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How to navigate through PlanRight

The top bar

The new top bar now shows the page title on the left. This shows you which page you are currently in.

The organisation name and the option to switch between organisations has been moved to the right.

The top right corner shows your username and when clicking on the dropdown arrow, you can see the options to Edit your profile and log out.

The Sidebar

PlanRight has an easy sidebar navigation which gives you the visibility of where you are constantly. In this sidebar you can find a set of pages within each menu item.

If you are an admin, you see:

  • Scheduling
    • Schedule
    • Jobs
  • Tasks
  •  Reporting
    • Forecast
    • Timesheets
  • Monthly Planning
    • Task Management
    • Staff
    • Planner
  • Settings
    • Users
    • Groups
    • Hourly Rates
    • Organisation
    • XPM/WFM Sync
    • Task Defaults
    • API
    • Billing
  • Help

If you are a Standard type user, you see:

  • Schedule
  • Tasks
  • Timesheets
  • Monthly Planning
  • Help

If you are on a Premium subscription, you see an extra two sets of pages:

  • Bookings
    • Work
    • Bookings
  • Rollover
    • Rollover
    • Audit

Please note that Monthly Planning is only visible when the Organisation setting has a planning mode of Monthly.

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