PLANNER™ Settings

Associating Multiple Budget Line Items to a Rollup Tag
The Budget Line Item selection control now allows users to select one or more budget line items into roll-up tags. This enhancement is crucial for tasks inv...
Tue, 23 Jan, 2024 at 5:15 AM
Daily Verification Settings
Daily Settings: To configure Daily Report settings, follow these steps: 1. Access the Daily Settings by going to Mega Menu → PLANNER → Daily Settings. 2....
Fri, 8 Dec, 2023 at 2:01 PM
Work Labor - Include Resource Details & Work Categories
Users can customize the "Work Labor" functions via PLANNER Settings → Daily Time and Journal Settings. This help document outlines the necessary s...
Wed, 19 Jun, 2024 at 3:19 AM