The Plan Board on Desktop and Devices helps in planning high-level tasks, breaking them down into smaller tasks, and dispatching them to the right resource. It also shows the progress and percentage of completion of the task in real-time.
By Default, Planner opens to the 'Boards & Schedules' Plan Board option.
If you are an Admin and this is your first time in Planner, you can create new 'Plan' and 'Dispatch' Boards and create Schedule and Dispatch Tags to your Project Team members.
Project Team Members
As a Project Team Member, you can view Boards you are assigned to and update any daily/weekly Tags you have been assigned.
|Schedule - |
The Schedule Sidebar Mode gives you a Gantt Chart View of your Schedule.
|Calendars - |
The Calendar Sidebar Mode lets you define working days and hours in Planner.
Plan/Dispatch Board Options:
|Import local Gantter file...||Choose a Gantter File from your Local Drive and Import into Planner.|
|Import from MS Project...||MS Project files (.MPP) and files in MS Project XML format can be imported.|
|Import from P6 (XER)...||Files of (.XER) can be imported.|
|Properties||Manage the following Schedule Properties - (General, Duration, Regional, Time Defaults, Resources, Notes, Links, Risks)|
|Export to local Gantter file...||Export your View as a (.gantter) file.|
Export to MS Project (XML)...
|Export your View as a .XML file.|
|Export to P6 (XER)...||You have the option to - Export Roll Up Tasks Only, Export Rollup and Summary Tasks or Export All Task|
|Export to CSV (download)...||Export your View as a .CSV file.|
|Publish to Procore||The following Procore Publishing options are available - (Procore Connector Settings, Publish Now, Open Procore).|
|Export milestones to iCalendar (Download)...||Export your Milestones as a .ICS file.|
|Export milestones to web Calendar...||Copy the smartappbeta URL and use your web calendar's 'Add by URL" feature to add a new calendar with all the milestones for the schedule.|
|Selecting this sets the View to Fullscreen.|
|Sidebar||Unchecking this option hides the 5 Sidebar Mode Options.|
|Show Milestones||Checking/Unchecking this option Shows/Hides Milestones.|
|Linear Viewer||The Linear Viewer lets you enable GIS Layers and lets you create Tags.|
|Sidebar Modes||Click to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars|
|Dispatch Settings||Set Auto Dispatching to None, Hourly, Daily or Weekly.|
|Dispatch Work||Dispatch All or Dispatch a Range.|
|Constraints & Issues||Manage Constraints & Issues in the Constraints & Widgets Issues.|
|Schedule Now||Lets you Drag and Drop Tasks that were previously scheduled in your Apps.|
Last Updated: Sep-09-21