Use the Planning Board

Once you have successfully configured 24Planning according to the previous steps, your planner is ready to start using the planning board as shown in the example below:

For a quick overview of the capabilities of the planning board, please have a look at this video;

Top-level menu

The top level menu allows you to:

• Arrows < and >: Shift the time window that is displayed on the planning board.

• TODAY: The TODAY button allows you to show the preset time window that contains the current date. E.g. if it is september 01 and the PRESET is one week, the planning board will show the first week of september.

• DATE: Pick a date for which you want to show the planning in the planning pane.

• DATASET: Change the dataset that is displayed in the planning view.

• PIN: Allows you to pin a particular dataset such that when you open the 24Planning board, the pinned dataset will show up. The pin is user-speficic.

• PRESET: Change the duration of the time window displayed via the PRESET dropdown.

• RECEIVE LIVE UPDATES: This features ensures real-time synchronization of data within your 24Planning session. Any changes made to the records will instantly update your 24Planning board.

In order to receive live updates you need to create a Flow that throws a platform event of the type 24PlannerUpdate. It has two fields: sfy24__Action__c  that takes as value UPSERT and DELETE and sfy24__ChangedIds__c that is a text field with a comma separated list of the affected records {!$Record.Id}

• FILTER: Apply a filter on the Events that are shown on the planning pane.

• HAMBURGER MENU: When clicking on the hamburger menu, you can start added unplanned events. These events can be dragged and dropped onto the canvas.

You MUST specify a duration for the unplanned events, otherwise they will not show up in the planning board.

Left pane

The left-hand-side menu allows you to filter respectively on resources and datasources.

In case you have configured a batch class, a button to invoke the batch class will be shown at the botton of the left pane.

Planning pane

Finally, there is the actual planning board where Events are shown. The order in which resources are shown are governed by the settings in the Dataset configuration (resource section) either alphabetically or first grouped by datasource and then alphabetically.

The events shown in the planner always have a start and end time as well as a name.

The following controls are supported:

• Double-click to edit an event.

• Right-click on an empty space to create a new event.

• Drag & drop an event to assign it to another resource or time slot.

• Right-click on an event to edit or copy the event.

• Click on the boarder of the box of an event and drag to extend the duration of the event.

• Ctrl - Multi-select drag & drop: use Control to select multiple events and shift them all at once to different time slot.

Note: please make sure that your Salesforce time zone setting (accessible via Setup > Users) is the same as your browser time zone setting; if not, you will have difficulties to interpret the Events in the Planning Board.

Note that if you update your configuration (e.g. update the Dataset or Datasource), you need to refresh your browser to make these changes visible in the Planning Board.