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alank

  • Posts: 640
Moving work forward cleaner planner
« on: February 24, 2021, 09:05:06 am »
Just recently started using cleaner planner and want to move all of my work forward by one week so the last week of February becomes first week due in March and so on.
How best to do this without messing it up.

Soupy

  • Posts: 19642
Re: Moving work forward cleaner planner
« Reply #1 on: February 24, 2021, 10:09:14 am »
Just recently started using cleaner planner and want to move all of my work forward by one week so the last week of February becomes first week due in March and so on.
How best to do this without messing it up.

It depends on how you have everything set up, usually it's fairly straightforward but you need to make sure your settings are right.

Best bet is to contact support.

alank

  • Posts: 640
Re: Moving work forward cleaner planner
« Reply #2 on: February 24, 2021, 10:14:43 am »
Cheers soupy
Its set up as weeks 1,2,3,4, first Monday Tuesday etc I will contact support if I don't figure it out :)

chris turner

  • Posts: 1488
Re: Moving work forward cleaner planner
« Reply #3 on: February 24, 2021, 12:09:02 pm »
Shift all jobs forward 7 days. I do it all the time. Before you do it though make a note of any jobs that are booked in for a specific date, so you can move them back to that date after the shift.

alank

  • Posts: 640
Re: Moving work forward cleaner planner
« Reply #4 on: February 24, 2021, 12:32:12 pm »
Thanks Chris 👍