Planning templates

To keep a planning completed in the resources planning to be reused for another period, you must:

1.Select the planning to be saved. Then, using the mouse, right click on the selection Create a planning template.

2.Area 1 lets you give a description to the planning template being created, specify the Number of models and the Number of days concerned. When the planning template is created from an existing planning, this data is recovered from the selected planning and can be modified.

3.Area 2 lists the resources needed. Click on the button of a resource to delete it

4.Click on next to the description of a resource to modify it and to specify Description, Job title, Skill and Level. This information is not mandatory.

5.Click on Validate to confirm modification of the resource.

6.Lastly, Area 3 copies the planning selected to create the planning template. Using the palette, modify the planning if needed. Various tabs are displayed in accordance with the enabled elements. Double click on a day to modify the Working periods and/or the Contracted time. The View of the planning can be adapted to your requirements.

7.Click Close to finish creating the planning template.

8.The screen that appears lists all planning templates saved. You can change their configuration by clicking on .

To create a planning template from scratch for the resources and the duration of your choice, you must:

1.Right click in the planning grid Create a planning template.

2.In Area 1, enter the Description desired, the Number of models desired and the Number of days for the planning.

3.In Area 2, click on next to the description of a resource to modify it and specify Description, Job title, Skills and Level. This information is not mandatory.

4.Click on Validate to confirm modification of the resource.

5.Lastly, in Area 3, use the palette to create your planning. Various tabs are displayed in accordance with the enabled elements. Double click on a day to modify the Working periods and/or the Contracted time. The View of the planning can be adapted to your requirements.

6.Click Close to finish creating the planning template.

To apply a planning template over a given period and for the resources of your choice, you must:

1.Select the period in the planning. Right-click on the selected period and then click Roll out a planning template.

2.Using the dropdown menu in Area 1, select the planning template to be rolled out then define the period over which the planning will be rolled out.

3.Define the Number of the start day: the planning template will be copied as many times as needed to fill the planning for the period defined, starting (for the first day of the period) with the number of the day in the planning template established here.

4.To keep the absences, activate the Maintain planning of absences check box via the Options menu. Otherwise, if an absence has already been entered for the planning template roll out period, it will be overwritten by this new content. Proceed in the same way for the schedules, remote working, on-call duties, activities and comments.

5.Assign employees from Area 2 to the resources of Area 3. To do this, click on next to the model, then activate the check boxes corresponding to the employees to be assigned. If the Hide the assigned employees check box is activated, then all of the employees already assigned to a resource will no longer appear in the list. When an employee is assigned to a resource, their name is displayed next to the model. However, it is not compulsory to assign employees to all resources.

6.If an employee does not meet the criteria defined in the planning template, an alert will appear on the screen. You can still match the employee with the resource.

7.If needed, double click on a day to modify the working periods and/or the contracted time given in the planning template.

8.Click on Validate to confirm roll out of he planning.

You can also use the palette. In this case, select planning template and model and assign them to the employees for the desired period.

To modify a saved planning template, you must:

1.Right click in the planning grid Consult planning templates.

2.Double click on the planning template to be modified in the list of planning templates saved.

3.Make the desired modifications.

4.Click on Save, then on Close.

To delete a saved planning template, you must:

1.Right click in the planning grid Consult planning templates.

2.Click on the planning template to be deleted in the list of planning templates saved.

3.Click on then confirm by clicking Yes.

4.Click on Close.