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๐Ÿ‘ท๐Ÿšš Manage the resources in my planning

Kraaft makes your life easier by organising your planning by week, month or quarter ๐Ÿ—“๏ธ No more last-minute calls to find out who's where: everything is visible at a glance ๐Ÿ‘€

In the Kraaft Planning, you assign resources to your conversations or worksites. A resource is anything that keeps your worksites running:

  • ๐Ÿ‘ทโ€โ™€๏ธ People

  • ๐Ÿšš Vehicles

  • ๐Ÿ› ๏ธ Equipment


๐Ÿค– How resources work in the Kraaft Planning

By default, your resources are the users of your Kraaft workspace ๐Ÿ‘ฅ If you work with Charlotte, Jean or Lucas, they automatically appear in your planning.

You can also customise your list of resources to suit your needs ๐Ÿ”ง


๐Ÿ› ๏ธ Create a custom resource in Kraaft

Do you have resources that aren't Kraaft users? Trucks, breakers, temp workersโ€ฆ no problem! ๐Ÿšš

  1. Go to the Planning tab ๐Ÿ—“๏ธ

  2. Click the three dots โ‹ฏ in the top right corner

  3. Select Manage

  4. Click Create a custom resource โž•

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

  6. Pick an icon to spot it at a glance ๐Ÿ‘๏ธ

It's added straight to your list: you can start planning right away! โœจ


โœ๏ธ Manage and organise your Kraaft resources

  • ๐Ÿ‘๏ธ Hide a resource: from โ‹ฏ > Manage, untick the resources you no longer want to see in the planning

  • โ†•๏ธ Reorder resources: from the main planning view, click and hold a resource, then drag it up or down

  • โ†”๏ธ Widen the resources panel: drag the right edge of the resources column to make it wider or narrower. Handy for reading long names in full ๐Ÿ’ก

  • ๐ŸŽ›๏ธ Rename, remove or delete: from the main view, click the three dots to the right of a custom resource. You have three options:

    • ๐Ÿ˜‡ Rename: change the resource's name

    • โ†ฉ๏ธ Remove: take it off the planning while keeping its history

    • ๐Ÿ—‘๏ธ Delete: delete it permanently

โš ๏ธ Good to know

You can't rename Kraaft users (licences), but you can hide them if needed!

๐Ÿ˜ถโ€๐ŸŒซ๏ธ A hidden resource that still has an assignment on the planning stays visible in grey at the end of the list. Click More to expand these greyed-out resources, or Less to hide them ๐Ÿ”ฝ


๐Ÿ‘ค A team member has left the Kraaft workspace?

Good news: their planning history is kept ๐Ÿงก They appear in grey at the bottom of your Kraaft resources list, along with hidden resources.

Use the More and Less buttons at the bottom of the list to show or hide former team members ๐Ÿ”ฝ


โœจ Assign several resources at once in the Kraaft Planning

Want to give the same assignment to several resources in one go? You can! ๐Ÿš€

  1. Start creating an assignment on a resource ๐Ÿ“‹

  2. Click the Add resources field

  3. Search for and select the other resources to include ๐Ÿ”

  4. They show up as tags: add as many as you need ๐Ÿท๏ธ

  5. Confirm: all the resources get the same assignment in one click โœ…


๐ŸŸ  Spot a resource that's already busy in the Kraaft Planning

When you pick a resource for an assignment, Kraaft tells you if it's already taken ๐Ÿ‘€

  • ๐ŸŸ  An orange Busy badge appears next to the resource in the selection list

  • ๐Ÿ“… It shows up as soon as the resource is already assigned on at least one of the dates involved

  • ๐Ÿ’ฌ Hover over the badge to see the name of the conversation it's already assigned to

๐Ÿ’ก No more double bookings

With the Busy badge, you instantly see whether your truck or site manager is already booked elsewhere. You can pick another resource or adjust your dates before confirming ๐ŸŽฏ


๐Ÿš€ In short

  • ๐Ÿ—“๏ธ View your planning by week, month or quarter

  • ๐Ÿ› ๏ธ Manage all your resources, people or equipment, the way you want

  • โ†”๏ธ Widen the resources panel to read names in full

  • โœจ Assign several resources at once

  • ๐ŸŸ  Spot busy resources at a glance

  • ๐Ÿงก Keep the history even after a team member leaves

Ready to conduct your planning like a maestro? ๐ŸŽผ


๐Ÿ“ž Need help?

If you have any questions, Contact us!

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