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Actions available from the planning

All 3 plannings available for the contract are interactive and give you access to several functionalities:

  • Select the time slot for planning display
  • Obtain a report of an employee activity
  • Edit an employee activity: click on the employee last name/first name to access the details of his activity. You can then edit certain items: rate, cost, type of service, dates, etc. 
  • From all 3 plannings:  and  icons allow you to access directly employees timesheets. 
  • Delete an assignment: however, if timesheet entries had been associated to this assignment, it will be lost.

The forecasted planning is directly modifiable. The same goes for the completed planning: accessing the contract thus allow you to view and edit employees completed timesheet entries.

For all 3 available plannings, for every employee, the system provides you with a report. These reports allow you to examine the details of the production (costs and margin).