How to make a schedule

Summary

This section will briefly explain how to create a schedule.

Intended Users

Cockpit Owners

Instructions

From the Labor Cockpit: In the Tools menu, you can create a schedule for your department − or more, if you have several shift plans − but we do recommend you have only one schedule in place in order to save you time and effort maintaining PMI.

1. Click on the Tools icon up in the right corner, choose Add Shiftplan, and PMI will allow you to create a schedule − remember to name your schedule before clicking “Save”.

2. We recommend you use your department name and not create schedules for several months. When you enter a new month in PMI, it will automatically open up a new month for you.

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