Sold hours to plan

Services you plan come in from confirmed sales orders as hours To plan, ready to make into shifts or drag onto the board.

Choose the services you plan

Open To plan. Under Services you plan, click Plan this service, search your services, and choose the Role that does it and the Hours per unit (1 when the quantity is already hours). The same Plan this service tick is on the service item in Ellibo Accounting.

Hours to plan

When a sales order with one of those services is confirmed, its hours show under Sold hours in To plan, with the customer, the role and the hours. Field Service jobs with no time yet are listed there too. On the board, the To plan button opens the same list as a drawer.

Plan them

• Drag a line from the board's To plan drawer onto a person and a day; or
• click Make open shifts: choose the First day, Starts at, Hours a shift and whether to go on Saturdays and Sundays, then Make shifts.

Each shift keeps the link, so you see how many hours are planned and how many are left; when all are planned the line is Done. Cancel a line you won't plan (shifts already planned stay) - Back to waiting returns it.