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Planner

Schedule jobs to team members, plan production capacity, and add custom events to the calendar.

Overview

This collection covers everything related to the Planner page in Factory, from the calendar overview through to scheduling individual jobs and adding non-order events. Use it to balance workload across the team, sequence work, and keep the team's full schedule in one place.


πŸ“š Planner Guides

Calendar-based view for assigning jobs to team members and scheduling them across days, weeks, or months.

Schedule jobs to team members and time slots, set start and finish times, assign labels, and mark work as done.

Add non-order events (team meetings, training, maintenance, holidays) to the Planner without linking them to a sales order.

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

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