How to send a planogram for execution

In this article

Let's look at how to send a planogram for execution, set the sending date and execution deadline, enable time tracking, and update the settings for already sent planograms.

Content

Where can you send a planogram for execution

"Sending planograms" page

How to set the time tracker, execution deadlines, and sending date for all planograms

How to change the execution deadline, sending date, and time tracking settings

Where can you send a planogram for execution

Planograms can be sent for execution only from active store plans and only to stores that have an assigned store manager.

A planogram can be sent for execution in three ways:

• From the "Planograms" block:

1. Click "Send for execution" in the upper-right corner of the toolbar;
2. Select the planograms you want to send for execution;
3. Click "Select stores";
4. After that, the "Sending planograms" page will open.

1. Click "Display the list";
2. Filter planograms by store plan;
3. Click "Send for execution";
4. Select the checkbox next to the "Planogram name" field;
5. Click "Select stores".

• From the planogram editing mode — this method is especially convenient when you need to quickly send a planogram for execution while editing it without opening the general planogram list:

1. Open the planogram in editing mode;
2. Click "Send for execution" on the top toolbar:

3. After that, the "Sending planograms" page will open.

• From the store plan editing mode:

1. Open the store plan in editing mode;
2. On the left toolbar, click "Placed Planograms";
3. In the upper-right corner of the tab, click "Send for execution";
4. Select the required planograms and click "Select stores";
5. After that, the "Sending planograms" page will open.

"Sending planograms" page

For each planogram, a table with the stores where it is placed is displayed.

In the table, you can:

• Set the sending date;
• Set a deadline;
• Enable the time tracker;
• Select a store manager.

To remove a planogram, click the button located to the right of the planogram name:

Click "Add a comment" to leave a message for store managers. The comment will be the same for all stores:

The following settings are available:

1. To schedule sending, click the "Sending date" field and select the required date in the calendar or use preset options:  Tomorrow, In 2 days, In a week, In a month.

Read more about scheduling planogram sending for execution in the article.

2. To set the execution deadline, click the "Due date" field and select the required day in the calendar or use preset options:  Today, Tomorrow, In 2 days, In a week, In a month.

Relationship between the sending date and execution deadline

The sending date and execution deadline are interconnected. If an execution deadline has already been set for the planogram, the sending date cannot be later than it, and vice versa.

For example, if "In a week" is selected in the "Due date" field, only dates up to that deadline will be available in the "Sending date" calendar.

3. To track the time spent by the store manager completing the planogram, use the "Time tracker". To do this, activate the switch in the corresponding planogram row.

The store manager can start the time tracker both in the web version and in the PlanoHero Layout application after receiving the planogram for execution.

The execution time history and time analytics are available:

• In the web version — in the "Tasks" and "Control" blocks;
• In the application — in the "Time tracker" block with weekly and monthly statistics.

4. To select the manager who will receive the planogram for execution, click the selection field in the "Store manager" column.

For quick search, use the "Search" field at the top of the list.

5. "Selected stores" panel — for each planogram, the following are displayed:

• The number of selected stores;
• The list of stores with assigned managers;
• The "Add a comment" icon — indicates that a comment has been added for the store manager;
• The "Scheduled sending" icon — indicates that a sending date has been set;
• The "Time tracker" icon — indicates that time tracking is enabled;
• The "to" field — displays the set execution deadline for the planogram;
• Click the cross icon next to a store to remove it from the sending list, or click "Cancel all selected stores" to remove the planogram from the sending list.

How to set the time tracker, execution deadlines, and sending date for all planograms

To select all planograms in the list at once, click "Select all". To cancel the selection, click the button again:

To enable / disable time tracking for all planograms in the list at once, click "Time tracker":

To set the execution deadline for all planograms at once, click "Setting deadlines for planograms":

To set the sending date for all planograms at once, click "Set sending date":

How to change the execution deadline, sending date, and time tracking settings

To change the execution deadline or time tracking settings for already sent planograms, go to the "Tasks" block and open the "Planograms on execution" modal window.

In the row of the required planogram, you can:

• Set a new execution deadline in the "Due date" field;
• Activate / deactivate the "Time tracker" toggle.

To change the sending date, execution deadline, or time tracking settings for scheduled planograms, go to the "Tasks" block and open the "Scheduled sending" modal window.

In the row of the required planogram, you can:

• Set a new date in the "Scheduled send date" field;
• Set a new execution deadline in the "Due date" field;
• Activate / deactivate the "Time tracker" toggle.

After making changes, click "Resend" to update the planogram settings in execution.

To cancel sending, open the "Planograms on execution" / "Scheduled sending" modal window, select the required planogram, and click "Cancel sending". 

Updated on: 09/06/2026