How to send a planogram for execution

In this article, we will 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 send planograms for execution from the "Control" block
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.

• From the "Control" block — read more in the How to send planograms for execution from the "Control" block section.

"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 send planograms for execution from the "Control" block

In the "Control" block, you can send for execution planograms with the "Not sent" status.

There are two ways to go to them:

• Via the status card — click the arrow in the upper right corner of the "Not sent" card. A page with all unsent planograms opens;
• Via the summary table — click the arrow at the end of the row of the required store plan or planogram. A page opens where unsent planograms are collected in the "Not sent" block.

To send planograms, select them with checkboxes. Then specify the sending date, execution deadline, and store manager on the cards, and, if necessary, turn on the time tracker and add a comment. Then click the button on the top panel or in the "Not sent" block row.

The button name depends on the sending dates:

• Send — if all selected planograms have today's date;
• Schedule — if all of them have a later date;
• Send and schedule — if the selection contains both options.

Confirm the action in the "Send for execution" window.

Read more in the article.

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

If, after sending a planogram, you need to extend the execution deadline, turn the time tracker on or off, or assign another manager, update the parameters on the "Sent for execution" page. 

You can open it in one of the following ways:

1. Via the "Control" block — click the arrow in the upper right corner of the "Sent for execution" card;
2. Via the summary table — click the arrow at the end of the row of the required store plan or planogram. A page opens where sent planograms are collected in the "Sent for execution" block;
3. Via the "Tasks" block — in the "Planograms on execution" block, click "View details". The page will open with the "Show only my planograms" filter turned on.

Select the required planograms and on their cards:

• Set a new execution deadline in the "Due date" field;
• Turn the time tracker on or off;
• If necessary, change the store manager or add a comment.

Then click "Resend" on the top panel, or in the block row if you went through the summary table.

Read more in the article.

If you need to change the execution deadline, store manager, or time tracker settings for a scheduled planogram, update the parameters on the "Scheduled for sending" page. 

You can open it in one of the following ways:

1. Via the "Control" block — click "Scheduled for sending" on the toolbar;
2. Via the "Tasks" block — in the "Scheduled sending" block, click "View details". The page will open with the "Show only my planograms" filter turned on.

Select the required planograms and on their cards:

• Set a new execution deadline in the "Due date" field;
• Turn the time tracker on or off;
• If necessary, change the store manager or add a comment.

Then click "Update schedule".

To cancel sending, on the "Sent for execution" or "Scheduled for sending" page, select the required planograms and click "Cancel sending".

Read more in the article.

Updated on: 03/11/2026