Overview
The Planner board shows your team down one side and time across the other, with every scheduled job sitting in the lane of the person doing it. Colour it by assignee and you can see at a glance who is carrying what. Colour it by workflow status and you can see how much of the week is still at cutting and how much is ready to install. Narrow it to blocked work and you have your morning call sorted in one click.
š„ Access permissions
Administrators, Power Users, the three Standard roles and Productivity users can open the Planner. Workflow Only, Deliveries Only and Time Tracking Only users cannot. Review user roles before granting access.
š Location in the app
Productivity>Planner
Calendar views
Switch between Day, Week and Month to see the same schedule at different levels of detail.
Day shows the finest grid, so short jobs and back to back work are readable. Only your configured working hours are shown.
Week is the working view for most shops. Each person has a lane, with their scheduled jobs and their calendar events side by side.
Month rolls the same work up to a month grid. Days with more work than will fit show a
+N moreyou can expand, and jobs that run across several days draw as a bar. Blocked jobs keep their red border.
A current-time line marks where you are in the day, and today is marked on every view.
š Note
The current-time line, "today" and the required date filter all run on your company's timezone, not the timezone of the person looking at the board. A team spread across states sees the same day boundaries.
The Orders column
The Orders column down the left holds every order ready to be put on the calendar, with a count so you always know how much work is in front of you.
Collapse the column when you want the calendar to have the full width, and expand it again when you are ready to schedule.
You can filter orders by all, scheduled, partial and unscheduled.
Scheduled: all assignees and resources are scheduled in the Planner.
Unscheduled: no assignees or resources are assigned.
Partial: there are multiple team members and resources assigned to the job, but they are not scheduled in the calendar.
See Scheduling Jobs.
Colour on the board
Colour is the fastest way to read the board. Use the Colour by control in the toolbar to choose what colour means.
Off/no colour: entries are uncoloured. Use this when you want a plain board.
Assignee: every job takes the colour of the person doing it. An order split across three people shows three colours.
Workflow status: every job takes the colour of the stage it is at.
Two things worth knowing:
One at a time. You can colour by assignee or by workflow status, not both.
Your screen only. Your choice does not change the board for anyone else, unless you save it into a view. Two people can look at the same week through different lenses.
š Note
Colouring by workflow status only works as well as your status colours. A status with no colour set against it, a quote for example, leaves the job uncoloured. Assignee is the more reliable starting point because everyone has a colour.
Where member colours come from
A team member's colour is set on their record in Global Settings > Team. That colour is their colour across Factory, so changing it also changes where they appear on timesheets and purchasing. Administrators can set colours for the team, and anyone can change their own.
Setting a colour on one job
Administrators and Power Users can set a colour on a single job so it stands out. Unlike the Colour by lens, a colour set this way shows to everyone, whatever lens they are using. Use it for the job that has to be watched this week.
Set it from the colour row in the job's side panel. See Scheduling Jobs.
Status on a card
Colour tells you whose job it is and where it sits. Borders tell you how it is going.
Completed: green border and a tick. The job keeps its own colour underneath, so you can still see who it belongs to.
Blocked: red border, with the reason recorded against it.
Because the border sits over the colour, a card can read as "John's job, blocked" at a glance. Marking work complete or blocked is covered in Scheduling Jobs.
Filters
The filter panel narrows the board by:
Users: show or hide people.
Progress: show all work, or narrow to in progress, blocked or completed.
Workflow status: filter job cards by their workflow status.
Assignee: filter by the assigned team member. Both Standard and Assignee user types appear in the list.
Labels: filter by any label configured in your workspace.
Required date: set a date window and both the calendar and the Orders column narrow to jobs with a required date inside it.
š Note
Empty means empty. If you untick everything in a filter, you get an empty board rather than the whole board back. That is deliberate, so a filter never quietly shows you more than you asked for.
What the board remembers
The Planner opens on a clean board. Your filters and your colour lens reset when you reload the page. If you want a setup to come back, save it as a view and mark it as your default. See Planner Saved Views.
Search
Search the board by assignee, order number, customer name and more. Partial matches work, so typing 61 returns any customer or order with 61 in it, including order 610.
Settings
š„ Access permissions
Only Administrators and Power Users can open Planner Settings.
š Location in the app
Productivity>Planner>Settings(gear icon)
Work hours
Set the hours your team works. The Day view then shows only that window, so you are not scrolling past an empty night shift to read the day.
Display options
Toggle each detail on or off to control what appears on each order card:
All
Order #
Start / Finish Time
Customer name
PO #
Notes
Assignee
š Note
Click
Saveto apply any changes made to Planner Settings.