Planner Options

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This form lists available data providers in the panel on the left.

Add Provider

Select the data provider by highlighting it, and then click this button to add the provider to the planner. For example, to add service requests by JC employee data provider, highlight it and click Add Provider.

When you add a data provider, a new tab displays on the form containing options to filter the data provider.

Note: You can add more than one data provider to the planner, as long as the same element is being displayed in the left column of the planner. Once a data provider is selected, an icon displays next to any other data provider to indicate it is not compatible with the selected provider.

Remove Provider

Select the data provider and then click this button to remove the provider from the planner.

Properties

The table of properties displays all the settings available for the generic planner:

Allow Copy/Paste

If you select this option, you can copy a record and paste it to another time or assign to another employee.

Allow Create New

If you select this option, you can create a record from the planner.

Allow Drop

If you select this option, you can change the security on the record by dropping it on the responsible user. You can also define your Workflow so that you can be dropped on the record for assignment.

Allow Drag Move

If you select this option, you can change the security on the record by dragging it to the responsible user. You can also define your Workflow so that you can be dragged to the record for assignment.

Allow Drag Reassign

If you select this option, you can drag and reassign a record to another assigned item. For example, in the Service Requests by JC Employee planner, you can drag a service request up/down to reassign it to another JC employee.

Allow Drill down

If you select this option, you can double click the displayed record to open the detail record. If the user preference Drill down is read only is selected, this also applies to the planner.

Drill down Navigatable

If you select this option, when you drill down into planner detail, you can use navigation buttons on the form so that other jobs can be viewed while in drill down mode.

Read Only

If you select this option, the planner is read-only and you cannot create new, drag or drop records from there.

Can Edit Definition

If you select this option, when viewing the planner, the option to edit the planner definition is available.

Show Zoom

If you select this option, when viewing the planner, the display interval can be changed.

Working Calendar

Once a data provider is selected, you can select the working calendar to be assigned to this planner. This determines the way the time line displays, applying the business times and colours for standard, non-working, custom days and alternating intervals defined in the CRM working calendars.

Hide standard non working time

If you select this option, the planner will hide all days set as standard non-working. That is all days that are deselected on the main tab on the working calendar. If a working calendar is not selected, this setting has no effect.

Hide non working time

If you select this option, the planner will hide all days set as non-working. That is all days that are set as not working on the Non Working and Custom Dates tab, and any days set in linked Non-working Day Groups of the working calendar. If a working calendar is not selected, this setting has no effect.

Default Time Interval

Select the time interval that the planner time line uses on loading. Available options are:

• 15 Mins
• 30 Mins
• Hourly
• AM/PM
• Days
• Weeks

The interval can be changed when viewing the planner if Show Zoom is selected.

24 Hour clock

Applicable if the time interval is 15 Mins, 30 Mins, or Hourly. If you select this option, the times on the time line displays in 24-hour clock notation. If not selected, the times displays in 12-hour clock notation.

Allow 24 Hour clock change

If you select this option, when viewing the planner, users can change between 12-hour or 24-hour clock display. If not selected, the 24 Hour clock option is applied and cannot be changed from the planner.

Start date

Enter the start date from which the planner is to be displayed when it is loaded to the desktop. Double-click the calendar icon to show the calendar month for date selection.

End date

Enter the end date to define the date range for which to export the planner to Excel. Double-click the calendar icon to show the calendar month for date selection.

Sort against property

Once a data provider is selected, this option becomes available. You can select an attribute by which to sort the Y-axis properties. For example, a planner with the Service Requests by JC Employee data provider will show some of the properties by which you can sort the display of JC Employees.

Row height

The default value is 16 (pixels) but can be increased to customise the size of the rows displayed in the planner (it must be greater than or equal to 16).

Column height

The default value is 30 (pixels) but can be increased to customise the size of the columns displayed in the planner (it must be greater than or equal to 30).

To view an example of how to set up and view a planner if Service Requests by JC Employee is selected as the data provider, click on these links:

Service Requests by JC Employee

Viewing the Planner

The basic process for defining planner data filters is the same for all the data providers. Specific information for JC job data providers is outlined below:

Jobs by Parent Job

• This data provider displays parent JC Jobs on the y-axis of the planner, and their sub-jobs along the x-axis.
• The planner options provide selection filters for both the sub jobs and the parent jobs.
• On the planner, a job cannot be moved up or down (ie, sub-jobs cannot be reassigned to a different parent job).
• On the planner, a job can be dragged left or right to change the date span (Start Date and Expected Completion Date).

Jobs by Employee

• This data provider displays JC employees on the y-axis of the planner, and jobs that have the employee assigned to them along the x-axis.
• The planner options provide selection filters for both the jobs and the JC employees assigned to the jobs.
• On the planner, a job can be dragged up or down to add employees to the job.
• On the planner, a job can be dragged left or right to change the date span (Start Date and Expected Completion Date).

Jobs by Account Manager

• This data provider displays JC employees who are managers on the y-axis of the planner, and jobs that have the employee as the Account Manager along the x-axis.
• The planner options provide selection filters for both the jobs and the account managers (JC employees).
• On the planner, a job can be dragged up or down to reassign its Account Manager.
• On the planner, a job can be dragged left or right to change the date span (Start Date and Expected Completion Date).

Jobs by Job Manager

• This data provider displays JC employees who are managers on the y-axis of the planner, and jobs that have the employee as the Job Manager along the x-axis.
• The planner options provide selection filters for both the jobs and the job managers (JC employees).
• On the planner, a job can be dragged up or down to reassign its Job Manager.
• On the planner, a job can be dragged left or right to change the date span (Start Date and Expected Completion Date).
• A user can drill down on a job on the y-axis if the job belongs to their Profit Centre Group. An error message is given if the job does not belong to their Profit Centre Group.

• Service Requests by JC Employee

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