How the planner works
The planner is where you put people and vehicles on each staff and transport service. It doesn't reserve equipment, and what you assign stays on the order.
People with the «Services» permission see «Resource planner» under «Calendar» and assign from it. Anyone who can open a project can also use its «Planner» tab.
Every account includes the planner, with no add-on to buy.
The week before the Landmark Venues wedding, someone has to decide who puts up the three large 33 × 49 ft frame tents and which truck takes them, with the 120 Chiavari chairs and 12 round tables, to the venue. The order already says you'll send four technicians and one delivery. What's still missing is a name on each place and a vehicle on the delivery.
That's the job of the : a board that shows, on a timeline, the staff and transport services sold on your orders and your , and lets you drag your people and vehicles onto them. Think of the whiteboard in the warehouse office where each job's shifts are written up, except that what you put on it is saved on the order.
Each service appears as a that shows its : how many people or vehicles it has against how many it needs. A glance at the colours tells you what still needs covering.
Three things to know first
- It assigns people and vehicles; it doesn't reserve equipment. The tents and chairs are reserved on the order. See Reserve equipment for an order.
- An stops an assignment; an overlap only warns. If the person or vehicle is declared away, Filmo refuses. If they're already busy on another job at that time, the assignment is saved with an . See What blocks an assignment and what only warns.
- What you assign here stays on the order. The person or vehicle is saved on the service line, exactly as if you had assigned them from the order page.
Where everything is
You can put people and vehicles on a job from three places. The planner is the quickest when you're covering many services at once; the order is handy when you're already working on it.
| You want to | Where | How |
|---|---|---|
| See every service of the coming weeks | «Calendar» → «Resource planner» | The planner screen: services, resources and coverage |
| Plan the staff and vehicles of one project | The project's «Planner» tab | The planner screen: services, resources and coverage |
| Put a person or vehicle on a service | Drag them onto the service block | Assign staff and vehicles in the planner |
| Assign several at once, or remove someone | «Select multiple», «Assign selected», the «X» on the block | Assign staff and vehicles in the planner |
| Assign while you work on the order | The service line → «Assign staff» or «Assign vehicle» | Assign staff and vehicles to a service |
| Assign from a person's or vehicle's calendar | «Unassigned services» panel | See staff and vehicle schedules |
| Know why someone can't be assigned | The message Filmo shows | Why can't I assign a staff member or vehicle? |
| Mark a person or vehicle as away | Their record | Add an absence for a staff member |
| Plan work that isn't sold to a client | «Calendar», as an internal service | Create an internal service |
Good to know
- Calendar tasks don't appear in the planner. You choose who does a task in the task itself: see Create a task.
- There's no cap. You can assign more people than a service asks for, and the same person or vehicle to two jobs at the same time: Filmo only warns.
- Each service takes one kind of resource: a «Crew» service takes people, a «Fleet» service takes vehicles and a «General» one takes both.
- It isn't a record of past work. Completed or cancelled internal services don't appear.
- Assigning or removing someone here doesn't update the copy of a task or internal service in a connected Google Calendar.
- NEO can propose assignments for you to confirm, and workflows have the «Assign planner resource» and «Remove planner resource» steps.
Up next
Learn to read the board in The planner screen: services, resources and coverage.