e manageONE Day Planner & How To

Day Planner items are lists of important information that you want right in front of you or your team. Examples of Day Planner items can range from

  • list of Booked Projects This Week
  • Projects Lost This Week
  • Variance between Purchase Orders & Acknowledgements
  • Sales Year to Date by Sales Person and / or Market
  • Open Punch Lists / Corrective Actions
  • Projects Installed and Not Yet Invoiced
  • Product Shipped Today
  • Close Ration By Sales Person or Customer

You can apply predefined day planner items or create your own custom items with the e-manage|ONE day planner configurator. Set them for company profiles such as management, sales, or operations, accounting and others.

Related Videos

Customizing Grid Layouts

The following video will show you how to modify existing grid layouts in e-manageONE and save them as your own special layout and default.

Grid Setup for Sales Forecasts

The following video will show you how to create a custom grid layout and save it. The example is using the Cashflow Management grid to create a Sales Forecast grouped by month.

Setting Up And Using Marketing Campaigns

Track the success of your Marketing Campaigns

e manageONE Day Planner & How To

This video explains the Day Planner and how to set it up for users

Loading a Saved Grid Layout File from an External Source

This is a brief video on loading a grid layout from an external source such as being supplied by someone else. After loading the layout from a file, this video explains how to set it as the company default


Create your very own project Portfolio just by taking pictures of your project when you are logged into the e-manage|ONE web portal from your mobile device.