{"_id":"5a8cada0b4ba8c0012597d4f","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":14,"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"],"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":"5a84d1bf6b17d200124fa3ea","githubsync":"","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-02-20T23:22:08.536Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":3,"body":"Once you have set up your staff working hours and expected productivity, you can plan a job. \n\nFirst, click “Plan Job” at the top right of your screen. Choose a job from the dropdown menu. This information comes from WorkflowMax/Xero Practice Manager. \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/4e0e0ef-Plan_job_screenshot.png\",\n        \"Plan job screenshot.png\",\n        353,\n        472,\n        \"#e6ebed\"\n      ],\n      \"caption\": \"The \\\"Plan Job\\\" dropdown\"\n    }\n  ]\n}\n[/block]\nOnce you choose a job, you will see three numbers. Like this: \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/9162a84-Hat_box_-_relatively_simple.png\",\n        \"Hat box - relatively simple.png\",\n        730,\n        178,\n        \"#416d71\"\n      ],\n      \"caption\": \"Hours logged, hours allocated and hours budgeted.\"\n    }\n  ]\n}\n[/block]\n**Hours logged:** The amount of time spent on the job\n**Hours allocated:** The amount of time allocated to staff members\n**Hours budgeted:** The amount of estimated time budgeted to the job. \n\nThe hours logged and the hours budgeted will come from WorkflowMax or Xero Practice Manager. You allocate hours to staff members in PlanRight. \n\nThe pink box  in this example shows the tasks that make up the job. The box is pink in this example, but it may not be pink for you, as the colour changes based on client, task, job or manager depending on your [colour mode settings](http://help.planrightapp.com/docs/organisation-settings#plan-settings). \n\nThe above job is relatively simple, so it just has one task - 120 hours of design. \n\nA more complicated job may have more tasks:\n\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/85084fe-Hat_box_-_all_tasks_allocated.png\",\n        \"Hat box - all tasks allocated.png\",\n        974,\n        644,\n        \"#e3d5d8\"\n      ]\n    }\n  ]\n}\n[/block]\nThis job has three tasks - creating the quote (two hours), design (100 hours) and planning (four hours). \n[block:api-header]\n{\n  \"title\": \"How to assign tasks in the schedule view\"\n}\n[/block]\nYou allocate time in PlanRight by assigning tasks to staff members. \n\n1.  Click on the relevant task box, and drag it to the spot on the schedule that corresponds with the staff member who you want to complete the work\n2.  Type in how many hours you want to assign to the staff member.\n3.  Click on the sides of the task box, and expand or contract the box to set the time frame\n4.  Click anywhere in the box to drag it to another spot in the schedule, or to another staff member\n\nYou’ll see the staff member’s other commitments, so you can allocate work accordingly.\n\n\n\n[block:api-header]\n{\n  \"title\": \"Using the schedule view\"\n}\n[/block]\nThe schedule view shows your staff members’ scheduled time in context.  This helps you see who is over capacity, and who has spare capacity. This information comes from other jobs you have planned. \n\nPlanRight also uses colour codes to show how much capacity staff members have, and how much time they have logged in the past. [This page has more information about colour codes in PlanRight.](http://help.planrightapp.com/v1.0/docs/colour-codes-in-planright)\n\nHere’s an example of a job in the schedule view:\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/557fee6-Hat_box_example.png\",\n        \"Hat box example.png\",\n        1023,\n        565,\n        \"#e3d9db\"\n      ],\n      \"caption\": \"This is a job to design a hat box for My Fair Lady Hats.\"\n    }\n  ]\n}\n[/block]\nThe planning and client meetings have been allocated in this job, and 60 out of 120 hours of the design work has also been allocated. This means there are 60 hours left to allocate. \n\n You can see that Maria is at capacity from this job, because each day has [dark blue shading.](http://help.planrightapp.com/v1.0/docs/colour-codes-in-planright)   \n\nWe can also see that Samson Dario has some capacity, but with 50 hours spoken for by other jobs over the next two weeks, he is unlikely to have room for another 60 hours on this job. \n\nHowever, Stafford Cro has lots of capacity - he’s only working for two hours over the next two weeks. With this in mind, we can assign him the remaining 60 hours of design work. \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/b4785f6-Hat_box_-_all_tasks_allocated.png\",\n        \"Hat box - all tasks allocated.png\",\n        1026,\n        703,\n        \"#e7dcde\"\n      ]\n    }\n  ]\n}\n[/block]\nAll of the tasks are now allocated, everybody is at or below capacity, and the job will be finished on Friday, 9 March.","excerpt":"","slug":"planning-a-job","type":"basic","title":"Planning a job"}
