Day Planner items are lists of important information that you want right in front of you or your team. Examples of Day Planner items can range from:
list of Booked Projects This Week
Projects Lost This Week
Variance between Purchase Orders & Acknowledgements
Sales Year to Date by Sales Person and / or Market
Open Punch Lists / Corrective Actions
Projects Installed and Not Yet Invoiced
Product Shipped Today
Close Ration By Sales Person or Customer
Projects Created This Week
Quotes Expiring This Week
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You can apply predefined day planner items or create your own custom items with the e-manage|ONE day planner configurator. Set them for company profiles such as management, sales, or operations, accounting and others
Watch the following video to learn more and learn The Day Planner feature in e-manageONE is designed to provide you and your team with quick access to essential information as soon as you log in each day. Think of it as your personalized home screen, displaying the most important data relevant to you. Here's an overview of how the Day Planner feature works and how you can make the most of it:
Configuring Day Planner Items
Your Administrator has the ability to configure the Day Planner items available to you based on your profile. To customize your Day Planner, simply go to the Tools menu on the top toolbar and select "Profile." From there, you can choose which Day Planner items are displayed to you. See here for throurough instructions on how to configure Day Planner Items.
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Examples of Day Planner Items and Assignments
Here are some examples of common Day Planner Items items and who the roles they should be assigned to. :
Admin:
Order Sales YTD by Sales Person
Order Bookings YTD by Sales Person
Opportunities Lost Last Week
Projects created this week
Orders Booked this week
Punch List Items
Vendor Balances
Top 10 Vendors by Net YTD
Sales
Expected Complete Date this week
Next Touch Date Today
Expiring Quotes
Punch Lists
Jobs Installing this Week
Accounting
Installations Completed without invoice
Vendor Balances
Order In backlog over 90 day
Punch List Items
Operations
Punch Lists
Expect Complete This week
Jobs installing this weeksales year-to-date by salesperson
Order bookings year-to-date by salesperson
Opportunities lost last week
Projects created for the week
Orders booked for the week
Punch list items
Vendor balances
Top 10 vendors by net year-to-date
Sales:
Expected completion date for the week
Next touch date for today
Expiring quotes
Punch list items
Jobs installing for the week
Accounting:
Installations completed without invoice
Vendor balances
Orders in backlog over 90 days
Punch list items
Operations:
Punch list items
Expected completion for the week
Jobs installing for the week
Viewing Day Planner Items
When you launch the e-manageONE program, the Day Planner Items should load automatically. If you don't see any items, it means either your Administrator hasn't configured any items for your profile yet, or you can expand the list by clicking the small arrow on the left-hand side of the Day Planner tab to reveal more available items.
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Customizing Your Day Planner
Once you have Day Planner items assigned to you, you can prioritize which ones are most important by selecting them to load up every day when you log in. Simply choose the desired items and click "Save Currently Opened Items as Startup Items." This way, your preferred items will be displayed automatically, while you can always access other items as needed.
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Conclusion
The Day Planner feature in e-manageONE is a powerful tool that brings vital information to your fingertips. With its customizable options and role-specific assignments, you can stay organized and up-to-date with the information that matters most to you and your team. Configure your Day Planner items, select your preferred startup items, and make the most of this feature to enhance your daily productivity.