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PLANNING CATEGORIES


Planning Categories are used in Work Packs and Job Cards and are assigned a numerical value that determines importance.

To Add or Edit a Planning Category:

  1. Click on Settings menu and select Planning Categories.

  2. Click Add to create a new Planning Category or click on the magnifying glass to edit an existing Planning Category.

  3. Enter a Name and Numeric Value and select the Is default Planning Category checkbox, if applicable.

  4. Click Save.

Figure 1: Planning Categories

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