Planning & Resources Manager / Admin
Schedule teams, manage assignments, and detect resource conflicts in real time.
Access
Sidebar → Planning
Or directly via: /dashboard/planning
Overview
The Planning module lets you organise human resources across work zones and agricultural operations, with a calendar view, automatic conflict detection, and integration with the attendance management system.
Main Features
Planning Dashboard
Route: /dashboard/planning
- Weekly and monthly calendar view
- Assignment rate by team and zone
- Scheduling conflict alerts
- Resource KPIs (coverage, availability)
Creating a Schedule
Route: /dashboard/planning/create
| Field | Description |
|---|---|
| Title | Name of the schedule or operation |
| Work zone | Plot or site involved |
| Team | Assigned work group |
| Period | Start and end dates |
| Supervisor | Person responsible for execution |
| Type | Planting, harvest, maintenance, other |
Group Management
Schedules can be assigned to staff groups:
- Permanent groups (fixed teams)
- Temporary groups (ad hoc composition)
- Member display with availability status
Conflict Detection
The system automatically detects:
- The same employee assigned to two overlapping schedules
- Capacity exceeded for a work zone
- Schedules overlapping an approved leave period
- Total hours exceeding legal thresholds
Gantt View
Swimlane visualisation by group or department:
- Duration and sequencing of operations
- Dependencies between schedules
- Resource load per person
- PDF export for field use
Map Integration
- Visualise plots and work zones on a map
- Geographic assignment of teams
- Seasonal indicators by zone
How to Use
Creating a Schedule
- Go to
/dashboard/planning/create - Enter the title and description of the operation
- Select the work zone (plot)
- Choose the team or compose the group manually
- Set the dates and duration
- Assign a supervisor
- Click Save
Editing an Existing Schedule
- Go to
/dashboard/planning - Click on a schedule in the calendar
- Select Edit
- Make your changes
- Review any conflict alerts
- Save
Resolving a Conflict
When a conflict is detected:
- The alert appears in red on the calendar
- Click the alert to see the details
- Reassign the employee or adjust the dates
- The conflict resolves automatically once schedules are compatible
Roles & Permissions
| Role | Capabilities |
|---|---|
| Admin / CEO | Full access, overall validation and supervision |
| Manager | Create, edit, and delete schedules for their team |
| Supervisor | View schedules for their zone, record attendance |
| Employee | View their personal schedule |
FAQ
Q: Can I schedule recurring operations? Yes. During creation, enable the Recurrence option and set the frequency (weekly, monthly).
Q: Is the schedule synchronised with attendance? Yes. The attendance module uses schedules as a reference to validate working hours.
Q: How do I handle unplanned absences mid-schedule? Open the affected schedule, remove the absent employee, and use the replacement list to assign another available person.
Use the Gantt view for large agricultural campaigns. It provides an overview of dependencies between operations and makes it easier to coordinate teams.