Planning and scheduling

Scheduling connects activities, locations, people, equipment, and measurable results. Use this section to learn the workflow or look up a particular feature.

Plan work

1. Create a schedule and define its shifts.
2. Define activities and locations.
3. Create tracks and add tasks.
4. Assign people, vehicles, and equipment.
5. Review lineups and print the schedule.

Try these concepts together in the sample shift exercise.

Carry out and review work

Find your work → update progress → record results → review the shift → hand over.

Configure advanced planning

Use templates for recurring sequences, plan imports for strategic planning data, and metrics, formulas, and curves for expected performance.

Look up a feature

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Screenshot plannedThe relationship between a schedule, tracks, activities, tasks, resources, and metrics