Planning screen overview

The Planning screen is your workbench inside Proxuma for your planned tasks and tickets. This screen provides every tool you need to create a task or ticket. You can also filter and manage every scheduled task or ticket created in Proxuma.

• Overview of proxuma's planning screen
• Plan bucket
• Creating tasks or tickets
• Creating service calls for tasks or tickets
• Plan bucket filter
• Saving layouts

The Planning screen is composed of the following elements and sections:

a. Filter

b. Calendar view range

c. Week view (last, today, next)

d. Sort resources (ascending or descending)

e. Planning screen view (day, week, month, year)

f. Graphs

g. Settings

h. New (Task and Ticket)

i. Saved layouts

j. Plan bucket

k. Resource name 

l. Task service call

m. Ticket service call

n. Outlook appointment

You can view all your plan items inside the Plan bucket. Navigating this area will give you the list of your plan items, ready to be added to the Planning Screen. Aside from the different plan items you can view, they can also be filtered out to find the specific plan items you want to work with.

Here's how to view all your plan items:

1. From the planning screen, click Plan bucket.🪣

From here, the system gives you quick information on how many items are already created.📊

2. A plan bucket item will automatically be positioned first in the list once a task or ticket is created.🔝

3. Click the Settings icon if you want to display or hide the details you need for each task or ticket in the list.⚙️

Learn how to use the Plan bucket settings here.📋

4. To search for a plan item, use the search box.🔍

5. You can also use the different filters here to sort the plan items based on your parameters.📌

Creating a Task or Ticket in Proxuma is straightforward. Choose whether you need to create a task or ticket, then complete the setup wizard.

Here's how to create a task or ticket:

1. From the planning screen, click the + New button.➕

2. Select whether you need to create a task or ticket.🎫

3. Complete all the required fields (red asterisk) in the setup wizard.🌟

4. Once all required fields are filled out, click the Create button.🚀

💡For a more detailed step-by-step guide, jump to this article.

A service call is automatically created once a plan item is dragged towards the planning screen.

Here's how to create a service call for a task:

1. Once a task is created, it will be added to your Plan bucket list.📝

2. Inside the plan bucket, drag a task item towards the Planning Screen.🔄

3. Perform any necessary updates. If you don't have any, click Add to planner. ➕

💡Here's a more detailed step-by-step article on how to create a service call for a task.🛠️

A service call is automatically created once a plan item is dragged towards the planning screen. Remember that Proxuma has a color code for each item. Red is for tasks, purple is for tickets, and yellow for Outlook appointments.

Here's how to create a service call for a ticket:

1. Once a ticket is created, it will be added to your Plan bucket list.🎫

2. Inside your Plan bucket, drag a task item towards the Planning Screen.📅

3. Perform any necessary updates. If you don't have any, click Add to planner. 🛠️

This article provides a more detailed guide on creating a service call for a ticket.🎫

It can be time-consuming to manually search for a particular task or ticket. Using the different filters provided, you can view a sorted display of your plan items based on the filters you've set.

Here's how to filter the Plan bucket:

1. In the Planning screen, click Plan bucket.📅

2. To start filtering the items in the list, click Filter.🔍

3. Select a filter option from the list.📎

For this example, we have picked the Resources filter.🛠️

5. Click the Resources filter and select the resource(s) you want to filter out.🔧

💡Note: Resources with a lock icon beside their name do not have licenses. You can set the licensing of each resource in the Users module.

6. To add more filters, repeat step 2.🔁

7. Add more filters based on your requirements.🔍

8. You can also use the Type filter to sort the plan items based on their type.📑

9. Next, sort the Ticket/Task status by choosing the status from the list.📊

10. To sort the list's order based on its Due Date, Company, and Status, use the Sort By filter.🏢

11. To reset the filters, click Clear filters.🚫

You can save the layout and filters of your Planning Screen by clicking the Select View button. With this feature, your current layout and filters will be intact even if you log out Proxuma from your computer.

You can save various layouts and they can be instantly changed based on the layout you want to use.

Here's how to do it:

1. Set your Planning Screen layout.🖥️

💡Example: Hiding the Capacity Graph

2. Next, to add filters, click the Filter button and select the filters you need.🔖

💡Example: Using the Type filter to display Tasks and Tickets only.🛠️

3. Once done, click the Select View button.💾

For a complete guide on how to save your layouts in the Planning screen, jump to this article.

4. Click Save New.💾

5. Type the name of your layout and click Save new view.💾

6. If you want to access your layout, go back to the Saved View list again and select the view you created earlier.📋

💡Pro tip: Repeat the step to create another customized layout. For a more detailed article on saving layouts, jump to this article. 

7. If you need to edit the view's name, click the pencil icon and type its new name. 

8. Click the Save new view button.

Open items directly in Autotask
Learn the different methods to access a specific project, task, and ticket items in Autotask instantly.

Plan bucket - default filters

A step-by-step guide on setting up the default filters of the Plan Bucket.

Copy and delete a service call

Quickly copy or delete a service call in the Planning Screen.

Planning screen view settings
Fully customize your Planning Screen's row and column display by configuring the Planning Screen's View Settings.

Plan bucket view settings
Display and hide the details displayed on your Plan Bucket's items using the Plan Bucket View Settings.