---
title: "Business Planner | GTX Training"
slug: "business-planner-bt"
description: "Learn the basics about the Business Planner in Marlin GTX trusted automotive software by Megabus."
updated: 2026-03-12T04:04:38Z
published: 2026-03-12T04:04:38Z
canonical: "help.megabus.com.au/business-planner-bt"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# Business Planner BT
**{{variable.GTX Bold}}** uses the Business Planner to manage workshop bookings.
The Business Planner usually **opens automatically** when GTX starts.
If it does not open automatically, it can be accessed by selecting **Main > Enquiries > Business Planner** from the menu bar.
When opened, the Business Planner will show either the **Task List** or the **Resource Planner**, depending on system configuration.
Different booking types are shown using colour coding to indicate their status as **enquiries**, **bookings**, **quotes**, **work orders** or completed **invoices**.
Additional planner views and tools can be accessed using the **tabs** at the top of the planner window.
These tabs provide access to features such as **searching bookings**, viewing **unassigned work orders** and reviewing **daily** or **monthly workloads**.
The behaviour and default settings of the Business Planner can be adjusted using the **Options** button.
::: (Warning) (For Further Details)
See the [Business Planner](/gtx/docs/business-planner-1){target=`_blank`} help guide.
:::
## Task List Bookings
Bookings can be added directly to an available time slot in the **Task List** or **Resource Planner**.
**Bookings can be added by:**
* Double-clicking the empty time slot
* Right-clicking the empty time slot and select **Add an Item**
* Selecting the empty time slot and clicking **Add an Item** in the panel on the right
* Selecting the empty time slot and pressing **Insert** on the keyboard.
In the **Add new Enquiry/Booking** window that opens:
* Enter the required **customer**, **vehicle** and **booking** details.
* Click **Save** to create the booking.
**Bookings can be:**
* **Rescheduled by dragging** them to a different time slot
* **Edited by double-clicking** the booking in the planner
* **Cancelled by right-clicking** and selecting Cancel Work Order
Enquiries can be converted to Bookings at any time, by opening them and clicking on the **Change to Booking** button at the bottom of the pop-up window.
Bookings can be converted to **Quotes**, **Work Orders** or **Invoices** using the buttons at the bottom of the window.
::: (Warning) (For Further Details)
See the [Planner Task List](/gtx/docs/planner-task-list){target=`_blank`}, [Planner Bookings](/gtx/docs/planner-bookings){target=`_blank`} and [Planner Enquiries](/gtx/docs/planner-enquiries) help guides.
:::
## Resource Planner
To open the Resource Planner, select the **Resource Planner** tab at the top of the Business Planner.
The **Resource Planner** displays each resource as a column with time slots for bookings and work orders.
**To add bookings or work orders:**
* **Double-clicking** on an empty time slot
* Or **right-clicking** a slot and selecting **Add an Item**
**Unassigned work orders** appear on the right side of the planner.
Drag a work order into a **time slot** to schedule it.
:::(Info) (Note)
**Quotes** must be converted to work orders before they can be scheduled.
:::
::: (Warning) (For Further Details)
See the [Resource Planner](/gtx/docs/resource-planner){target=`_blank`} help guide.
:::
## Work Orders
Work orders represent **confirmed customer jobs** with **products reserved** for them.
They are highlighted in **yellow** in the Task List and Resource Planner.
They can be created by **converting** an existing booking or quote.
New work orders can also be added directly from the Business Planner using the **Quick Work Order** button on the right and assigned at a later date.
:::(Info) (Note)
Work orders cannot be added directly to the Resource Planner and must be created from a booking.
:::
When a booking or quote is converted or added, the **Enter Work Order** window will open to allow job details and products to be added using the **Line Details** list at the bottom.
### Unassigned Work Orders
If enabled, unassigned work orders added outside the Business Planner or using the Quick Work Order function appear in the **Unassigned Work Orders** list.
Unassigned work orders can be opened and assigned to a booking by selecting a date, time and resource.
::: (Warning) (For Further Details)
See the [Planner Work Orders](/gtx/docs/planner-work-orders){target=`_blank`} help guide.
:::
### Invoicing Planner Orders
Bookings, quotes and work orders can be invoiced by opening them in the Task List or Resource Planner and clicking **Invoice**.
The **Enter Invoice** window will open, allowing invoice details to be reviewed and edited.
Click **Finalise** to complete the invoice.
The **Payment Details** or **Payment Terms** window will open to record payment or terms.
Once invoiced, the order appears in grey in the planner and **can no longer be edited**.
:::(Info) (Note)
Invoices can also be created without a booking by clicking **Quick Invoice** in the Task List.
:::
::: (Warning) (For Further Details)
See the [Planner Invoices](/gtx/docs/planner-invoices){target=`_blank`} help guide.
:::
:::(Info) (Note)
[Work Orders](/gtx/docs/work-orders-ob){target=`_blank`} and [Invoices](/gtx/docs/invoices-ob) are covered in more detail in the following onboarding guides.
:::