Understanding the Company Planner Setup window

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

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
	Add Board Create a new board
	Copy Board Duplicate the selected board
	Delete Board Remove the selected board
	Export Board Export all SQL data for the selected board Note: Only a *SQL Server administrator* can use the exported data.
	Add Cell Add a cell to the selected board
	Delete Cell Remove a cell from the selected board
	Copy Cell Duplicate the selected cell

Icon

Command

Add Board

Create a new board

Copy Board

Duplicate the selected board

Delete Board

Remove the selected board

Export Board

Export all SQL data for the selected board

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

Add Cell

Add a cell to the selected board

Delete Cell

Remove a cell from the selected board

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.

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

Stop Weather

Driver Assignments

Driver Info

Drivers

Map

Scorecard

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.