Increased flexibility for PREPLANNING resources is possible by adding DUMMY RESOURCES which can then be used to pre-plan trips on one of the 2 planning boards.
It is possible to choose between having 1 or 2 timeline or table views for planning at the top of the page. Additional filters include:
All resources
Only Dummies
Hide Dummies
Multiple Planboard view
From the PLANNING screen, select the Planning drop down and there will be the option to show a Single or Double planboard.
Create Dummy Resources
Navigate to RESOURCES. Select Vehicle or Driver and Click ADD. The option to set as a dummy resources is only available for vehicle and driver.
CAUTION!! It is not possible to revert a DUMMY Resource. Existing resources NOT assigned in a combination can be set as a DUMMY resource, but this CANNOT be reverted.
Create Dummy Vehicle
Select Vehicle type.
Set Dummy Resource toggle on
Complete 'General Info', including a Name (mandatory) and note (optional).
Complete 'Vehicle capacity'. This is used for optimisation.
Create Dummy Driver
Set Dummy Resource toggle on. Once enabled, the number of fields displayed is reduced.
Enter the General Information, including Display Name (mandatory) and any notes (optional).
Set up resource groups (Optional)
Planboard views
Filtering on dummy resources is available by Planboard and each filter option is independent. This allows each board to filter and show different resources. New filtering options include:
All resources
Only Dummies
Hide Dummies
Planning to Dummy resources
In the case where there are orders that will be planned onto the same trip, but do not know yet which resource (driver, trailer, etc) will be assigned, these can be preplanned to a dummy resource. It is the same process to plan to dummy resources as used for other resources. Drag and drop orders to the dummy resource to create a trip.
Plan to a dummy driver
Plan to a dummy trailer
Reassigning Trips to a Resource
Trips assigned to dummy resources can easily be reassigned to the actual resource that will complete the trip. Simply drag and drop the trip to the resource on the 2nd planning board. The trip details will transfer to the new resource.
Dummy resources can be treated in much the same way as live resources, including assigning costs, etc if required. All vehicle resources can be created as a dummy resource, allowing for a quicker and more efficient planning process.
Using To Plan: Trips view
🎥 Check out the feature overview video below
Use a single list of every unplanned trip on the Planboard, with no 7-day limit, so trips waiting for a resource are never lost from view.
To plan: Trips option in the Planboard is a dedicated view that lists every trip still waiting for a real resource - both trips parked on a dummy resource and trips with no resource at all - in one place.
Why use it?
Standard Planboard views only render a rolling 7-day window. Any trip older than 7 days drops out of sight and can be forgotten. This view removes that limit, so staged and resourceless trips stay visible until a resource is assigned.
How does it work?
The view reuses the existing Pre-planning: Table, scoped to dummy-resource and resourceless trips, with infinite scroll instead of a 7-day cap. Trips are dragged from the list onto the Planboard to assign a real driver or vehicle.
Use Cases
A planner stages trips during pre-planning while drivers are not yet available - older staged trips no longer disappear after 7 days and get forgotten.
A trip is split and the new trip lands in Planned status without a resource - it now appears in one list instead of only inside the 7-day window.
A different planner picks up trips that a colleague staged earlier, without needing to know which date to scroll back to.
Terminology
Term | Definition |
Planboard | The main planning board where trips and orders are assigned to resources. |
To plan dropdown | The control at the top of the Planboard that switches the board's to-plan view mode. |
To plan: Trips | The new entry that lists all unplanned trips (dummy-resource plus resourceless) in one infinite-scroll list. |
Pre-planning | The existing staging surface where orders are dragged onto dummy resources to group them. |
Dummy resource | A placeholder resource used to group orders during pre-planning before a real driver or vehicle is assigned. |
Resourceless trip | A trip with no resource assigned, often left behind by a split that lands in Planned status. |
Opening the To plan: Trips view
OPEN the Planboard under Planning.
OPEN the To plan dropdown at the top of the board.
SELECT To plan: Trips, shown next to To plan: Orders, To plan: Resources, To plan: Resources - Timeline, and Hide to plan.
VISUALISE every trip still waiting for a real resource - dummy-resource trips and resourceless trips - in a single list. The list scrolls infinitely, with no 7-day cap.
Assigning a real resource
SELECT any date range needed. There is no 7-day limit, so older trips remain listed.
DRAG a trip from the list onto the main Planboard underneath to assign a real driver or vehicle.
REORDER columns freely if needed - the Resource and Trip start columns are no longer frozen in this view.
How it relates to Pre-planning
Pre-planning stages orders onto dummy resources to group them.
To plan: Trips is where those staged trips, and resourceless trips, are picked back up to assign a real resource.
The two surfaces are mutually exclusive: when To plan: Trips is active the Pre-planning control is hidden, and when Pre-planning is active the To plan: Trips entry is hidden.
No configuration is required - the new entry appears in the To plan dropdown automatically.
Troubleshooting
Issue | Explanation / Resolution |
The To plan: Trips entry is missing from the dropdown | The Pre-planning view is currently active. The two are mutually exclusive - close Pre-planning and the entry reappears. |
A trip is not shown on the map | Trips in this view are not plotted on the map by design. |
A dummy resource is not listed | Dummy resources with no trips are excluded; only dummy resources that carry trips appear. |
Split trips do not show as expected | This view only surfaces split-to-plan trips in the list; it does not change how trip splitting itself works. |