Planning Order

Content was last updated in 06.22.05-00

Revision History

Version No.	Reference No.	Changes
NA	RR-2008	Introduction to Planning Order

In a nutshell, Planning Order can be equated with a dashboard, that provides every specific information on a Single Order. You can plan the labor like assigning the resource, communicate with them, view the order details and lot more..

Title Toolbar
Header
Booking line

Title Toolbar

To view the travel and per diem info, job info, history, etc.,

Table 1.0: Additional information

Buttons	Description
Travel and Per diem	To add travel costs to the labor position
Job information	To send the job information to the tagged resources on the booking line . This will send an e-mail to the resource. More...
Save	Save the Order after planning.
Save and exit	Saves and exits the Planning Order window.
History	Displays the planning history.
Comments	To add the comments for the resource like labor comments, travel info, etc.,
Timesheet export	Exports the timesheet.
Close	Closes the Planning Order

Header

The information related to the Order like Order no, order dates etc., displays here.

Here, you can view the order details which are being directed from R2. There are seven tabs which provides the info of various aspects on the Order.

Lets see what are those...

Table 2.0: Header information

Tabs	Description
Order Information	Order information like Order No, Charge Start Date, Project etc., All the fields are read only except Pay Policy and Labor Planner fields.
Dates	Order dates like Charge Start date, Charge End Date, Prep Date, etc., are displayed here.
Customer and Contact information	Customer and Contact details.
Tasks	Displays the tasks created in R2 for the order. You can also create and tag to the booking line from Planning Order.
Event	The event details displays if tagged on order in R2.
Shipping	Shipping information.
Equipment	The items added on the order.
Other	Displays the additional details of the Order including the UDFs defined in the Order. Know more on viewing UDFs?

Booking line

To plan the crew like the start date and end date of the job, resource assigned to the task etc.,

Here, you can view the labor positions required for the order and can do the planning by assigning appropriate crew for the position based on their skills, and availability.

Booking line records: Displays the booking line data as shown below.
Grid toolbar: Allows to perform actions for multiple booking lines in one go.
Status filter: To filter the booking line based on the resource booking status.
Filter: To search the a specific record using the various filter criteria.

Booking line records

You will see the Booking line data in the grid.

Table 3.0: Booking line data

Tabs	Description
BS (Booking status)	Indicates the status of the booking line through an icon.
Actions	Pops up a list of actions to perform on the selected booking line. Know more?
Position	Labor position required on the order.
Status	Status of the labor position (Assigned, Unassigned, Confirmed, Re-confirmed.)
Resource	Resource assigned for the labor position.
Task	Displays the respective task required to perform by the Resource. Also, when an EWT is split, the task tagged is cleared on both original booking line and the split line know more?.
Start Date	Start date of the job.
End Date	End date of the job.
Skills	Skills of the selected resource. Know more?
Unit	Unit for the booking line. Along with existing units, a new unit- Fixed in introduced.
Certificates	Certificates of the resource (if any).
Resource Types	Type of the resource tagged (Freelancer, Inhouse, Inhouse, Broker, Union, etc.,)
Rate	Rate of the resource.
CT	Displays an icon if any conflicts in booking the resource. More info..
Duration	Duration of the job.
RT	Regular time for the job. RT is picked based on the resource type selected.
Total	Total amount to pay the resource for the job.
TS	Displays an icon if Timesheet already exists.
CM	Displays comments if any. More..
BH	Indicates an icon if any break hours conflict occurred. Know more?
MB	Indicates an icon if the resource is booked multiple times.
CS	To notify you that e-mail communication is sent to the resource.
NE	To notify you that e-mail is received from the resource
DC	Displays if any date is conflicted.
Company	Displays company the resource belong to
OBH
Per Diem	Displays the per diem amount.
Notes	Displays the notes (if any) more..

Actions on booking line

Following are the available actions that you can perform on a single booking line.

Table 3.1: Actions list

Tool bar	Description
Assign Dates	To generate the Estimated Work time for the booking line.
Booking View	To view the complete details of the timesheet, message conversation, hourly booking details along with the history of the booking line. These are just to track the details of conversation, timesheet etc., and are view only.
Clear Resource	Clears the assigned resource from the booking line.
Comments	To provide comments for the resource, travel, dress code etc.,
More Info	More details on the booking line is available like Rate and company of the resource, travel and per diem details etc.,
Re-number Position	Renumber the labor position.
Reset	Resets the booking line information.
Reset Task/Dates	Resets the task/dates from the booking lines.
Search resource	Search the resource and assign to the job,
Send Availability Request	To check the availability of the resource. This sends an e-mail to the tagged resource asking to check on the availability on the said dates. More..
Send Confirmation Request	To confirm the availability of the resource. This sends an e-mail to the tagged resource asking to confirm the availability on the said dates. Know more?
Send Message	To communicate with the resource. This sends a message to the tagged resource. More..

Grid toolbar

Following are the actions that you can do on a booking line. This tool bar allows to perform actions for multiple booking lines at one go.

Table 4.0: Tool bar details

Tool bar	Description
	To view the complete details of the timesheet, message conversation, hourly booking details along with the history of the booking line. These are just to track the details of conversation, timesheet etc., and are view only.
	To communicate with the resource. This sends a message to the tagged resource. More..
	To check the availability of the resource. This sends an e-mail to the tagged resource asking to check on the availability on the said dates. More..
	To confirm the availability of the resource. This sends an e-mail to the tagged resource asking to confirm the availability on the said dates. Know more?
	Clears the booking conflicts.
	Applies the pay policy to the selected booking line.
	To add a new position to the order.
	Clears the assigned resource from the booking line.
	Resets the task/dates from the booking lines.
	Resets the booking line information.
	Renumber the labor position.
	To assign a resource to the booking line.
	To generate the estimated work time for the selected booking lines. More..
	To update the booking line info. Know more?
	Deletes the booking line from the order.
	To release the booking line from freeze mode to edit mode. This usually happens when two user edits the same order/booking line.
	Refreshes the booking line records data.