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To Edit a Work Team, first open the Project Dropdown Menu and from the PLANNER™ Settings menu select the Work Teams option. The Manage Work Team wi...

You can Add a new Skill by clicking on the Project Settings dropdown and selecting the  PLANNER™ Settings  > Skills option as shown below.   Click ...

A Default Board can be set by Selecting a Board, Part of the Schedule. Therefore, dropping a Tag on a Sketch File automatically links the Tag to the Default...

Deactivating a Work Team will keep the Work Team and all of its data, but it will no longer be available within the project to assign work to.  To deactivat...

To edit an existing Skill in Skills Manager, click on the pencil marker option to edit Skills.   In the Edit Skills Window, you have the option to Edi...

To add a New Calendar go in to Project Settings. Select the Calendar option under the PLANNER™ Settings Menu.     In the Calendars Settings,  click on...

Daily Settings lets Users configure the Daily Reports & Verification Settings, Manpower and Journal Entries in the Project. To access Daily Settings, i...

You can setup Work Categories by accessing the Work Categories under the PLANNER™ Settings > Work Categories as shown below. Click the + Add bu...

Rules is where the Project admin can define automated work scheduling rules. Rules can be set to auto assign work based on different item information, such ...

The board selected as the Default Board will be automatically used when adding Planner Tags in the Sketch Editor.  Once you select the Default Boa...