Masterplan Optimiser
Step 7 of 1839%

People

MP-Opt keeps planning records and access accounts separate. A Person can receive work in the Desktop plan; a User can open the published web calendar. Linking the two gives someone a personalised schedule without making every planned person an account holder.

  • Person - A planning record for someone who may receive tasks. It provides optimisation constraints but does not grant access to the published schedule.
  • User - An account that can open the published calendar for one event. Link it to a Person to highlight that person's tasks, or leave it unlinked for someone who needs to see the schedule without receiving assignments.

Define a person

Create and edit planning records under Person Management. Each record can contain:

  • First and Second name (required) - The name shown in the plan.
  • Phone (optional) - A number that may be included in a Google Calendar export. It is not otherwise distributed.
  • Max Hours per day (optional) - Limits the total number of hours a person can be assigned to tasks per day.
  • Home location (required) - Sets the location where the person starts the day. Each person may have a different home location.
  • Unavailability period (optional) - Defines time frames in which the Person cannot be assigned to tasks due to their absence or other conditions. In such a case, the person is expected to return to the location where the next task is being performed.
  • Capabilities - Defines the capabilities the person has, which are used to assign them to tasks.
The person management table showing names, phone, home location, and capabilities
The person management view with all available fields.

Review the plan again: Changes such as a new unavailability affect the next optimisation, not a result you have already generated. Re-run the optimiser before publishing.

Give someone calendar access

Create web accounts under Users in the administrator view, or include them in the Desktop JSON handoff.

An administrator then issues a one-time activation link. The recipient uses it to register a passkey and open the calendar.