Once you have set up your staff working hours and expected productivity, you can plan a job. First, click “Plan Job” at the top right of your screen. Choose a job from the dropdown menu. This information comes from WorkflowMax/Xero Practice Manager. [block:image] { "images": [ { "image": [ "https://files.readme.io/4e0e0ef-Plan_job_screenshot.png", "Plan job screenshot.png", 353, 472, "#e6ebed" ], "caption": "The \"Plan Job\" dropdown" } ] } [/block] Once you choose a job, you will see three numbers. Like this: [block:image] { "images": [ { "image": [ "https://files.readme.io/9162a84-Hat_box_-_relatively_simple.png", "Hat box - relatively simple.png", 730, 178, "#416d71" ], "caption": "Hours logged, hours allocated and hours budgeted." } ] } [/block] **Hours logged:** The amount of time spent on the job **Hours allocated:** The amount of time allocated to staff members **Hours budgeted:** The amount of estimated time budgeted to the job. The hours logged and the hours budgeted will come from WorkflowMax or Xero Practice Manager. You allocate hours to staff members in PlanRight. The pink box in this example shows the tasks that make up the job. The box is pink in this example, but it may not be pink for you, as the colour changes based on client, task, job or manager depending on your [colour mode settings](http://help.planrightapp.com/docs/organisation-settings#plan-settings). The above job is relatively simple, so it just has one task - 120 hours of design. A more complicated job may have more tasks: [block:image] { "images": [ { "image": [ "https://files.readme.io/85084fe-Hat_box_-_all_tasks_allocated.png", "Hat box - all tasks allocated.png", 974, 644, "#e3d5d8" ] } ] } [/block] This job has three tasks - creating the quote (two hours), design (100 hours) and planning (four hours). [block:api-header] { "title": "How to assign tasks in the schedule view" } [/block] You allocate time in PlanRight by assigning tasks to staff members. 1. Click on the relevant task box, and drag it to the spot on the schedule that corresponds with the staff member who you want to complete the work 2. Type in how many hours you want to assign to the staff member. 3. Click on the sides of the task box, and expand or contract the box to set the time frame 4. Click anywhere in the box to drag it to another spot in the schedule, or to another staff member You’ll see the staff member’s other commitments, so you can allocate work accordingly. [block:api-header] { "title": "Using the schedule view" } [/block] The schedule view shows your staff members’ scheduled time in context. This helps you see who is over capacity, and who has spare capacity. This information comes from other jobs you have planned. PlanRight also uses colour codes to show how much capacity staff members have, and how much time they have logged in the past. [This page has more information about colour codes in PlanRight.](http://help.planrightapp.com/v1.0/docs/colour-codes-in-planright) Here’s an example of a job in the schedule view: [block:image] { "images": [ { "image": [ "https://files.readme.io/557fee6-Hat_box_example.png", "Hat box example.png", 1023, 565, "#e3d9db" ], "caption": "This is a job to design a hat box for My Fair Lady Hats." } ] } [/block] The planning and client meetings have been allocated in this job, and 60 out of 120 hours of the design work has also been allocated. This means there are 60 hours left to allocate. You can see that Maria is at capacity from this job, because each day has [dark blue shading.](http://help.planrightapp.com/v1.0/docs/colour-codes-in-planright) We can also see that Samson Dario has some capacity, but with 50 hours spoken for by other jobs over the next two weeks, he is unlikely to have room for another 60 hours on this job. However, Stafford Cro has lots of capacity - he’s only working for two hours over the next two weeks. With this in mind, we can assign him the remaining 60 hours of design work. [block:image] { "images": [ { "image": [ "https://files.readme.io/b4785f6-Hat_box_-_all_tasks_allocated.png", "Hat box - all tasks allocated.png", 1026, 703, "#e7dcde" ] } ] } [/block] All of the tasks are now allocated, everybody is at or below capacity, and the job will be finished on Friday, 9 March.