How to add a Tool for Use in Planning

In Kala’s Planning feature, tools can be displayed alongside employees on the timeline. Tools may include e.g. company vehicles, equipment, or other assets.

Step 1: Enable Tool Planning

To make tool planning available, activate the feature in Settings:

Tools available in Gantt chart

  1. Go to Settings > Advanced Settings.
  2. Enable the setting Tools available in Gantt chart.

Once activated, you can view, edit, and add tools under Settings > Tools.

Step 2: Create a New Tool

  1. Navigate to Settings > Tools.
  2. Click Create New Tool.
  3. Enter the following details:
    • Name: Give the tool a descriptive name (e.g., “Truck 1”).
    • Tool Number: Assign a unique number, handy for managing multiple tools of the same type.
  4. Click Create Tool.

The tool will now appear in your Planning overview.

Step 3: Use Tools in Planning

Once a tool is created and visible in the planning view, it can be managed directly on the timeline:

  1. Allocate Usage:
    • Select the day and/or time interval during which the tool is in use.
    • Assign the tool to a specific project or task.
  2. Visibility:
    Tools are listed at the bottom of the employee list in the Planning section, making it easy to see their availability and usage.

This setup helps your team stay organized and ensures that tools are efficiently allocated and visible.

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