WORKFLOW PLANNER
INSTALLATION INSTRUCTIONS
- Click here to download Workflow Planner
- Save wf-setup.exe to your usual downloads folder.
- Start the installation by double clicking on wf-setup.exe
- The last screen of the installation will prompt you to run Workflow Planner. (workflow-planner.exe)
- After a successful installation, Workflow Planner will create a shortcut icon on your desktop.
- You may now safely remover the downloaded wf-setup.exe. It's job is done!
- In setup you can enter personal details and a drop box path to which you can send reports rather than print.
TO ENTER JOBS
1. Here is what the first screen looks like:
/2. Click on “Manage Jobs” 
3. Click on “+ Insert New Job”
4. Enter Job Details. Probability Rating % = Your estimate of your chance of getting the job, expected GP%, duration in weeks and labour requirement (man weeks)
5. Click Calculate to populate the Date, Projected Income, Gross Profit and Man-Weeks columns
6. Click OK
7. Continue to enter jobs
8. Click “Browse Tools"
9. Click “Weekly and Monthly Totals” to view reports
10. Click “Report” to view print ready report (e.g. Month. The projected income is your probable projected income for each month). You can also export the report to a csv file to the location set up in settings.
11. Modify each job as details change by clicking “ Change Selected Job” and clicking calculate and OK
12. Browse Totals and hit “Refresh”13. View/Print out modified report