Service Planning – Customizable display modes

In Direct Planning, you can fully customize the display of the schedule according to your needs. You can even configure display modes dedicated to user profiles.

For example, instead of displaying one line per resource (rooms to book) in this display mode, one line per trainer is displayed and colorization is made according to the booked room:

Direct Planning Service - Configurable display modes

Direct Planning Service – Configurable display modes

Configurable visual of the jobs

Thanks to different display modes, you can configure various visual appearances of the jobs in the schedule.

Configurable text and number of lines

Each job can have from 1 to 5 text lines. Each line can contain up to 3 concatenated data. Examples: Name of participant, Name of customer, Reason for booking, etc.
Furthermore, all these items are configurable according to your trade.

The font size can also be configured.

Configurable colorization method

You can automatically have the jobs of the schedule colorized according to resource or a configurable data of the Service.

On a job that is displayed on 5 lines, for example, you can choose to specifically colorize the 5th line according to another criterion.

Selection of displayed flags

In Direct Planning, visual flags play an important role. For a given display mode, you can decide not to display some flags. Typically, for a display mode dedicated to a participant, you would choose to exclude those flags not concerning his activity.

Configurable projection

A Service schedule is generally displayed with one line per resource, that can be grouped by resource group.

In Direct Planning, this “projection” is configurable. You can create different views of the schedule according to your needs.

For example, in the case of a room booking schedule, instead of displaying the schedule with one line per room, you might choose to display one line per booking person.

Configurable time scales

DaIn Direct Planning, the user has 5 time scales that let him view the schedule with different zoom levels. Thanks to the display modes, you can configure the zoom level of each of these time scales.

Condensed time scale

The “Condensed time scale” feature lets you optimize the view of the planning, hiding the non-working periods of the company. For example, Saturdays and Sundays may be hidden if your company doesn’t work on week-ends. In the same way, the schedule can start at 8:00 am and finish at 9:00 pm.

Display restrictions

As we said at the top of this page, Direct Planning allows creating display modes limiting the view of the schedule to a selection of resources.

In the same way, it is possible to restrict the display horizon of the schedule.

Service Planning Features