Live Webinar

Planner, Demand and Capacity Week by Week

Data Structure, Filters, Table Settings, Capacity Gaps, Phase details, Snapshots, History

Thursday, November 5, 2026

10:00 AM Los Angeles / 1:00 PM New York

Save Your Seat

Free recording sent to all registrants

Why it matters

Plan Equipment and Crews in One Grid

Alexandra Hunter and Adam Shawd will lead a 30 minute walkthrough. A 15 minute live Q&A follows.

Madeline Sherry

Head of Business Development, Clue

Alexandra Hunter

Sales Engineer,
Clue

Adam Shawd

Business Development Rep, Clue

Planner

Open Planner in Resource Planner: Snapshots, History, Table Settings, Export, and D, W, M, Q.

Data Structure and Filters

Set Data Structure and Filters, then switch between All, Equipment, and People.

Planner Rows

Expand division, project, and phase; read Resource, Status, Start, End, Wks, Notes, 7d Util %.

Add Resource

Use + Add Resource: Equipment, Personnel, or Crew; edit cells, then Save or Apply to all weeks.

Capacity Gaps

Move a phase bar, then use Undo; read Need, Have, Supply, Busy, and Available in Capacity Gaps.

Assign and Review

Assign Available Assets in Phase details; use Copy To, Snapshots, History, or Import with AI.

Your Questions, Live

Bring your Planner questions for 15 minutes of live Q&A.

WHO SHOULD ATTEND

Built for the teams who plan equipment and crews ahead

Equipment managers

Fleet managers

Fleet coordinators

Project managers

Operations managers

Dispatch managers

DATE

Thursday, November 5, 2026

TIME

10:00 AM Los Angeles / 1:00 PM New York

LENGTH

45 minutes

FORMAT

30 minute walkthrough, then 15 minutes of live Q&A

TRACK

Dispatch & Scheduling

WHERE

Zoom

RECORDING

Sent to everyone who registers

SESSION

12 of 17

Save your seat

45 minutes. 30 minute walkthrough. 15 minutes of live Q&A. The recording goes to everyone who registers.