Day Planner Items

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jun 22, 2020
1 min read

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 

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 how to configure Day Planner Items.

Below are some examples of Day Planner Items and who 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 

Designers 

Operations

  • Punch Lists

  • Expect Complete This week

  • Jobs installing this week