Planera provides a focused view of your schedule, enabling you to break activities into tasks with durations and logical connections within each activity. You can create detailed short duration plans for your team.
How to Create a New Field Schedule
Click “New Project” on the homepage.
Select “Field Schedule” and click “Next”.
Click on “New Field Schedule”
Note: To pull elements from an existing Master Schedule, select "Existing Planera Project". Learn more here
Enter the Project Name, select the default calendar and Project thumbnail color, then click "Next."
Note: Learn more about default calendar here
Enter “Start Date” and “No. of weeks” then click “Create”
Note: In a Field schedule, the left navigation bar is brown. Start by adding elements and establishing relationships. Expand activities to add tasks and assign durations. Learn more here
