The Plan Board 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.
Plan Board: These boards are created to set up high-level summary tasks. These tasks can be later associated with Dispatch Board work Tags to track the progress.
Dispatch Board: These boards are created to create actual work tasks and assign them to people, teams, or companies. Once dispatched, these tasks are accessible by the assigned resource and update the status on the task.
|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)|
|Print either the Tasks List or Gantt Chart (PDF, PNG, HTML)|
|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.|
|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.|
|Auto CPM Dispatching||Set the Auto Dispatching Interval, then turn on Auto Dispatch.|
|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: Feb-17-21