A comprehensive software platform that enables users to keep track of what team members are up to at all times and assign them multiple tasks
Don't waste another precious work day preparing your schedule the old-fashioned way. Merging cells on Excel is no way to manage schedules. Instead, use Excel to retrieve the calculations from Planning Pro and/or optimize your rates. With Planning Pro, there is zero confusion. It operates on the same philosophy as the Excel interface, only with a planning functionality built on top. With the tedious aspects of planning simplified, you can now devote your energies to more productive tasks.
With the help of this powerful software tool, managers can quickly assign multiple tasks as well as clients to any employee. They can even manage vacation scheduling in order to rotate tasks between the available human resources.
For a better view of the assigned task landscape, managers can use multiple colors when defining the schedule. Moreover, they can set equipment cycling to ensure increased efficiency even during holiday months.
By clicking on the name of a resource, the interface will change so that you can see all assigned tasks in a detailed view.
Create a predefined list of tasks. You can find it by right clicking and then in just one more click, you can add the chosen task to the schedule! You will notice that when you select a task, two small rectangles appear which allow you to expand the task over several days.
Simply hold down the left CTRL key on your keyboard while moving the task to duplicate it! Note that you can still also use traditional copy/paste to achieve the same. You can also copy and paste days or weeks to a task group.
You can easily link a task to a client through its properties. This will allow you to quickly view the stats of any particular customer!
In one click, you can edit one or all of the individual schedules in PDF format. It is also possible to email the schedule to each of your employees. They will receive the PDF schedule as an attachment.
With the HTML option, Planning Pro will take care of creating the associated internet pages and can automatically send them to a folder on your website. This allows you to view your schedule online from your smartphone or from any other device that can access the internet. This feature is ideal for sharing your schedule or a group planning with your employees!