Day Planner

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jan 30, 2024
3 min read

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.

Examples of Day Planner Items and Assignments

Here are some examples of common Day Planner items and the roles they should be assigned to:

Admin:

  • Order sales 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.

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.

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.