8.2.4.1. Planner

From the task context menu, users can access the Planner, a tool which enables them to create and manage plans for tasks.

1. Weekly Plan: This is a date picker that allows users to input/select the required date.
   • This field acts as a search box. Any date inputted in this field will be, upon request, searched for in the grid and retrieved.
     • To select a date, click on the icon.
     • To run the search, click on the icon.
2. Add: This button allows users to add a new entry.
   • If selected, it will open a pop-up window with the following form:
     
     • Date: This is a date picker that allows users to input/select the date of the plan.
     • Start Time: This is a numeric field that allows users to input the start time.
     • End Time: This is a numeric field that allows users to input the end time.
     • Remaining Time: This is a numeric field that allows users to input the remaining time—that is, the time remaining to complete the task.
     • Description: This is a text field that allows users to input a description of the task plan. It can be expanded to encompass multiple lines.
       • By default, the name of the associated task will automatically populate this field. Users, however, can modify the field as needed.
     • Save: This button allows users to save the entry.
       • It will populate the Timesheet grid in the following fashion:
         

*To edit an entry, double-click on it from the Timesheet grid.

3. Delete: This button allows users to delete an existing entry.
   • To delete, select the entry from the Timesheet grid and click on the Delete button. This will remove the entry from both the Timesheet and All Current Works grid.
4. Next Week: This button allows users to view the timesheet for the next week.
5. Previous Week: This button allows users to view the timesheet for the previous week.
6. All Current Works: Tasks that have been assigned a remaining time will be displayed in this field.
   • These tasks are considered still in progress/to be done.
     

*The Planner functions similarly to the Timesheet form in the Facilities menu, with the exception of a few details. Both the Remaining Time field and the All Current Works section are not included in the Timesheet.