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How to turn the planning modules on/off
How to turn the planning modules on/off

The planner module is on by default but easy to turn hide

Sara Carlin avatar
Written by Sara Carlin
Updated over a week ago

To turn the planning modules on of off, navigate to the client and click on their name.

Then under the Client Projection Settings you can enable or disable the various planners.

Checked means its enabled, unchecked means disabled. You can use the "Enable All/Disable All" buttons to check or uncheck everything quickly.

Now go back to the client portal and the planning module will be active.

NOTE: You will see a $0 benefit in the reports for the planners you have disabled.

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