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FAQ

Common questions about codeto plan.

Why does codeto plan always show a past date?​

A bookmark with a fixed date is probably saved. Use one of these links instead:

How can I keep codeto plan up-to-date on a screen (e.g. in the workshop)?​

codeto plan does not refresh automatically. For permanent displays, we recommend a browser extension such as Tab Reloader (Chrome and Firefox). It lets you set an automatic refresh interval without any technical knowledge.

Why does a project manager not appear in the filter list?​

Project managers only appear once at least one project is assigned to them. More under Create a new filter.

How can I assign several employees to the same booking?​

In the booking pop-up, hold CTRL and select several people. More under Create a booking (Projects view).

What happens when an employee leaves?​

After departure, no new bookings are possible. If the row is completely empty in the displayed period, the person is hidden automatically; in periods with past bookings they reappear. Details under Departure.

How do I activate utilization in the first row?​

The function is enabled under Settings → Personal settings. It is only available in week, month and year view. Step by step under Utilization in the first row.

Why is utilization not shown in the first row?​

Three common reasons:

  • The option is not enabled in the personal settings.
  • "Also search for hidden objects" is enabled in the search; it must be disabled.
  • The current calendar view is Day or Work week; the display only works in Week, Month and Year.

More under Utilization.

Why are Saturday and Sunday hidden in the utilization chart?​

For better readability. Bookings are still included in the calculation. If work is done regularly on Saturday, store working hours for that day too.

What does a disposition rate below 100% mean?​

If the disposition rate is below 100% (on one or several bookings of the same person), it directly affects utilization. Details under Utilization in practice.

Are my display options and sorting saved?​

Yes, per user. The settings remain active after reloading. More under Sorting and Display options.

What happens when the person who created a shared filter leaves the company?​

If the filter was shared with read access only, restrictions can occur. It is best to switch to write access in advance or have the filter reshared. If it is already too late, contact support. More under Share a filter.

What is the difference between read and write access for shared filters?​

  • Write access: filter directly editable. Changes also affect the person sharing.
  • Read access: not directly editable. Use the copy icon to create a copy that appears under My filters.

If changes should only apply locally, create a copy. More under Share a filter.

Can confirmed absences from an external system be edited?​

No. Confirmed absences from the interface are managed by the external system. Details under Absences interface.

Who can edit the branch office settings?​

Only users with level 3 or 4. More under User roles and permissions.

How do I mark school holidays in the calendar?​

In the branch office settings: pick the start date, hold CTRL to add individual days or SHIFT to mark a contiguous range, then tick "School holidays". Details under Branch office settings.

What is the difference between SaaS and Enterprise?​

  • codeto SaaS: standard solution without interfaces. All data is entered directly in codeto plan.
  • codeto Enterprise: with an interface to the ERP. Automatic data exchange (master data, absences, projects, service orders), plus a three-year view and switching between companies of a group.

Enterprise-specific content in the documentation is flagged with an Enterprise note.

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