Use the project Job Planner to see a calendar of all of the opportunities within a particular project on your system. The project job planner includes all of the same features as the main Job Planner, meaning you can:
- Choose which opportunities within the project that you’d like to see within a period.
- Change the period you’re viewing and set when it starts.
- Get an idea of how busy you are on a particular day, week, or month.
- See general opportunity information and easily click through to an opportunity.
From a project page, click Job Planner under Actions. The default view is a list of all orders in the project’s store for the month.
Change the period
Set the start date by using the date field at the top.
See a month, week, or day by changing the view dropdown box.
Filter the view
Use the fields at the top of the screen to filter the view:
Search the name of opportunities.
Choose which states you’d like to see included in the view: inquiry, draft, quotation, or order
Select which stores you’d like to include in your view.
Hit the blue Update view button when you’re done.
Opportunities within the project for the period that match the filter criteria you’ve set up show in the calendar. Dates and times appear along the bar at the top, which sticks to the stop of the screen when you scroll.
Opportunities are color coded depending on their status. These colors correspond to the colors of opportunities in your main opportunities screen. There’s a key at the bottom of the Job Planner for your reference.
On each opportunity tile, key information is displayed:
- Opportunity subject
- Start & end dates
- Venue address
- Customer pickup or customer return labels
At the bottom of each tile, there’s a bar that breaks down the opportunity scheduler. For example, on the tile below I can see that we’re delivering on the first day, the in use days fall in the middle, and pickup is the final day.
See how busy you are
The number at the top of planner under the date shows how many concurrent opportunities you have going on, so it’s great for getting a quick overview of how busy you are on that day of the project.
You can change when you consider your company to be busy by adjusting your heatmap settings in System Preferences.