In the account_circleCrew Planner module, you can plan crew members and vehicles on the crew and transport functions that you've added to your project.
You can also plan crew members and vehicles in the Crew scheduling tab of your project. Please read this article for instructions.
In this article, we explain how to use account_circle Crew Planner module for scheduling.
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Plan a crew member or vehicle using click-to-plan
Click-to-plan is a faster way to schedule crew. Click-to-plan allows you to plan crew members with less clicking and gives you a quicker overview of their availability. You can also plan multiple functions at once.
To plan a crew member or vehicle using click-to-plan:
- Open the account_circle Crew Planner module
- Select the appropriate time period from the top of the page and find (and unfold) your project.
- Choose a function.
- In the availability timeline, click on the magnifying glass and select the crew members or vehicles you want to plan. You can easily switch between crew members and vehicles by clicking the timeline title and selecting the other option.
- Click on the highlighted section in the availability timeline and plan the crew member or vehicle on the function.
Rentman tip: You can plan your crew members and vehicles more easily and effectively by using dynamic crew and vehicle lists and filters.
Alternatively, you can plan a crew member or vehicle without using click-to-plan.
- Open the account_circle Crew Planner module
- Select the appropriate time period and find (and unfold) your project
- Click on a crew or transport function in the overview
- At the top of the left column, click the dropdown menu to select "Crew members" or "Vehicles"
- Double-click on crew members or vehicles to plan them on the selected function
- (Optional) If you wish to search and select multiple crew members and vehicles at once, please continue your search by clicking the magnifying glass that overlaps the search bar.
Rentman tip: You can adjust the planning and availability timelines to see more. Use at the top of the availability timeline to drag and adjust the timelines' height.
Edit a planned crew member or vehicle
- Select the appropriate time period (and unfold) your project.
- Right-click on a planned crew member or vehicle
- Click edit edit
Project leader
Choose "Yes" or "No". This is for internal reference only. You can add this information to your call sheet templates, for example.
Crew member rate
Choose a salary rate for this crew member.
Transport
Choose between No transport, Round trip, Only way there, Only way back. This is needed to add travel time to the planning of a crew member.
Planning period
Manually enter a planning period for this planned function. You can also do this by moving around the function in the overview.
Remark
This information is sent to the crew member (via e-mail) when the final schedule is communicated to them. This information will also show in their event My schedule module.
Other options
You can set the crew and transport planning as draft or final for crew members which is useful when you are still editing the planning and don't want your crew member(s) to see it yet.
Read our article about draft and final planning for more information.
You can reserve a time period for a crew member or vehicle. This is useful to make sure you've got enough crew or vehicles in a busy period.
Read our article to learn how to reserve a crew member or vehicle.
When you add a member to your crew, you can configure a default salary rate. You can set different rates for your crew members based on their skills and experience.
Read our article about crew rates to learn how to set up and apply different rates.