The planning board - update special

The most important changes

1. Setting up the planning board

The planning board consists of both a project planning as well as from a Deployment planning for your employees.

2. Project planning in the office

Die project planning gives you a complete overview of all current and upcoming projects over time. Projects are often planned or scheduled with a little more lead time, for example for the next few months or even for the whole year.

Add projects

There are two ways to add projects to the planning board.

Directly via the planning board

You can add projects directly via the plus icon on the planning board. Select a) an existing project from the project list or b) create a new one.

About the project list

You can also add projects to the planning board via the project list. It is important that you enter a start and end date.

Move projects

Projects can be easily moved with drag & drop, but also extended and shortened.

3. Deployment planning in the office

With the Deployment planning You can assign projects to your employees so that you always know exactly who is currently on which construction site. Assignments are usually planned a bit more quickly, e.g. 1-2 weeks in advance.

Add inserts

You plan assignments by dragging and dropping a project from the first column of the planning board to the bottom right of an employee's timeline.

Mission description

With one click, you can open and edit assignments. Here you can store a short job description for your employees, which they can then view on their smartphone (see “Employees on the construction site”).

Postpone missions

Just like projects, assignments can be moved, extended or shortened via drag & drop. Feel free to look up again under “Move projects”.

absences

If a team member records an absence (e.g. vacation or sick days) via time recording, this is automatically displayed in the planning board.

4. View on smartphone app

Your employees on the construction site get all important information on their smartphones.

New “Missions” section

At the bottom of the navigation bar, there is a new “Missions” section. Here, your employees can see all assignments planned for them.

functions

Your employees can see at any time which projects you have assigned them to. With one click, you can either navigate to the project folder, start navigating to the construction site address or book a time for the project. They can also see which mission description you have left for them.

5. Test the planning board for free

You can test the planning board free of charge until the end of September to see how it simplifies project and deployment planning in your company. It is then included in the premium package for you and your company. We would be happy to give you individual advice on this at 040 328902430 or sales@plancraft.com

6. Give feedback

As always, we appreciate your feedback. You can simply leave this for us directly on the planning board page. Thank you so much!