Planning board (Bèta) can be found in the Applications menu. Click here to go to this application.
This application gives you an instant overview of the resource demand from projects and activities versus the available resources. Specify resource requests by skills, roles and teams and simply allocate resources by dragging and dropping them onto the requests.
You can enter both single and recurring bookings based on a specific pattern. You can add detailed information like instructions, location, skill qualifications and action items for resource allocation and communication purposes.
- Combined view using the two Board-options
- Display can be divided in a horizontal or vertical way
- View by day, week or month
- Boards are related
- Several notifications can be selected
- Kiosk mode (play mode)
After opening the planning board, the boards last used are displayed. Changing or closing a board can be done by using the selection list, upper left hand corner.
If you open the planning board for the first time, you have to choose the views in the left upper corner (picklists for upper / lower board).
Use views to set-up which resources, projects and entries are displayed. Use the pulldown menu to the left upper corner of the screen to selecte an existing view or create a new view. Use of these options can be (de-)activated in User profiles
For more information about views, go to Views
Use the day/weeks option on top of the screen to select the period you want to see. Use the date option to navigate to the correct date.
The top or left board is basically leading to another board. For example, when for the first board a different time period is selected, this selection will also be applied to the other board.
- Time/period display options:
- 1 day/7 days: display per hour
- 1 week - 8 weeks: display per day
- 1 month - 6 months: display per week
- Date: go quickly to date
Scheduling - create a booking
To create a resource booking select a Resources view and select the relevant resource. Drag the time interval and a detail screen will appear. Use the screen to add the project, activity and other relevant data. For more details check out Resource Booking.
It is also possible to create a booking for multiple resources at the same time by selecting the resources (use Shift or Ctrl on you keyboard).
To create a resource request select a Projects view and select the project. Drag the time interval and the detail screen will appear. Fill the activity and enter other relevant data. Resources can be added by selecting the Resources section in the pop-up screen. For more details check out Resource Request.
You can also add a booking by double clicking on a day, or click with the right mouse button and choose ' add booking'.
When 2 boards are active, a resource view and projects view you can also start bookings by dragging resources to a project activity date or dragging a project activity to a resource date.
In settings (an the right lower corner) you can setup in which view the bookings are shown (color, label, footer). In addition, you can also set up notifications ('notifications in case of conflicts') and the start- and end time planning board.
Other navigation options
In addition to the graphical display all entries can also be displayed in a list view by clicking the list view option. Shows all the details of the selected projects or resources. From this view, the following options are available:
The resource board and project board can also be displayed in a play mode. This view shows the days and bookings. Buttons and other details are hidden.
Bookings are updated every 30sec. In the right upper corner is shown when the schedule was last updated.
The play mode is suitable for a display on a larger screen so that everyone can see a live version of the planning board.