Planning management

 

Planning management

After creating categories, you create multiple plannings. The handmade plannings, association objects or rental objects, will be shown in the visual planner. 

Examples of association objects are:

Main category
Planning / association objects
Berths harbor Scaffolding A, Scaffolding B, Scaffolding C
Berths shore Winter storage room Indoor, Winter storage outside
Bicycles Sport bike men, Sport bike ladies, Tandem, Electric bike
Parking lots Car parking, disabled parking, motor parking

 

  • Click Management Centre in the main menu
  • Go to rental objects 

 

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  • Give a name to the planning
  • Selct the right Category
  • If there's a price linked to the rental object, it can be easy to give in the Ledger accout number. 

 

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  • Click Add to make the planning.

 

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  • After creating the planning, individual association objects are added. Click on the IconS Plusje icon to do this.
  • A popup will appear with a short how-to on creating objects.

 

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  • Click Next to go the the following screen:
  • This gives you a summary of the created association's objects.

 

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  • Click on Finalize to create the association's objects. 

 

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Now in the main category Berths port, the planning is made for Scaffold A. Scaffold A has several berths, in this example 10 berths: STA001 to STA010.

If the dimensions and price for these berths differ from what you have specified in the Main category, then it is possible to specify a different value in the fields per object. These values are entered with the Save button.

• Click the Visual planner button. Now the planner is opened where you see the newly created objects in a clear overview.

 

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Get the most out of e-Captain!

e-Captain has a very extensive Member Management package. We offer several basic trainings which teach you to work with e-Captain in an accessible way.  The trainings take place at our office in  's-Hertogenbosch.

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TeamViewer

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This page was last updated on: 15 August 2018