15.9 Is there a Cheat Sheet for the Schedule Board?

Updated on Jul 06, 2021

In Q3 2021, the scheduling portion of Work Execution Management will be released in the Planner Portal. At that time, all scheduling work should be done in the Planner Portal: Planning (efactorypro.com)

Schedule_Board_Cheat_Sheet.pdf

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Previous Article 15.8 What is the easiest way to see PMs only in the Schedule Board in the CLIENT?

Planner Scheduler Documentation

1. ABOUT WORK ORDERS AND TASKS 11

2. PMs 31

3. P/S FUNCTIONS IN THE PORTAL 12

4. P/S: REPORTS 22

5. Planner Portal Functionality in the Control Center 7

6. PLANNER PORTAL: PLANNING WIZARD 13

7. PLANNER PORTAL: JOB PLANS 40

8. PLANNER PORTAL: PRE-DEFINED STEPS 3

9. PLANNER PORTAL: WEEKLY (PERIOD) SCHEDULING 14

10. PLANNER PORTAL: DAILY SCHEDULING 20

11. PLANNER PORTAL: Tips and Tricks 5

12. Finding Work as a Technician 2

13. P/S Step by Steps 7

14. Meters 7

15. Schedule Board in the Client - Retiring Soon 9

Other Resources