Planera

How to remove calendars and resources no longer needed or were created by mistake

How to Archive Calendars and Resources

How to edit the name, code or description of an existing resource

How to Edit an Existing Resource in the Library

How to create new resources in the organization library

How to Create New Resources in the Library

Customize working and non-working days in calendars

How to Create Custom Calendars in the Library

How to Add Variance Reason Codes to Your Organization

To support secure and scalable collaboration, Planera offers robust role-based access controls at both organization and project levels. Below is a breakdown of how roles and permissions work.

How to Manage Users and Roles with RBAC in Planera

Learn how to create company-wide master calendars and customize them for individual projects to ensure accurate scheduling.

How to Set Up Master Calendars and Project-Specific Calendars

Change the working and non-working days for your project or specific activities using calendars.

How to Assign Calendars to a Project or Activity

Create company-wide master calendars and then duplicate and customize them for individual projects in Planera.

How to Create Company Calendar Templates

How to use Calendar, Labor, Variance and Equipment library

Calendar, Resources, Roles (RBAC) and more

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Planera Website

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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