Planning in PlanRight initial sync:
- Create Clients, Jobs, Tasks and Estimate effort in WorkflowMax. After the initial sync, all of this information will be available in PlanRight.
- After the initial sync, PlanRight will create a new task assignment on the Jobs tab for each assigned staff member beginning on the same date as the task created in WorkflowMax.
- If a task is not given it’s own start date in WorkflowMax, PlanRight will copy the start date of the task’s respective job.
- Task assignments will not appear on schedule until you assign them from "Plan Job" on the schedule or add end date on the Jobs tab.
- Dates changed in PlanRight will not sync back to WorkflowMax
Planning in PlanRight ongoing:
- Once a task has been synchronised with PlanRight, any changes made in WorkflowMax will not appear in PlanRight.
- During the planning you can assign/reassign tasks and allocate hours to staff members from the Jobs tab, "Plan Job" or from the Schedule.
- Staff members can be assigned to the same task multiple times.
- Staff members assigned to tasks via PlanRight will sync back to WorkflowMax only if the Task Staff Assignments checkbox is enabled in the Settings > XPM/WFM tab.
- Allocated hours will never sync back to WorkflowMax.
Timesheets sync:
- Timesheets will sync back to WorkflowMax only if the Timesheets and checkbox is enabled in the Settings > XPM/WFM tab.