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Work Teams allows project members to be grouped into teams (crews) according to the Trade and Skills, to accomplish tasks that are too large or complex for ...

Shift option in the Planner settings will allow you to add multiple Shifts a Project however, only one Shift can be assigned as Default. To create a new Shi...

A Trade is wide variety of hands-on, service-based jobs. These jobs include plumber, electrician, painter etc. The Trade Manager from the Planner allows a U...

Work Category will allow you to add a category of work that can be used in the project. To access Work Categories, in the Project dropdown menu go to PLANNE...

The Skills Setting lets Users add special skill sets required according to the Trade. To access Skills, in the Project dropdown menu go to PLANNER™ Settings...

You can configure Work Shifts for the members in the Project by specifying Default Work Days and Time using the Shifts settings. To access Shifts, in the Pr...

The Calendar Section in Project Settings lets you create and organize custom Calendars to use across the Project. To access Calendar, in the Project Dropdow...

Add a new Trade using the Trade Manager in Project Settings, select the  PLANNER Settings™ >Trades option as shown below To add a new Trade in Tr...

To edit an existing Trade in Trade Manager, first select the Trade you would like to Edit, then click the Edit icon on the Toolbar. In the Edit Trade...

To add a new Work Team to your project, Open the Project Menu, and under the PLANNER™ Settings option select the Work Teams option. Once in the Ma...