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Pick Your Planning Mode

When you first sign up to PlanRight, you'll be given a few options on how you'd like to set up your account. You can choose to use demo data or connect to your WFM/XPM account to use your own data. You will also be asked whether you'd like to use PlanRight in Weekly planning mode or Monthly planning mode.

 Switching between modes

We advise that once you pick a planning mode to work in, don't switch to the other one. There are a few differences in how the two modes work & integrate with WFM/XPM which can cause confusion if you switch modes.

Learn more about these differences using the following links
Task dates:
Task hours:

Weekly Planning Mode

If you plan your work week by week, use the Weekly planning mode.

Monthly Planning Mode

If you plan your work on a monthly & yearly basis then use Monthly planning mode

Monthly planning mode includes the weekly schedule view from Weekly mode as well as a Month view & the Year Planner.

Next (Connecting to WFM/XPM)

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