Here you will find detailed functions for managing your resources. Record employees, projects, absences and work equipment. Plan your staff, keep track of projects, manage dispositions and calculate utilisation. Discover our diverse functions and optimise your resource management with planr.
Each pre-set filter can be individually enabled or disabled in the personal settings and will be displayed or hidden in the sidebar accordingly.
With a click on the "pencil" icon, you can create a custom filter. Easily specify and assign teams, groups, or supervisors
In custom filters, you have the option to choose the order in which employees are displayed. Simply drag and drop employees to arrange them in the desired order.
Custom filters can be shared with other users, allowing for centralized management if desired (e.g., by the administrative staff).
Planr allows for efficient planning by providing filter options. The filters are additive, meaning you can filter based on multiple criteria simultaneously. You can select multiple elements in a single filter, such as multiple project managers, to narrow down your search and focus on specific information
The weekly overview provides employees with a summary of their schedule for the week. They can quickly see their planned activities, including the days, times, and locations they are assigned to.
In the detailed view of a disposition, employees can see if other colleagues are also assigned to the same project. They can access additional information such as notes, addresses, and other relevant details related to the disposition.
Planr provides the option to display the workload control in the first row. By enabling the "Display workload control in the first row" setting in the personal preferences, users can see the percentage of workload for the staff in the first row of the Employees, Projects, and Service sections. This allows for easy and quick monitoring of the overall workload distribution and helps ensure optimal resource allocation.
With a single click on the "Workload" button located in the top right corner, users can access a graphical representation of the workload. This overview provides a visual display of the workload distribution across different time periods, such as week, month, or year. Users can easily identify periods of high or low workload and make informed decisions regarding resource allocation and project planning. The graphical overview can also be exported as a PDF file for further analysis or sharing with stakeholders.
When managing vacancies, users can edit and modify them just like regular dispositions. The process of replacing vacancies with actual employees is straightforward. By clicking on a vacancy, a pop-up window appears, allowing users to select and assign a regular employee to the specific position. This feature ensures seamless management of vacancies and enables users to maintain an accurate and up-to-date workforce schedule.
To facilitate rough and long-term planning, users can create and disposition vacancies. Vacancies are clearly identified in the workload overview, indicating potential overload in the schedule. At a later stage, vacancies can be easily replaced with actual employees. This flexible feature allows for effective resource management and ensures a balanced workload distribution.
The administrator can define the company's standard working hours and adjust them at any time. planr takes "non-working hours" into account and automatically leaves them free for new dispositions. For example, a reduced working time can be entered for Fridays. If, however, a weekend is worked unscheduled, this can be manually reworked in the disposition concerned.
Public holidays, bridge days and school holidays can be entered in planr. Simply mark the start date, select further days with CTR L or click on the last date with Shift, then select the appropriate checkbox and you are done. For further entries, click directly on the next date without saving. At the end, confirm with Save.
To create a new disposition for an employee on their dedicated page, press and hold the left mouse button, then drag a bar over the desired timeframe. Alternatively, you can double-click on the desired area. Depending on the selected view, you can create hourly, daily, or weekly bookings. In the pop-up window, enter the details of the disposition. Select whether it is a project, a service order, an absence, or an information entry.
On the pages "Projects", "Service" , "Absences" and" Work equipment" a disposition is created in the same way, but the pop-up window looks different than on the staff page. In this pop-up window, those employees who are still available for the selected period are marked as green.
Several names can be entered in the "Employees" field. This makes it easy to create dispositions for several employees at the same time.
For multiple disposition on the other pages, several employees can be selected simultaneously with the CTRL key.
All planned employees, projects, service orders or worke quipment can be deleted individually or in the series. Simply select and click "DELETE" or delete with the DELETE button.
There are three possibilities for editing: Option 1: Move horizontally with the left mouse button. Option 2: Adjust the fields directly in the pop-up window and save.
Hold down the left mouse button and press the CTRL key to select the desired dispositions. A small bar with a copy symbol opens at the bottom right. As soon as this is clicked, the employees for whom this disposition is to be copied can be selected.
Marking options of several dispositions: Hold down the ALT key and draw a frame with the left mouse button. Release both keys, then the marked dispositions appear in white. Alternatively, individual dispositions can be clicked on by holding down the CTRL key. Click on the "pencil" in the small bar on the lower right to call up the detail pop-up. All fields that are not marked grey are the same for all selected dispositions and can be changed and saved for all of them at the same time. Click on the dustbin to delete and on the copy symbol to copy
When creating a disposition, you have the option to indicate whether it is an absence. Simply select "Absence" and then choose the corresponding designation from the right column. Examples of designations include Vocational School, Vacation, Time Off, Public Holiday, and more. This allows for easy categorization and management of different types of absences within the planning system.
When creating a disposition, you can set up a series of appointments, for example, for school days of apprentices. Simply select "Series of Appointments" in the bottom right corner of the pop-up window. You can then define the duration of the series and the recurrence pattern. This feature enables the easy input of recurring dispositions, such as vocational school every second Thursday. Tip: If there are occasional variations, such as one school day versus two school days, you can create separate series of appointments to accommodate these variations.
When adding employees, you can enter fields such as working hours, email address, mobile number, and notes. This allows for comprehensive employee profiles and easy access to their contact information and relevant details within the planning system.
When creating new projects, you can assign them to specific project managers. You can also customize display names and colors for quick identification. Additionally, you have the option to enter the project's start and end dates, enabling better project tracking and scheduling within the planning system.
Use the "+" button to add new service orders. A pop-up window will appear where you can enter the required information. The disposition starts at the specified date and time shown here, with a default duration of two hours. The disposition is assigned to an available technician unless specified otherwise. This feature streamlines the process of creating service orders and assigning them to the appropriate staff within the planning system.
With the "+" button, you can create new types of absences. Clicking on the "+" button opens a pop-up window. In the "Label" field, you can define the name of the absence. The notes field allows you to save any relevant information. Additionally, you can choose a color for each type of absence, enhancing visual organization and distinction within the planning system.
In this view, you can plan and manage equipment or tools such as measuring devices or vehicles. Use the "+" button to add new equipment or tools. They will be visible and available for all project managers to plan. You can assign a responsible person to each equipment or tool. This allows for filtering and tracking based on responsible individuals within the planning system.
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