Every project is different, and that’s why you can adapt PlanRadar to your projects’ unique needs. Through creating and adding ticket layouts, you can define what kind of information you and your team members can collect and share.
Note: This guide is for the PlanRadar web version
Given enough time, every project accrues a lot of data. To make sure you have a good overview, it’s vital to collect and organise information in the right way. Whether it’s for planning, building, maintenance, or documentation – with ticket layouts you will only collect the information you need.
To create a new ticket layout, go the menu item “Ticket layouts and lists” in the left navigation bar and click “New ticket layout”.
Do you want to make sure your contractors meet their deadlines? Add a due date to your ticket layout. Do you need to know how far works have progressed? Simply add the appropriate field. You can choose from predefined fields or create your own to adapt ticket layouts to your exact needs.
PlanRadar also allows you to fully customize fields and add them to your layout. You can then determine their visibility to other project members. After you are done, make sure to save your new ticket layout under a fitting name.
With PlanRadar, you can add multiple ticket layouts to your project to facilitate collaboration with different trades and contractors.
To add a ticket layout, go to the menu item “Projects” in the left navigation bar, choose your project and click on the tab “Ticket Layouts”. Select your layout by clicking the (+) icon to add it to your project.