You can get support during office hours. Ask your question in the chatbot in the right bottom corner.
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How does Bizz Planner work
In this video you get a short introduction and overview over the planning tool's main function the section called planner.
How does statistics work in Bizz Planner
In this video we go trough the section Statistics. The aggregated statistics view for follow-up & reports provide an in-depth analysis of the status at your company. Choose what specifically you want to look into.
How to use the Dashboard in Planner
In this video the dashboard section is presented with the most common measurements and quick views available.
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How to monitor Customers and Assignments
Role: Team Manager & Company Owner
In this video we go through the assignment section in Bizz Planner. Easy to list assignments, customers or leads needed to be followed up.
Understand the utilization rate
In this video we describe the utilization rate and how it works in Planner.
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How to find a consultant in Planner
Role: Team Manager & Company Owner
In this video you learn how to search and find consultants in Bizz Planner. Useful when needed to quickly check availability or add an assignment to a consultant.
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How to navigate in your organization in Planner
Role: Team Manager & Company Owner
In this video we go through how easily you find the data that is most relevant for you as a teamlead through "My Organization".
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How does the filter work in Planner
Role: Team Manager & Company Owner
With this video you will learn the many different ways the filters can be used in the planner section. You can give quick answers to customers and team members with the right parameters of information.
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How to download reports in Bizz Planner
Role: Team Manager & Company Owner
In this video we showcase the possibilities of downloading different reports under the statistics section. These reports allows for flexibility to work and sort in excel on a weekly basis aswell.
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How to find or edit customer information
Role: Team Manager & Company Owner
In this video we go through how you manage your company's customers in Bizz Planner.
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How to add a customer in Bizz Planner
In this video we show how you add another customer to your company's customer list.
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How to delete a customer in Bizz Planner
In this video we show how you remove a customer on your company's customer list.
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How to configure the basis for the utilization rate
Role: Team Manager & Company Owner
A company owner can decide whether the activities in planner should be included in the calculation for the utilization rate or not. This is how it can be done.
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How to exclude people in the utilization calculations
Role: Team Manager & Company Owner
In this video we go through where you can define and set the activities presented in Planner. If certain activities should be included in the calculation for utilization rate or not. Here you customize as you prefer such as name, color, etc. based on your ways of working.