Using the Planner View

The Planner gives you a timeline view of assignments across equipment and people. It helps your team see what is scheduled, spot conflicts early, and make better dispatch decisions across projects.

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Overview

The Planner is a Gantt-style view inside CLUE that shows assignments across time. Instead of looking at one dispatch at a time, you can see the schedule in one place and quickly understand who or what is assigned, when the assignment starts, and where gaps or overlaps may exist.

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Accessing the Planner

Start by opening the Planner from the Resource Planner section. This is the main view for timeline-based scheduling in Dispatch.

Go to Resource Planner > Planner.

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Understanding the Planner View

The Planner is built to show assignments in a simple left-to-right timeline. Once the page is open, you can review resources on one side and assignment bars across the timeline on the other.

The Planner displays:

• Left panel - a list of resources, such as assets or people
• Timeline - horizontal bars showing assignment periods
• Date range - the current time window being viewed
• Color coding - different colors to help separate projects or assignments

If your team is also creating or adjusting dispatches from the main board, this works well alongside Using the Dispatch Board.

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Navigating the Timeline

The Planner is meant to be flexible, so you can move between short-term and long-term planning without leaving the page. Use the timeline controls to focus on the dates that matter most.

You can:

• scroll horizontally to move through dates
• zoom in or out to switch between days, weeks, or months
• jump to a specific date with the date picker
• use the Today line as a quick reference for the current date

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Filtering Resources

Filters help narrow the Planner so you only see the resources you need for the current planning task. This is especially helpful when the schedule includes a large number of assets or people.

You can filter the view by:

• asset type
• project
• division or department
• availability status

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Identifying Issues

One of the main benefits of the Planner is that it helps your team spot scheduling problems quickly. Looking at assignments on a timeline makes gaps and conflicts much easier to see than they are in a list view.

Use the Planner to look for:

• conflicts - overlapping assignments for the same resource
• gaps - unused time between assignments
• overcommitment - too many resources tied to one project
• upcoming needs - resources that will be available soon

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Quick Actions

The Planner is not only for viewing assignments. It also gives your team quick ways to review and adjust the schedule directly from the timeline.

You can:

• click an assignment bar to view its details
• drag the edges of a bar to adjust dates
• double-click empty space to create a new assignment

If you need to build a new move first, Creating a New Dispatch is the next step.

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Tips

A few simple habits can make the Planner easier to use during day-to-day scheduling. The best view usually depends on whether you are planning the next few days or looking further ahead.

• use weekly view for short-term planning
• use monthly view for longer-term scheduling
• review the Planner regularly during planning meetings