First Steps with planr

This quick guide walks you through the key functions of planr and helps you get started fast. For detailed information, follow the links in each section.

What is planr?

planr is a web-based application for efficient planning of resources, projects, and teams. No installation is needed; use it directly in Google Chrome or Microsoft Edge. More details in the Basics.

Who is planr for?

• Web application: for everyone who plans – e.g., admin or project lead.
• Mobile View: for employees to see their own assignments and bookings on mobile. With the right permissions, you can also create or edit assignments/bookings on mobile.

Access and login

1. Open your browser (Google Chrome or Microsoft Edge).
2. Go to the planr website (link provided by the planr team).
3. Log in with your credentials.

More details on login and user management in the Basics.

tip

Save the correct favorite: to always open on today's date, save a link without a fixed date. Favorites containing a date always jump to that date. Use a general link ending with aroapp.io as your favorite.

Key functions at a glance

Create new items

To create new items (employees, projects, services, absences, or equipment):

1. Click the Plus (+) to the right of the relevant section.
2. Enter the required information (fields marked with *).
3. Save.

Detailed guides:

• Employees
• Projects
• Service
• Absences
• Equipment

Create a new item via the plus

Create a dispatch

1. In the employee view, drag a bar over the desired period or double-click.
2. In the pop-up, enter details (Project, Service, Absence, Info).
3. Save the dispatch.

More details under Dispatch.

Dispatch in different views

On the Projects, Service, Absences, and Equipment pages, creation works the same (drag & drop or double-click). The pop-up shows available employees in green. More on the availability check.

Create a new dispatch

Use the detail view

The detail view offers extended functions:

• Down arrow above all names: expand all rows.
• Arrow to the right of a name: expand a single row.
• Only in detail mode can items be moved, copied, or extended.

More on the detail view: Detail view.

The detail view with advanced functions

Avoid double bookings

planr prevents double bookings intelligently:

• Automatic detection of overlaps.
• Maximum dispatch level of 100% per time unit (auto-adjusted).
• In conflicts, planr offers options:
  • Book only available times.
  • Adjust the dispatch level.
  • Cancel the booking.

Details under Detected double bookings.

Warning about potential double bookings

Mobile use

More details under Mobile use.

The mobile version of planr offers:

• View own dispatches
• View assigned equipment

With the right permissions:

• Create new dispatches (plus)
• Edit existing dispatches (pencil)
• Select Project, Service, Absence, or Info
• Adjust date, time, and notes

The mobile view of planr

Use filters

planr offers several filter options. More details under Filters.

Filter types:

• My filters: filters you created
• Standard filters: system-provided filters
• Shared filters: filters shared with other users

Create a new filter:

1. Click "Manage filters" in the menu.
2. Click the plus for a new filter.
3. Give it a name.
4. Assign a scope (e.g., Employees).
5. Add filter criteria.

Clicking the filter icon shows all available filters in the current view. Selected = active.

Apply a filter

Apply a filter

Plan vacancies

More details under Vacancies.

Vacancies let you plan flexibly even if the future assignee is unknown.

Steps:

1. Create a dispatch in the project.
2. Click "+Vacancy".
3. Choose number and category:
   • Site manager
   • Apprentice
   • Installer
   • Project manager

Assigning a vacancy

You can later replace a vacancy with a specific employee by clicking it and selecting the person in the pop-up. Details under Vacancies.

Create a new vacancy

Check utilization

More details under Utilization.

To check utilization:

1. Click the graph icon.
2. View as week, month, or year (depending on calendar view).
3. The percentage shows total utilization including absences.
4. Max utilization = 100% (if no vacancies are dispatched).

Open detailed utilization control

Views

planr offers several views for different needs:

• Day: detailed daily view
• Work week: overview of the work week
• Week: weekly overview
• Month: monthly overview
• Year: yearly overview
• Three-year view: available in Enterprise environments

More on views and customization: Views & display options.

The calendar views in planr

tip

Use the "Today" button to jump to the current date anytime. More navigation tips under Views & display options.

Select and edit multiple dispatches

Two methods:

• CTRL + click the desired dispatches (see Fig. Select dispatches, top).
• ALT + drag to draw a rectangle (see Fig. Select dispatches, bottom).

Select dispatches (top)

Select dispatches (top)

Select dispatches (bottom)

Select dispatches (bottom)

Copy & paste

1. Select the dispatch(es) (CTRL + click or ALT + drag).
2. Copy with CTRL + C / cut with CTRL + X.
3. Click the target cell, then CTRL + V to paste.

More under Copy & paste.

Copy and paste dispatches

Tips & tricks

Display settings

• Click "Display" top right.
• Customize bar texts (label, notes, appointment).

More options under Display settings.

Adjust display options

Live search

• Use the search field top right.
• Search starts automatically without Enter.

More on search: Search.

The live search

note

For more detail on specific functions, see the linked sections in the main documentation.