ResourcePlanner is available as:

A Web Service

A Virtual Server

A Linux Server suite

A Windows Server suite

For example:

• Classrooms and equipment in a school
• Vehicles and drivers in a transport organisation
• Workmen and tools in a service organisation

Resources may also be tracked by location (useful to keep track of vehicles, etc.), and the system can check that a new booking starts from the same location where the previous booking left the resource.

Documents may be uploaded and attached to jobs - these might include instructions to staff, quotes, or invoices. Regular tasks may be set to repeat automatically at user-defined intervals. Often-used tasks may be added to a Quick Tasks menu, enabling jobs for these tasks to be booked by simply choosing from drop-down menus.

Resource Planner also records Contacts, representing individual people with names, addresses, phone numbers, etc., who may be attached to jobs and/or resources. The job summary shows all the contacts assigned, so the relevant phone numbers, etc. are always to hand.

Resource Planner is fully multi-user, with four classes of User. Supervisors may edit anything in the system. Editors may edit jobs, but cannot see or edit the more sensitive settings. Readers may not edit anything. Viewers are limited to only viewing jobs for which they are a contact. This can be used to allow your customers to access the system, where they will only see their own jobs, not anyone else's. In addition, you can optionally make available an anonymised, filtered view of your resource plan to the public. This shows your resources, with bookings as coloured blobs, but no job names. Potential customers can then see if the resource they require is available when they want it, before making a booking.

Resource Planner includes user-defined Reports, which allow reports to be created to view any data in the system.

Resource Planner is highly customizable - customizable options include:

• Time units - whether items are organised by the minute, 5 minutes, 15 minutes, hour, day, week or month.
• Individual jobs, resources and tasks may be shown in different colors, and each color has a user-defined explanation shown in the chart key.
• Any number of extra user-defined job analysis fields may be created to hold text or numeric values, and shown in reports, and (optionally) in the charts.
• Resources and Tasks may be grouped together into user-defined groups, and shown in user-defined order, or they may just be shown in alphabetical order.
• The system can optionally automatically check for double bookings.
• All reports are fully customized.
• Each user may be shown up to ten user-specific personal pages, integrated into the Resource Planner menu - for instance, staff might see useful documents such as expenses sheets, while customers might see promotional material.
• With the Server products, you can also customize the complete look and feel by editing CSS style sheets and HTML templates.
• With the suite products, you get the complete source code to the application, which you can customize to change the functionality.

A live demonstration of Resource Planner showing the resources of a small taxi company (login as admin, password admin).
The same demonstration data, logged in as a driver who can see all jobs, but not alter any (login as adam, password adam).
The same demonstration data, logged in as a customer who can see only their own jobs (login as beales, password beales).

The complete help file.