis then use [Monthly planning mode](http://help.planrightapp.com/docs/monthly-planner-overview)\n\nMonthly planning mode includes the weekly schedule view from Weekly mode as well as a Month view & the Year Planner.","excerpt":"","slug":"pick-your-planning-mode","type":"basic","title":"Pick your planning mode"}

Pick your planning mode


When you first sign up to Planright, you'll be given a few options on how you'd like to set up your account. You can choose to use demo data or connect to your WFM/XPM account to use your own data. You will also be asked whether you'd like to use Planright in Weekly planning mode or Monthly planning mode. [block:callout] { "type": "warning", "title": "Switching between modes", "body": "We advise that once you pick a planning mode to work in, don't switch to the other one. There are a few differences in how the two modes work & integrate with WFM/XPM which can cause confusion if you switch modes.\n\nLearn more about these differences using the following links\nTask dates: http://help.planrightapp.com/docs/task-types#task-date-types\nTask hours: http://help.planrightapp.com/docs/task-types#task-hours" } [/block] [block:api-header] { "title": "Weekly Planning Mode" } [/block] If you plan your work week by week, use the [Weekly planning mode.](http://help.planrightapp.com/docs/weekly-schedule) [block:api-header] { "title": "Monthly Planning Mode" } [/block] If you plan your work on a monthly & yearly basis then use [Monthly planning mode](http://help.planrightapp.com/docs/monthly-planner-overview) Monthly planning mode includes the weekly schedule view from Weekly mode as well as a Month view & the Year Planner.