Planning menu

From the Planning menu, you can review and run all available labor planning tasks for your organization. The Planning menu includes the following task screens:

• Enter Forecast Environments screen
• Enter Pre-Work screen
• Import Forecast KBIs pane
• Enter Input KBI Forecast screen
• Generate Rooms Forecast pane
• Edit Rooms Forecast screen
• Generate Revenue Center Forecasts pane
• Edit Revenue Center screen
• Generate Projected Hours dialog box
• Generate Schedules dialog box
• Export Schedules dialog box
• Manage Schedules screen
• Enter Scheduled Hours screen

#	Field	Description	Notes
1	Current Planning Period	Displays the selected planning period.	This field is read-only until you click the (2) Change button to select a different planning period.
2	Change	Opens the Current Planning Period drop-down. Options to change the planning period include weeks from six months prior to the current planning period to six months after.
3	Current Reporting Week	Displays the selected reported week.	This field appears only for properties who use planning periods that exceed a week. This field is read-only until you click the (4) Change button to select a different planning period.
4	Change	Opens the Current Reporting Week drop-down. Options to change the reporting week include weeks from six months prior to the current planning period to six months after.	This button appears only for properties who use planning periods that exceed a week.
5	Quick View	Displays information in the tasks section in a sequential format. Begin the task by selecting the Start button ().	The first time you access the Planning screen, Quick View is selected by default
6	List View	Displays all tasks in a scrolling list view. All tasks appear on a single page. Begin the task by hovering over the current status and selecting Start.
7	Edit Tasks	Opens the Edit Tasks List pane, where you add or remove the planning tasks that you want to appear in the task section.
8	Task section	Displays information and initial actions for planning tasks. Click the links below for more information: Quick View List View	The appearance of the task section depends which view you select: Quick View or List View.

Note:  If you have permission to change the reporting week, the screen will display a Reporting Week field. This date selection field works that same way as the (1) Current Planning Period field and (2) Change button. 

Quick View

The Quick View provides a sequential walk-through of tasks in your planning process. Each step displays a task summary screen from which you can access the task screen or mark the task complete.

#	Field	Description	Notes
1	Task/screen name	Name of the planning task.	Read-only.
2	Progress bar	Displays the status of the task in a timeline graphic.	Read-only.
3	Description of task	Summary of the task.	Read-only.
4	Previous screen	Takes you to the previous task summary screen in the planning process.	The first task does not have a previous button.
5	Next Screen button	Takes you to the next task summary screen in the planning process.
6	Mark Complete	Changes the tasks status to Complete.
7	Start / Update	The button you see depends on whether you started the task. Start—Begins the planning task and takes you to the task screen. Update—Resumes the planning task and takes you to the task screen.	If you have not started the task, the Start button appears. If you have already started a task and are now resume working, the Update button appears.
8	Screen selectors	A graphical indication of the number of tasks in your planning process. Select a dashed line to go to the task summary screen.

List View

The List View provides a scrolling list view of tasks in your planning process. Use the menu to the right of each task summary to access a task screen or mark a task as complete.

#	Field	Description	Notes
1	Task/screen name	Name of the planning task.	Read-only.
2	Description of task	Summary of the task.	Read-only.
3	Task status	Both a textual and graphical indicator of the task's status.	Read-only.
4	Task actions	Opens a drop-down menu of available tasks.