First Steps with planr
This quick guide walks you through the most important functions of planr and helps you get started quickly with the application. For more detailed information on individual functions, click on the corresponding links in the sections.
What is planr?
planr is a web-based application for efficient resource planning. It requires no installation and can be used in the browser via Google Chrome or Microsoft Edge. More information can be found in the Basics.
Access and Login
- Open your web browser (Google Chrome or Microsoft Edge)
- Navigate to the planr website
- Log in with your credentials
Further details on login and user management can also be found in the Basics.
The Most Important Functions at a Glance
Views
planr offers various views for different planning 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 environment
More about the different views and their customization can be found under Views & Display Options.
With the "Today" button, you can jump to the current date at any time. More navigation tips can be found under Views & Display Options.
Create New Elements
To create new elements such as employees, projects, services, absences, or equipment:
- Click on the Plus symbol (+) to the right of the corresponding section (Employees, Projects, Service, Absences, or Equipment)
- Fill in the required information
- Save the changes
Detailed instructions can be found under:
Create Dispatch
How to create a new dispatch:
- In the employee view, drag a bar over the desired period with the left mouse button pressed, or double-click
- Enter details in the pop-up window (Project, Service, Absence, Info)
- Save the dispatch
Detailed information on dispatching can be found under Dispatch.
On the "Projects", "Service", "Absences", and "Equipment" pages, a dispatch is created in the same way (drag & drop or double-click). The pop-up window shows available employees in green. More on Availability Check.
Use Detail View
The detail view offers extended functions:
- Down arrow above all names: Expand all rows
- Right arrow next to a name: Expand individual row
- Elements can only be moved, copied, or extended in detail mode
More on the detail view under Detail View.
Use Filters
planr offers various filter options. Detailed information can be found under Filters.
Types of Filters:
- My Filters: Self-created filters
- Standard Filters: System-predefined filters
- Shared Filters: Filters shared with other users
Create New Filter:
- Click on "Manage Filters" in the menu
- Select the plus sign for a new filter
- Assign a name
- Assign a scope (e.g., Employees)
- Add filter criteria
A click on the filter icon shows all available filters in the current view (see Fig. Apply Filter). If one is selected, it is active.
Multi-level Filters:
- Combine multiple filters with AND/OR
- Create complex conditions for specific views
More on complex filters under Multi-level Filters.
Select and Edit Multiple Dispatches Simultaneously
There are two ways to select multiple dispatches:
With CTRL + Click: Hold down the CTRL key and click on the desired dispatches (see Fig. Select Dispatches, top). Hold down the ALT key and drag a rectangle over the desired dispatches with the mouse (see Fig. Select Dispatches, bottom).
Copy & Paste Function
How to copy or move dispatches:
- Select dispatch(es) by holding down the CTRL key or ALT + Drag
- Copy with CTRL + C / Cut with CTRL + X
- Click the target cell, then CTRL + V to paste
More information on copying and moving under Copy & Paste.
Check Capacity Utilization
Detailed information on capacity utilization control can be found under Capacity Utilization.
To check capacity utilization:
- Click on the graph icon
- Utilization is displayed as week, month, or year (depending on the selected calendar view)
- The percentage shows the total utilization including absences
- Maximum utilization = 100% (if no vacancies were dispatched)
Plan Vacancies
More information on planning with vacancies can be found under Vacancies.
Vacancies allow for flexible rough planning when it is not yet clear which employees will be available.
How to plan vacancies:
- Create a dispatch in the project
- Click the "+Vacancy" button
- Choose the number of vacancies and category:
- Site Manager
- Apprentice
- Installer
- Project Manager
Later, you can replace vacancies with specific employees by clicking on the vacancy and selecting the desired employee in the pop-up window. Details under Vacancies.
Tips & Tricks
Display Settings
- Click on "Display" in the top right
- Customize bar texts individually (Description, Notes, Date)
More customization options under Display Settings.
Live Search
- Use the search field in the top right
- Search starts automatically without pressing Enter
More on search under Search.
Avoiding Double Bookings
planr has an intelligent system for preventing double bookings:
- Automatic detection of overlaps
- Maximum dispatch level of 100% per time unit (dispatch level is adjusted automatically)
- In case of conflicts, planr offers options:
- Booking only for available times
- Cancel booking
- Special handling of school days for apprentices
Detailed information on detected double bookings under Detected Double Bookings.
Mobile Use
Detailed information on mobile use can be found under Mobile Use.
The mobile version of planr offers:
- View own dispatches
- Create new dispatches (Plus sign)
- Edit existing dispatches (Pencil icon)
- Select Project, Service, Absence, or Info
- Adjust date, time, and notes
For more detailed information on individual functions, please consult the corresponding linked sections in the main documentation.