Understanding the Company Planner Setup window

You use the Company Planner Setup window to create Company Planner boards.

image1

This window contains three panes:

  • Board Permissions
    Assign users and/or user groups access to boards.

  • Boards and Cells
    Lists the available boards. Expanding a board displays its cells.

    Note: In the example above, Brokerage, Covering, and Tracking are board names. The Tracking board is expanded to show the cells within it.

  • Cell Options Editor
    You set cell properties on these tabs. Only tabs with properties relevant to the selected cell type appear.

When you open the Company Planner Setup window, new icons appear in your toolbar. They provide quick access to the commands in the Company Planner Admin menu.

Icon Command

image2

Add Board

Create a new board

image3

Copy Board

Duplicate the selected board

image4

Delete Board

Remove the selected board

image5

Export Board

Export all SQL data for the selected board

Note: Only a SQL Server administrator can use the exported data.

image6

Add Cell

Add a cell to the selected board

image7

Delete Cell

Remove a cell from the selected board

image8

Copy Cell

Duplicate the selected cell

Visualizing cells before you create them

This illustration shows the Company Planner Setup window and the resulting Company Planner board.

image9

To create this sample board, we used these cell options.

Stop Weather

image10

Driver Assignments

image11

Driver Info

image12

Drivers

image13

Map

image14

Scorecard

image15

Driver Info and Driver Assignments are very similar grids. However, they display information based on different board views. Company Planner boards can use existing

board views. You do not create them in the Company Planner Setup window.