Filter data using 'Customise' view option
Use the customise button in the To Plan or Plan board panels
Each option opens the customise panel where users can toggle on/off the specific data sets they want to include or exclude in the view
To maximise screen view on the plan board use the option to Customise on the A+/A- views and toggle off any data that isn't required.
When Reducing visibility in this way will reduce each trip to a much smaller line in the board.
📚 If the Route option is toggle off, the stop activity icons will still show in the trip row on the plan board. This allows users to keep visual on the trip progress.
Filter by Date / Time
Users have the additional options to select for a specific number of days and DATE and TIME RANGE.
Any stop or Start trip: Default is 'Any Stop'. Manually update to 'Start trip' to only see trips starting (with the first stop activity) within the selected dates
Date options including:
1 day
Date Range
Date and Time
Date or range selected. Use the Arrows to move forward / backward in time
Resources: Show all resource / Only dummy resources / Hide dummy resources
Filter by column headers
Hover over the column header and a 'funnel' icon is displayed, click this to show the filter options available.
Filter options vary depending on the specific column availability, but can include:
Customer
Leg
Date and time options
Planning & Pre-planning Views
Separate views for the planning and pre-planning tables available.
Pre-planning is matched to the plan board, ie: if Timeline is selected, this will be shown as default.
Manually update to use the Table for a simply row view
Use the '+View' tab to create a specific view in the To Plan (orders only)
Column headers can be filtered to create the subset of data to display in the custom view.
Use search filter to look for specific customer to plan
Planning: Resource Availability report.
Under planning, it is now possible to export an overview of resource availability, based on the resource type. Under TO PLAN, select Resources. As you hover each line, the option to Export should show on the right side. The export will show the resource availability, including last location details.
