The Planner Portal was designed to show the Compliance Date Range in the Period Capacity Header, so that when you sort, it will sort by Compliance START Date.
This is designed to give the sites the greatest change of completing the PM.
However, the FILTER options give you the ability to customize both the Compliance Start and Compliance End Dates.
We are in Period Capacity, working in the upcoming week. Because we have been scheduling our PMs as early as possible, we are going to look filtering by Compliance Date.
1. Click on the Funnel Icon to bring up the filter.
2. Click on the drop-down next to Compliance Finish.
3. You have two options: A: Offset and B: Date.
A: Today is Tuesday, 5/10. If we want to see everything basically with a Compliance Finish in the week we are scheduling and then two weeks out, we could enter an offset of +5 to +19. (5 Days plus the 14 for the two weeks.)
B: Dates work the same, only you are choosing an exact date from the calendar.
4. Hit Apply.
5. Don't forget you can use the sort arrow to adjust your display.
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