Sync
When you first sign up to PlanRight and choose Connect to WFM/XPM, you will be walked through the process to connect your PlanRight account to your Workf...
Thu, 14 Nov, 2024 at 10:18 PM
Plan in PlanRight This option is designed for users who wish to plan their time via “Plan Job” (drag and drop) or from the “Jobs” tab in PlanRigh...
Thu, 14 Nov, 2024 at 10:18 PM
The time it takes for the sync to finish depends on the amount of data in your WFM/XPM account - it can be anywhere from 5 minutes to overnight (if you h...
Thu, 14 Nov, 2024 at 10:18 PM
There are two parts to the automatic sync. Daily Sync - 4 times a day Quick Sync - Approximately every 20 minutes
Thu, 14 Nov, 2024 at 10:18 PM
You can enter timesheets in both PlanRight and WFM for both sync modes. However, in order to sync timesheets correctly, the task data should be mirrored ...
Thu, 14 Nov, 2024 at 10:19 PM
PlanRight will automatically hide specifically "Completed" and "Cancelled" WFM job states on your schedule. However, you may want job...
Thu, 14 Nov, 2024 at 10:19 PM
If you have added a job in WorkflowMax and don't want to wait for a full sync to happen, you can select the client from the Jobs tab and click the &q...
Thu, 14 Nov, 2024 at 10:19 PM