Working with Weekly Plan

Strategize with a 7-day overview of your resources’ schedule. Track the saturation percentages and daily progress of your operations center. Identify gaps in coverage or oversaturated resources before they affect operations.

Key differences from the Daily Plan

The Weekly Plan differs from the Daily Plan in the following ways:

• Shows planned activities as daily percentages rather than individual time blocks

• Prioritizes saturation levels to show how much of a resource’s weekly calendar is filled.

• Allows users to validate or cancel full days of activities.

Use the weekly plan

To access the weekly plan:

1. Navigate to Features > Core > Daily and Multi-day Plan > Weekly Plan. 

2. Examine:

   • Scheduled activities by resource for the next seven days. 

   • Planned activities as a daily percentage.

   • Fewer details on a resource’s scheduled activities for a given day.

Explore the weekly plan

Access these tabs:

• Clipboard - track and monitor activities before you schedule them. 

  • See Use the Clipboard tab.

• Schedulable Activities - search for, display, and add schedulable activities to the daily plan.

  • See How to display schedulable activities for Daily and Multi-day Plans.

• Urgent activities - identify and prioritize time-sensitive work orders.

  • See Monitor urgent activities.

• Schedulable Bundles - search for and schedule existing Job Bundles into the Daily Plan, Multi-day Plan, or Weekly Plan. 

  • See Use the Schedulable Bundles Tab.

Search for resources

To filter resources and scheduling activities:

• In the right panel, use the Search form. 

• See Use the Main Search Filter.

Understand weekly summary data

Resources

For each resource, the first column tracks some basic information, such as:

• Availability: The total hours the resource can work this week.

• Planned: The total hours scheduled:

  • A time value

  • A percentage of availability

• Accounted: The total hours of work already debriefed or finalized.

• Clocking: The total hours the resource was recorded as "On duty".

Daily performance indicators

To indicate status, each day cell has up to four horizontal color-coded bars:

• Availability bar: Shows the shift structure.

  • Green: Available

  • Blue: On-Call

  • Beige: Lunch

  • Gray: Unavailable

• Planning bar (Saturation): Represents the workload.

  • Yellow: Scheduled

  • Red: Over 100% capacity

  • Green: Free time

• Accounting bar: Represents progress.

  • Yellow: Debriefed

  • Green: Pending

  • Red: Debriefed time exceeds planned time

• Clocking bar: Represents presence.

  • Yellow: On-duty

  • Red: On-duty time exceeds calendar availability

Understand icons

• Alert Icon (!): View warning messages about schedule conflicts.

• Moon Icon: Indicates overnight shifts or scheduling.

• Single vs. team icon: A leader has a single person icon and a team has a group icon.

Use icons

• Info Icon (i): Access a detailed panel with departure/arrival points, gross vs. net saturation, and travel time totals.

• Checkmark box: For mobile synchronization, validate the day's schedule.

Advanced configuration and themes

To customize the view:

1. In the right search panel, click the Configure Monitor icon

2. In the pop-up window that appears, choose an action:

   • Visualization: Enable or disable specific bars.

   • Highlighting: To highlight cells based on specific thresholds, set rules.

   • Templates: Save your filters, highlights, and display settings to use later.

Plan actions

To plan actions for the week:

1. In the weekly plan, find the new activity at the end of the day's queue.

2. Right-click the activity to:

   • Manually schedule.

   • Access detailed data and optimization.

   • Use administrative tools.

Manually schedule

To assign schedulable activities, click:

• Paste to single / team: Assign the activity to an individual or a group.

• Paste with preview: View the saturation bar impact before confirmation.

• Paste with appointment: Set a specific customer time slot.

See Use the Schedulable Activities tab.

Access detailed data and optimization

To see and refine data, click:

• Planning details: View a list of every WO scheduled for that day.

• Optimize: Run the optimization engine to reorganize routes or integrate new activities into the existing day.

• Cartography: Open a map view to see the road-graph route of the planned activities for that specific resource and day.

Use administrative tools

To control the schedule and team, click:

• Calendar editing: Modify the resource's shift or working hours for that day.

• Execution monitoring: To finalize and send completed work to external systems, access debriefing data.

• Remove from team: Remove a resource from a team assignment.