Using the Planner View

Overview

The Planner provides a Gantt-style timeline view of all resource assignments. Visualize equipment and crew schedules across projects to optimize utilization and avoid conflicts.

Accessing the Planner

Step 1: Navigate to RESOURCE PLANNER → Planner.

Understanding the Planner View

The Planner displays:

• Left panel - List of resources (assets or people)
• Timeline - Horizontal bars showing assignment periods
• Date range - Configurable view window
• Color coding - Different colors for different projects

Navigating the Timeline

• Scroll horizontally - Move through dates
• Zoom in/out - Change time scale (days, weeks, months)
• Jump to date - Click date picker for specific dates
• Today line - Vertical line showing current date

Filtering Resources

Narrow the view by:

• Asset type
• Project
• Division or department
• Availability status

Identifying Issues

The Planner helps spot:

• Conflicts - Overlapping assignments for same resource
• Gaps - Unassigned periods (underutilization)
• Overcommitment - Too many resources on one project
• Upcoming needs - Resources becoming available soon

Quick Actions

• Click a bar to view assignment details
• Drag bar edges to adjust dates
• Double-click empty space to create new assignment

Tips

• Use weekly view for short-term planning
• Use monthly view for long-term resource allocation
• Review regularly during planning meetings