Planning equipment
Some work is limited by what is available rather than who. If a job needs a particular machine, lift or vehicle, planning the people without planning the equipment only tells you half the story.
Tourplanning+ can plan for equipment as well as people, using the same screen and the same routes.
Equipment planning requires the Equipment module. Without it, the Plan for control is not shown, and everything else in this documentation still applies.
Switching between people and equipment
The Plan for control at the top left switches between Users and Equipment. The icon next to it changes to match, and the choice is remembered.
Switching mode changes what the selector offers, teams and people in one mode and equipment types in the other, and reloads the views.
The three equipment views
Unassigned routes
Routes that need equipment but have none allocated yet. This is your working list: empty this tab and the plan is complete.
All routes
Everything in the selected period, whether equipment has been allocated or not. Use it once the unassigned list is under control.
Conflicts
Where the same piece of equipment is committed to more than one place at once.
Check Conflicts before you finish. A plan can look complete in All routes and still be undeliverable because one machine has been promised twice.
Assigning people to equipment
A separate screen pairs employees with equipment across a period. It offers the same Stacked, Timeline and Plan tour views as the main planning screen, with equipment down one side and the people you are allocating on the other.
Along the bottom are Save changes, Reload to discard and start again from what is stored, and Delete to remove an allocation. Right-clicking an allocation offers Edit.
As on the main screen, nothing is committed until you save.
How this fits with planning people
Plan the people first. Get the routes into a state you are happy with, and save them.
Switch to equipment and work through Unassigned routes, allocating what each route needs.
Check Conflicts and resolve anything double-booked, either by moving the work or by using different equipment.
Doing it the other way round usually means redoing the equipment allocation every time a route moves.