PlanRight demo 3 May 2017

almost 4 years agoJune 18, 2017
Hi, have just started looking at Plan Right this morning - it is fantastic!
Just a question, if you schedule a task to a staff member in WFM, will this automatically show in Plan Right?  Or does it only work from Plan Right to WFM?
Will McTavish
almost 4 years agoJuly 19, 2017
Hi Mandy,

Thanks for your question.  If you schedule a staff member  in WorkflowMax, that pulls through to PlanRight.  When scheduling a job in PlanRight, you can only allocate the tasks to the staff that have been assigned to the job.

If you would like to schedule some time to a staff memeber that is not allocated to the job in WorkflowMax, go back to WorkflowMax, edit the job to include the staff member, then go back to PlanRight and run the 'Update from XPM/WFM" sync in the jobs screen.  You will then be able to schedule time to this new staff member.

I hope that helps.  If you have any questions we have a bunch of resources on our YouTube Channel -

Will McTavish
over 3 years agoOctober 19, 2017
Hi When booking resources to a job in Planright, does this allocate hours which then equate to cost in WFM? Or does this only allocate hours?
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