When the User has the Subscription for a Pro Bundle then the Navigation Bar would show Planner, Field andSafety by default along with other Tabs that are pinned by using the Theme Settings as shown below.


Note: The example below has only Apps, Analytics and Map Tabs pinned to the Navigation Bar. User can navigate to Drive Mode via Planner, Field or Safety Tab.

The Planner Section would only display some key features as shown below: 

a. Boards

b. CPM Schedules

c. Dispatch View

d. Daily reports

e. Budget Manager

f. Bid Manager

g. Planner Apps

e. Tools & Equipment

f. Drive

Note: The Planner Apps option is a specific section with all the apps listed together that are related to Planner.


Clicking on the Switch to Vertical will change the view of the Navigation Bar from the Horizontal to the Vertical View.



Clicking on any any of the options in the planner will take the User to the option as shown in the example boards as shown below.




Selecting the boards will take the user to the board clicking on the Orange home button in the boards will take the user back to the boards page as shown below an existing functionality.


Clicking on the Green Home Button will take the User to Planner Home page as shown below.




Note: Users can navigate to Drive Mode via Planner, Field or Safety Tab. 

How to?

How to Navigate to Field- Bundle Subscription

How to Navigate to Safety - Bundle Subscription

How to Navigate to Pro - Bundle Subscription

How to Navigate to Planner - Standalone Subscription

How to Navigate Field - Standalone Subscription

How to Navigate Safety - Standalone Subscription

How to Navigate to Drive  

How to Navigate to Apps

How to Navigate to Analytics

How to Navigate to Maps 

How to Navigate to Mega Menu - Project Settings

How to Navigate to Mega Menu - Planner

How to Navigate to Mega Menu - Field

How to Navigate to Mega Menu - Safety

How to Navigate to Mega Menu - Pro

How to Navigate to Mega Menu - Admin Settings

How to Navigate to Mega Menu - Enterprise

How to Access as a Non-Admin User

PLANNER™

Smartapp PLANNER™ Overview

Planner Overview

Boards & Schedules Overview

Boards Overview

Schedule Overview

Dispatch View Overview

Daily Reports Overview

Budget Manager

Field™

Map Mode 

Drawing Log

Sketch

Drive Mode

Apps Mode

Analytics Mode

Safety™

Safety Orientation & Worker Onboarding

Visitor Log

Visitor Tracking

Safety Bulletin

SOS Tracker

Safety Onboarding Flyer

Request Safety Permit

Drive Mode

Apps Mode 

Analytics Mode

Map Mode 



Last Updated: Nov-28-22