By design, the initial releases of the new Planner do not support all of the features of the current Planner. Each feature has been carefully analyzed to determine its level of usage within the community and whether a redesign of that feature is warranted to improve its usability. The most widely used features are being prioritized first and our current expectation is that we will deploy the remaining items in the Q1 2022 and Q2 2022 releases. Note that some features that are not being used will not be migrated at all to the new Planner. Once all features that are required by the community are added to the new Planner, we will announce a date when the current Planner will be retired that will provide sufficient time for those that have not already switched over.
Feature | Status | Note | |
1 | Ability to create additional manual Prices | Deployed: Q3 2021 | This is frequently used for creating add on prices for fees, discounts, pre/post extensions, etc. The ability to estimate costs for these additional items is covered separately (see #14) |
2 | Ability to view and edit capacity for Per Group or Per Vehicle Costs | Deployed: Q4 2021 |
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3 | Ability to access itinerary from Beacon | Deployed: Q4 2021 |
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| 4 | Create and edit Tiered Cost Rates | Deployed: Q4 2021 |
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| 5 | Ability to see Selling Amount based on margin rules | Deployed: Q4 2021 |
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| 6 | Ability to adjust Margin for each Cost | Deployed: Q4 2021 |
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| 7 | Ability to create a Vendor Service from a Cost | Deployed: Q4 2021 |
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| 8 | Ability to replace a Cost with a Vendor Service | Deployed: Q4 2021 |
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| 9 | Ability to insert a day and have the itinerary adjust automatically | Deployed: Q4 2021 |
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| 10 | Ability to see Cost Rates inclusive of Vendor Taxes and adjust the base rate | Deployed: Q4 2021 |
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| 11 | Ability to add Vendor Services and create Costs that use Cost Category Type of Package | Deployed: Q4 2021 | Full support for Vendor Services that are a package of other Vendor Services is covered separately (see #23) |
| 12 | Ability to plan for leaders including Cost Rates for Leaders and different numbers of leaders for different group sizes | Deployed: Q1 2022 | |
| 13 | Ability to add additional Price Rates to a Price for different currencies | Deployed: Q1 2022 | This is only needed when you need to set a fixed Price Rate in an alternate currency. You can already invoice in alternate currencies and have the rate automatically calculate based on the exchange rate. |
| 14 | Ability to estimate Costs for additional Prices | Deployed: Q1 2022 | The ability to create additional Prices is covered separately (see #1) |
| 15 | Ability to view and update data on custom fields on the Trip and Departure record | Deployed: Q1 2022 | |
| 16 | Ability to create a Price that is calculated as a percentage of Prices based on Price Categories | Deployed: Q1 2022 | This is frequently used to create discount Prices (e.g., early booking discount) or surcharge Prices (e.g., extra fee for paying by Credit Card) and may be replaced by a more purpose built feature. |
| 17 | Ability to plan for Children including Cost Rates based on age and Prices based on age | Deployed: Q1 2022 | |
| 18 | Ability to create and edit Price Rates that are tiered by group size |
Deployed: Q1 2022 |
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| 19 | Ability to lock Cost Rates so they won’t be updated by a push of Vendor Service Rate changes |
Deployed: Q1 2022 |
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| 20 | Ability to export the budget to Excel |
Deployed: Q1 2022 |
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| 21 | Ability to add comments in the Planner that are added to the Reservation Description field | Deployed: Q1 2022 | |
| 22 | Ability to create a Cost that is calculated as a percentage of Prices based on Price Categories | New for Q2 2022 | This is frequently used to manage commission paid based on revenue (e.g., Cruise operator paying you a 10% commission) and may be replaced by a more purpose built feature. |
| 23 | Ability to add Vendor Services together with all Vendor Service Package Items | New for Q2 2022 | |
| 24 | Ability to link a Cost to a Vendor Service after creating it | New for Q2 2022 | |
| 25 | Ability to copy a Cost | New for Q2 2022 | |
| 26 | Ability to produce an itinerary that combines different days into one day range if all services are the same across those days | New for Q2 2022 | For example, Day 2-5 versus repeating the services each day on Day 2, 3, 4 and 5. |
| 27 | Ability to plan for multiple classes of accommodations | Target: Q3 2022 | This is most frequently required for cruise planning. The current feature may be replaced by a more purpose built feature. The ability to create additional Prices for different classes of accommodation is covered separately (see #1) |
28 | Ability to estimate adjustments to revenue based on commission to be paid, credit card fees and insurance sales commissions | Target: Q3 2022 |
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| 29 | Ability to Add Items | Target: Q3 2022 | |
| 30 | Redesign of page used to manage Cost Item Reservations |
| Current page can be opened from new Planner but will be redesigned for improved usability |
| 31 | Redesign of page used to create Vendor Bills |
| Current page can be opened from new Planner but will be redesigned for improved usability |
32 | Redesign of page used to view Financial Summary |
| Current page can be opened from the Departure but will be redesigned for improved usability and integrated into Planner app |
| 33 | Redesign of page used to create and view Inventory Blocks and Allotments |
| Current page can be opened from the Departure but will be redesigned for improved usability and integrated into Planner app |
| 34 | Ability to enter Retail Rates | Not planned for New Planner | This feature has extremely low usage |
35 | Ability to manually adjust guest counts for Costs if using Per Person based pricing | Not planned for New Planner | When using Group Pricing you can adjust guest counts. Allowing control for Per Person pricing was judged to make the user experience too complex. |