Scheduling

Can I plan by day?
Yes, you can. This option is only available in the Plan in PlanRight sync mode. To access daily planning click on one specific date on the Dashboard Schedul...
Tue, 30 Jun, 2020 at 4:25 PM
Does PlanRight schedule by jobs?
No.  With PlanRight, you schedule the Tasks associated with each of your Jobs.  You drag and drop each individual task block onto the dashboard. However you...
Tue, 30 Jun, 2020 at 4:26 PM
How do capacity calculations work?
Capacity calculations are calculated based on the working hours and productive percentages set for individual staff members. PlanRight calculates the number...
Tue, 30 Jun, 2020 at 4:29 PM
Can I create new tasks directly on the PR schedule?
No. PlanRight syncs data from WFM/XPM including your Clients, Jobs and Tasks in order for you to be able to start scheduling. Therefore, you need to be usin...
Tue, 30 Jun, 2020 at 4:30 PM
How do I block out annual leave/public holidays?
We suggest using a leave job from WFM to block out forecast leave/non-standard non-working days.
Mon, 14 Sep, 2020 at 3:06 PM