The Day Planner feature allows in e-manageONE is designed to provide you and your team with quick access to have important information readily available. The items can include, but are not limited to:
List of projects booked for the week
Projects lost for the week
Variance between purchase orders and acknowledgements
Sales year-to-date by salesperson and/or market
Open punch lists/corrective actions
Projects installed but not yet invoiced
Products shipped today
Close ratio by salesperson or customer
Projects created for the week
Quotes expiring for the week
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Below are examples of Day Planner Items and who 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 and the roles they should be assigned to:
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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.