This article is also available in:

Dayplanning | Settings

In this article we are happy to guide you step by step through the 'dayplanning settings'. Also take a look at the general settings, as there may be settings there too that have an impact on the dayplanning.

You go to settings > dayplanning to see the page with the dayplanning settings.
You go to settings > general to see the page with the general settings.

After you have made changes in the settings, it is important to click 'activate settings' at the bottom right in order to apply them.

Master data

Setting	Explanation
Leave periods	Via this setting you can enter fixed leave periods with the accompanying dates. These are included in the dayplanning.
Planning resources	Via this setting you can create fixed groups of employees and accompanying equipment.
Planning type	Via this setting you can create planning types that are linked to a planning item. This gives a particular colour in the dayplanning overview.
Recurring periods	Via this setting you can create recurring periods for a recurring planning item.
Time-off categories	Via these time-off categories you can register an absence of an employee in the dayplanning under a particular category. This time-off category can be linked to an hour type in the settings.

Overview and waiting room overview

Determine here what the first tab in the list view overview of the dayplanning and the waiting room looks like.
What you change via these settings changes for every user. In addition, every user can choose to create and set up their own overview as they wish.

Setting	Explanation
Quick filters	Choose here which filters are ready by default in the overview.
System overview	Determine which columns you want in the overview and in which order you want to see them.

Settings

Setting	Explanation
Execute agenda synchronisation	Via this button you can create a link with an external agenda (Outlook/Gmail) for the entire dayplanning
Default planning mode	This is how you determine the default display for the calendar overview of the dayplanning.
Start time - end time	Start time and end time that are shown in the calendar overview of the dayplanning.
Filter on project status	The statuses you enter here are the statuses for which a project can be found on a planning item and is shown in the overview. If you do not fill in anything here, all statuses will be shown.
Filter on employee status	The statuses you enter here are the statuses for which an employee can be found on a planning item and is shown in the overview. If you do not fill in anything here, all statuses will be shown.
Filter on material status	The statuses you enter here are the statuses for which equipment can be found on a planning item and is shown in the overview. If you do not fill in anything here, all statuses will be shown.
Filter on installation status	The statuses you enter here are the statuses for which an installation can be found on a planning item.
Show weekends	With these settings you can switch the display of weekends in the dayplanning on or off.
Show border on conflicted items	If this setting is switched on, you get an orange colour around the border of conflicted items.
Show border on items with no work order linked	If this setting is switched on, you get a red colour around the border of items that do not yet have a work order.
Show planned and achieved hours	This setting currently has no effect.
Take hours to work order	The hours that have been planned are copied to the employee hours when you create a work order from the planning item.

Overview

Via this setting you can create extra overviews for the display of the calendar view in the dayplanning.
For example: day, week, month, year, etc.

Setting	Explanation
Name	The name of the display. This is shown when you make your choice in the overview.
Periodicity	The periodicity of the period shown.
Timeslot	The subdivision within the periodicity.
Type	Horizontal (calendar view) or vertical (list view)

You can set up a maximum of 6 periods. Extra periods will not be shown in the calendar overview.

Extra fields

Every module in Robaws consists of a number of standard fields. This is where you can note down the greater part of the standard data.
But just as with all modules in Robaws, you can make use of extra fields in a planning item.
You can create the extra fields in order to register other specific information that cannot be included in the standard fields.

Standard texts

These settings have an influence on 2 tables that you can show in an e-mail via a replacement code:

planning calendar: replacement code ${planningTable}
overview list: replacement code ${orderPlanningTable}

Setting	Explanation
Planning table employee column	Here you can use replacement codes to determine which information is shown in the employee column of the planning calendar (in an e-mail)
Planning table execution column	Here you can use replacement codes to determine which information is shown in the execution column of the planning calendar (in an e-mail)
Order planning table	Here you can use replacement codes to determine which information is shown when you send the overview list of the dayplanning by e-mail.

Templates

In Robaws you can create your own templates for quotations. This means that you set up a planning item properly once, and can use it later as a basis for setting up a new planning item.
You can still edit the template afterwards if necessary; this does not change anything about planning items that have already been created.

Planning item template

You can set up a planning item template for each of the various displays (employee, execution phase, planning resource, project and equipment) that apply to the dayplanning.
For each display you have the following settings you can adjust:

Setting	Explanation
Use the same template for the PDF	If you tick this checkbox, we follow the replacement code of 'template' to show on the PDF.
Template	Using replacement codes you can determine what appears in the display of your planning item in the dayplanning overview (the coloured blocks).
Custom PDF template	Using replacement codes you can determine what has to appear on the PDF. If the setting 'use the same template for the PDF' is activated, this setting will not be visible.

Default documents

Set up the default documents here that you want to use in the dayplanning module. They then appear in the planning item under the action button 'default documents'. You can still edit them there before you forward them to the customer.

E-mail templates

Here you can set up the e-mail templates that you want to use in the dayplanning. This means that you can prepare various e-mails with a particular text (with or without replacement codes) and with particular attachments.
There are 2 kinds of e-mail templates on the dayplanning:

E-mail template general for the dayplanning: this contains an overview of the planned items that you can e-mail
E-mail template on the planning item: you can use this to send to the customer

Planning item

This is how you create e-mail templates for communication to customers.

Updated on: 04/09/2026

Was this article helpful?

Thank you!