Viewing order details on slide-out panel
With the correct license and configuration it is possible to view order details on a separate slide-out panel within Resource Planner. This saves you the trouble of going to the Work Orders TSI to view this data.
You can view the details about the planned or unplanned work in Resource Planner, for example order lines and communication logs. You bring out this data by clicking an item on the planboard or the Unplanned panel.
Precondition: your Planon administrator must first add the relevant Resource planner details steps to the Resource Planner layout in ProCenter modules > TSIs . These steps will be shown as 'tabs' on the slide-out panel.
Procedure
1. In Resource planner, select an item on the planboard or the Unplanned panel.
The Details slide-out panel is displayed.
2. Depending on whether you selected an unplanned order or a planned work assignment (on the planboard), the vertical bar on the left of the slide-out panel includes different 'tabs' for different categories of order details:
◦ Work assignment details: if you select a planned work assignment on the planboard, this 'tab' shows the work assignment's details.
◦ Order details: general info on the order, distributed over several horizontal tabs, similar to the Orders TSI.
◦ Work assignment context: clicking this tab displays information about any other work assignments related to the order. You can also add new work assignments here.
◦ Order lines
◦ Labor hours
◦ Communication logs
◦ Maintenance activities
◦ For Service Providers solution mode:
- Subcontractor lines
3. Click the relevant controls, records and tabs to view the order details you are interested in.
4. If you want to add order details, work assignments, labor hours or communication logs, use the Add button that is available on the various layouts.
5. To hide the details panel, click the '>' control at the panel's top left. The panel will remain hidden until you manually unhide it. To unhide the details panel, click the '<' at the top right of the planboard (beside the period view options).
 | For more information on the period view, see Resource Planner - overview. |