Views in Planner help you organise workforce schedules by teams, projects, clients, or operatives. These views allow you to see workforce activity at a high-level or focus on specific aspects of your organisation’s delivery.
💡 This feature is currently in early access for a limited group while our product team validates new features and visuals.
Create a planner view
How to create a project view in Planner:
Navigate to Planner in the left-hand side bar.
If this is your first time creating a view click Get Started in the middle of your screen.
If you have already created views before, head to the view list in the top left-hand corner and select + Create new view at the bottom of the dropdown.
Select Project view, give it a name, and click Next.
Add projects by clicking the project name; a checkbox will appear once selected.
You can also search by client or use Select all to add projects quickly.
Click Create view.
How to create an operative view in Planner:
Navigate to Planner in the left-hand side bar.
If this is your first time creating a view click Get Started in the middle of your screen.
If you have already created views before, head to the view list in the top left-hand corner and select + Create new view at the bottom of the dropdown.
Select Operative View, give the view name such as the address or team, and click Next.
Add operatives by clicking their names; a checkbox will appear once selected.
You can also search by teams that have been previously set up in Onetrace, using Select all to add operatives quickly.
Click Create view.
⚠️ The type of view cannot be changed once made, but multiple views can be made within your organisation.
Manage views within Planner
How to change the name of a view:
Select Planner from the left sidebar.
Use the dropdown in the top left to pick the view you want to rename.
Click the three dots next to Today in the top right.
Select Edit name from the dropdown menu.
Enter the new name and click Save changes.
How to add or remove operatives/projects from a view:
Select Planner from the left sidebar.
Use the dropdown in the top left to pick the view you want to update.
Click the three dots next to Today in the top right.
Select Manage projects/operatives from the menu.
Click on the names of operatives or projects to add or remove them. You can also search by team or client to add them in bulk.
How to add or remove weekends:
Select Planner from the left sidebar.
Use the dropdown in the top left to pick the view you want to update.
Click the three dots next to Today in the top right.
Switch the Include weekends toggle on or off. This won’t affect your other views in the Planner.
How to delete a view:
Select Planner from the left sidebar.
Use the dropdown in the top left to pick the view you want to remove.
Click the three dots next to Today in the top right.
Select Delete view from the menu.
Click Delete to confirm.
💡 If operatives have visits assigned in another view, deleting this view won’t remove those visits from their overall schedule.