Configuring slide-out panels for Unplanned, Allocated and Team member sections
It is possible to configure the display of detailed information on Unplanned orders, Allocated work assignments or on Team members on separate slide-out panels within Resource Planner. This will save planners the trouble of going to the Work Orders or the Personnel TSI to view these details.
Procedure
1. Go to ProCenter modules > TSIs .
2. On the elements panel, select the Resource Planner TSI (in Planon Accelerator: Core - Resource Planner).
3. Click the padlock symbol to set the TSI under construction.
4. Select the Resource planner details level.
5. At the selection steps available below that level, click the plus sign.
the Add or remove steps dialog opens.
6. Select the steps you want to display as Resource Planner slide-out panel, move them to Available and click OK.
The TSI steps that can be configured to include slide-out panels are: Unplanned orders, Allocated work assignments, Personnel.
7. Click the padlock symbol to set the TSI to Completed.
8. Log out and log in to Planon ProCenter to view the result in the Resource Planner TSI.