The Resource Planner

The resource planner is a flexible tool that allows you to view resources individually or create "presets" that let you view resource information you might need on a regular basis.  For example, you may need to view information about the schedule of an instructor's classes at a specific training center each month. You can set up a preset with that instructor and that training center selected as the resources.  You can choose a default preset that will display each time you access the resource planner.  

Access the Resource Planner

1. Go to Manage Center > Learning > Class Resource Manager > Resource Planner. If you have previously selected a default preset, this view displays when you access the planner.  If you have not, the Resources pop-up displays.
2. Take one of the following actions:

Select Another Preset or Add More Resources

You can select a different preset to show in calendar view or select a different preset from the calendar view.  Click the browse in the Add field and the same Resources pop-up displays as described above. Follow the same procedure to select additional resources or presets.

Manage the Calendar View

Switch the Resource Planner Calendar Timeframe

Use the Day, Week and Month options to switch the calendar view.

Manage the Display Fields for Each Resource Type

You can configure the fields that display for each resource type in the calendar view.  For example, you may want to display a facility's name, location and availability.  Right-click on the action menu on the right and select Display Fields.  Configure the appropriate fields for each resource type.

Adjust the Working Days and Times

You can adjust how the calendar view displays working days and times.  Right-click on the action menu on the right and select Working Days and Time.  Make adjustments as necessary to the hours start and end times and working days start and end days.

Manage Resource Presets

Create a New Preset

1. In the calendar view, select all of the resources you would like to include in the preset.
2. Right-click on the action menu on the top-right and select Save Resources as Preset.
3. Enter a name in the Preset Name field.
4. To make the preset the default, click the Set as Default checkbox.
5. Click Save.

Delete a Preset

1. Right-click on the action menu on the top-right and select Resource Presets.
2. Click the action menu for the appropriate preset and select Delete.  To delete multiple presets, click all appropriate items and select Delete from the Bulk Action menu.

Create an Event in the Resource Planner

You can book personal events, facility events and resource events in the Resource Planner.   From here, you can also create a new module session.

1. In the resource planner, click +Create Event.
2. Select the event type you would like to create.
3. Configure the event as needed.  For detailed information about configuring events, please see Events.