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Planner Settings

Configure working hours and the details shown on each job card on the Planner.

Overview

Planner Settings control workspace-wide behaviour for the Planner page, including the working hours displayed on the Day calendar view and the details shown on each Parent Job Card.

πŸ‘₯ Access permissions

  • Only Administrators and Power Users can configure Planner Settings. Review user roles before granting access.

πŸ“ Location in the app

  • Productivity > Planner > Settings (gear icon)


Work Hours

Set the team's working hours. The Day calendar view displays only the configured time window, making it easier to scan the planned workload during the working day.


Display options

Toggle each detail on or off to control what appears on each order card:

  • All

  • Labels

  • Order #

  • Start / Finish Time

  • Customer name

  • PO #

  • Notes


πŸ“ Note

  • Click Save to apply any changes made to Planner Settings.

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