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Modifications in the planner profile

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  • Period List

    The list of periods is used to better track the status of the periods and the progress of their planning.  ...

    Vicky Tremblay
  • Edit period parameters

      Via the list of periods, it is possible  to access the edition of period parameters. 1. To access the edi...

    Vicky Tremblay
  • How to add or remove a member from an advanced group.

    Add a new member to your group 1. From the Scheduling section, access the Members section     2. Click on A...

    Vicky Tremblay
  • How to change the settings of a scheduled member of an advanced group

    1. Click on the Scheduling menu, and on the Members and teams option   2. In the members' list, click on t...

    Vicky Tremblay
  • How to adjust the counter dates

    Managing equity dates If this step is presented to you when you create a new period, your group is configur...

    Kathleen Kelly