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Main menu

The Main menu is on the top right corner of the window.

It has three sub-menu— Planning, Manage, and Configuration.

Planning

  • Orders: Gives access to all 'Search Orders' window where you can search and open the order through Planning Order, Whiteboard, Graphical Scheduling interface.

  • Crew: Create, edit, and perform other Crew's assignment related functions from here.

  • Timesheet: View, create, edit timesheets from here .

  • Clock In and Out:  View and extract the 'In' and 'Out' time clocked by the resource against the specific job.

Manage

  • My Schedules: List of pre-schedules which are configured to run when an e-mail is being triggered.

  • Data Source Conditions: List of data source conditions created for the rules to trigger.

  • Rules: These are pre-configured triggers that happen based on the data source conditions and schedules defined.

  • My events: You can subscribe/unsubscribe to rules.

  • User Defines Keyword: Fields and keywords along with their values or formula based on which system calculates them.

  • E-mails: Lists all e-mail communications between the user and external contacts.

  • Widget Settings: Configuration settings for all chart type widgets.

Configuration

  • Pay Policy: To define the 'Pay Policy Unit' for the resource types.

  • Per diem Management:  To create the per diem details for the resource types.

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