Seitenhistorie

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What is a planning board?

With The planning boardsboard (also called resource planning; menu Configuration → Planning board) you configure graphical interfaces to plan is a graphical interface for capacity and deployment planning of arbitrary resources on a timeline – people, roomsmachines, vehicles, machinesrooms, workstations or production lines and more.

It supports day-to-day operational planning and makes utilization and bottlenecks visible at a glance: who or what is booked when, where is capacity still free, where do appointments overlap? The planning board thus replaces manually maintained planning tables and calendars with an always up-to-date, interactive view directly on your business data.

Basic principle

The planning board relates two kinds of business content:

• Resources – what is being planned (e.g. employee, machine, vehicle). They form the rows of the board.
• Bookings – the concrete allocation of a resource over a period (e.g. holiday, maintenance, project assignment, production order). They appear as coloured bars on the time axis.

In addition, milestones (points in time), relationships between bookings (succession/dependencies, GANTT) and background events (e.g. public holidays) can be displayed. Different booking types can be kept on the same resource – e.g. holiday, sickness and project times of an employee – each visually distinguishable.

Freely configurable

• display of resources, bookings and legend,
• time window and granularity (hours/days/weeks),
• highlighting of periods (weekends, holidays) and bookings (colours),
• context functions, milestones and GANTT view,
• permissions.

Use by end users

• move and extend bookings via drag & drop to move/extend and , rebook between resources by dragging into another row,
• create/, copy /delete bookingsand delete directly on the board, edit via double-click through the detail form,
• bulk editing, personal display, filtering-edit several bookings at once,
• convenience: choose period and time unit, switch axes (resources/time), filter resources and bookings, restrict to "only my entries" on shared boards, export/print the view,
• the personal display is kept per user; the board can refresh automatically at configurable intervals.

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