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πŸ‘·πŸšš Manage the resources in my planning

The Kraaft Planning lets you manage your schedules by week, month, or quarter πŸ—“οΈ
No more last-minute calls to figure out who's where β€” everything is visible at a glance πŸ‘€

You can assign resources to your existing conversations or projects.
By resource, we mean everything that keeps your sites running smoothly:

  • πŸ‘·β€β™€οΈ People

  • 🚚 Vehicles

  • πŸ› οΈ Equipment


πŸ€– How does it work in Kraaft Planning?

By default, all your resources are the users in your Kraaft workspace πŸ‘₯

If you work with Charlotte, Christophe, Jean, Lucas, or Thomas, they automatically appear in your planning.

You can also customize your resource list to fit your needs πŸ”§


πŸ› οΈ Create a custom resource in Kraaft

Have resources that aren't Kraaft users? Trucks, breakers, temporary workers… no problem! 🚚

  1. Go to the Planning tab πŸ—“οΈ

  2. Click the three dots β‹― in the top right

  3. Select Manage

  4. Click Create a custom resource

  5. Give it a name (e.g. "12T dump truck", "Team B", "Generator")

  6. Choose an icon to tell it apart at a glance πŸ‘οΈ

It's instantly added to your list β€” you can start scheduling right away! ✨


✏️ Manage your Kraaft resources

  • Hide a resource: from β‹― > Manage, uncheck the resources you don't want to appear in the planning πŸ‘οΈ

  • Reorder resources: from the main planning view, press and hold a resource, then drag it up or down ✨

  • Rename, remove, or delete: from the main view, click the three dots that appear to the right of a custom resource πŸŽ›οΈ
    You'll have three options:

    • πŸ˜‡ Rename β€” update the resource name

    • ↩️ Remove β€” remove it from the planning while keeping the history

    • πŸ—‘οΈ Delete β€” permanently delete it

⚠️ Good to know β€” You can't rename Kraaft users (licenses), but you can hide them if needed!


πŸ‘€ A team member has left the workspace?

Good news: their planning history is preserved 🧑

They appear greyed out at the bottom of the resource list.

  • Click More to show former team members

  • Click Less to hide them from the view


✨ Assign several resources at once

Want to assign the same shift to multiple resources in one go? You can! πŸš€

  1. Start creating an assignment for one resource πŸ“‹

  2. Click the "Add resources" field

  3. Search and select the other resources to include

  4. They appear as tags β€” add as many as you need 🏷️

  5. Confirm: all resources receive the same assignment in one click βœ…


πŸš€ In short

  • View your planning by week, month, or quarter β€” with or without weekends πŸ—“οΈ

  • Manage all your resources (people or equipment) however you like πŸ› οΈ

  • Assign several resources at once in a single action

  • Keep the history even after a team member leaves 🧑

  • All without ever leaving Kraaft!

Ready to orchestrate your planning like a maestro? 🎼


πŸ’¬ Need help?

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