{"_id":"589b73a2d23c4d1b00856017","__v":0,"parentDoc":null,"user":"55ef2835e7f5490d000c0e4f","category":{"_id":"5789af34f55bf80e00d0c34f","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-07-16T03:51:16.168Z","from_sync":false,"order":1,"slug":"dashboard","title":"Weekly Planner"},"project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":12,"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"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2017-02-08T19:38:10.695Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":0,"body":"The weekly planner is a great way to plan and visualise your week.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Planning a Job\"\n}\n[/block]\nOnce the WorkflowMax sync is complete, you’ll find a list of all of your current jobs in the ‘Plan Job’ dropdown button on the top right of the screen.\n\nTo plan a job, just select it from the list shown in the dropdown.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/4d5c207-two2x.png\",\n        \"two:::at:::2x.png\",\n        960,\n        1046,\n        \"#c9c7c7\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Drag and Drop to Assign\"\n}\n[/block]\nEasily assign tasks by dragging and dropping them.\n\nSimply click on the task you wish to assign and then drag it onto the appropriate staff member. You’ll then be able to add in the amount of time they’re allocated for this task.\n\nResize the lozenge (by clicking and dragging the edges) to span the length of time the staff member has to complete the task assigned.\n\nYou can also drag tasks between staff members to reallocate them based on staff availability.\nWhen you are done planning the job, just click the ‘Exit Assign Mode’ link on the top right corner of the panel\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/3812206-three2x.png\",\n        \"three@2x.png\",\n        961,\n        1046,\n        \"#c6c8c6\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Quickly Drill into Jobs\"\n}\n[/block]\nEasily identify jobs that require more planning, and quickly drill in to edit.\n\nThe weekly planner makes it easy to see how much time is allocated to your jobs and tasks. \nYou can quickly drill into the ‘Plan Job’ view for any of your jobs on your weekly planner by double clicking on one of its lozenges.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/440a33e-four2x.png\",\n        \"four@2x.png\",\n        960,\n        1046,\n        \"#c2c1bf\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Entering Effort\"\n}\n[/block]\nWhen planning a job, you can enter the effort for each task.  Effort can be entered as hours or as a percentage.  When entering effort as a percentage, type the %, and the effort in hours will be automatically calculated based on the availability of the staff member.\n[block:callout]\n{\n  \"type\": \"success\",\n  \"title\": \"Entering Hours as a Percentage\",\n  \"body\": \"When setting the effort for a task, you can enter a percentage, such as \\\"50%\\\", and it will be automatically converted into hours.\"\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Total Hours Allocated\"\n}\n[/block]\nWhen updating effort, the total hours allocated for the task (shown in blue - see below) will be updated and the total hours allocated for the job (shown in a blue circle - see below) will also be updated.  Both are compared against the estimated hours for the task and job that has been set in WorkflowMax.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/dd8f043-Screen_Shot_2017-06-09_at_12.22.57_PM.png\",\n        \"Screen Shot 2017-06-09 at 12.22.57 PM.png\",\n        1490,\n        672,\n        \"#ece2e2\"\n      ]\n    }\n  ]\n}\n[/block]","excerpt":"","slug":"weekly-schedule","type":"basic","title":"Weekly Planner Overview"}

Weekly Planner Overview


The weekly planner is a great way to plan and visualise your week. [block:api-header] { "type": "basic", "title": "Planning a Job" } [/block] Once the WorkflowMax sync is complete, you’ll find a list of all of your current jobs in the ‘Plan Job’ dropdown button on the top right of the screen. To plan a job, just select it from the list shown in the dropdown. [block:image] { "images": [ { "image": [ "https://files.readme.io/4d5c207-two2x.png", "two@2x.png", 960, 1046, "#c9c7c7" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "Drag and Drop to Assign" } [/block] Easily assign tasks by dragging and dropping them. Simply click on the task you wish to assign and then drag it onto the appropriate staff member. You’ll then be able to add in the amount of time they’re allocated for this task. Resize the lozenge (by clicking and dragging the edges) to span the length of time the staff member has to complete the task assigned. You can also drag tasks between staff members to reallocate them based on staff availability. When you are done planning the job, just click the ‘Exit Assign Mode’ link on the top right corner of the panel [block:image] { "images": [ { "image": [ "https://files.readme.io/3812206-three2x.png", "three@2x.png", 961, 1046, "#c6c8c6" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "Quickly Drill into Jobs" } [/block] Easily identify jobs that require more planning, and quickly drill in to edit. The weekly planner makes it easy to see how much time is allocated to your jobs and tasks. You can quickly drill into the ‘Plan Job’ view for any of your jobs on your weekly planner by double clicking on one of its lozenges. [block:image] { "images": [ { "image": [ "https://files.readme.io/440a33e-four2x.png", "four@2x.png", 960, 1046, "#c2c1bf" ] } ] } [/block] [block:api-header] { "title": "Entering Effort" } [/block] When planning a job, you can enter the effort for each task. Effort can be entered as hours or as a percentage. When entering effort as a percentage, type the %, and the effort in hours will be automatically calculated based on the availability of the staff member. [block:callout] { "type": "success", "title": "Entering Hours as a Percentage", "body": "When setting the effort for a task, you can enter a percentage, such as \"50%\", and it will be automatically converted into hours." } [/block] [block:api-header] { "title": "Total Hours Allocated" } [/block] When updating effort, the total hours allocated for the task (shown in blue - see below) will be updated and the total hours allocated for the job (shown in a blue circle - see below) will also be updated. Both are compared against the estimated hours for the task and job that has been set in WorkflowMax. [block:image] { "images": [ { "image": [ "https://files.readme.io/dd8f043-Screen_Shot_2017-06-09_at_12.22.57_PM.png", "Screen Shot 2017-06-09 at 12.22.57 PM.png", 1490, 672, "#ece2e2" ] } ] } [/block]