Planning and Scheduling
Managing availability and resources along with task and activity management
30 articles
Availability and Resource planner
Find out about availability, where you can find it, and how Current handles shortages.
What is availability?Find out about availability, where you can find it, and how OnRent Events handles shortages.
How is availability calculated?An overview of all of the ways that your availability is impacted.
How do the stages of an opportunity impact product availability?An overview of how your stock is adjusted when added to an inquiry, draft, quotation, and order.
🎞️ What is the Resource Planner?See a calendar of all of your bookable resources any opportunities with unallocated services with the Resource Planner.
Allocate staff, vehicles, or venues using the Resource PlannerSee what all of your staff, vehicles, and venues are booked in for and easily allocate service bookings to them on the planner.
Activities and Calendars
Set reminders or to-dos for you or colleagues using activities, then use activities to see a full history of interaction with a customer or colleague.
What’s an activity?Set reminders or to-dos for you or colleagues using activities.
The Activities main screenSee a list of all pending activities across your system.