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.


Admins

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.



In Planner - 'Boards & Schedules', in the Default Plan Board, there are 5 Main Planner Sidebar Options.   Click below to learn more about each 'Board' Option:



Plan Board

The Plan Sidebar Mode lets you place Tags and Plan out your Project from Start to Finish.


Schedule - 
The Schedule Sidebar Mode gives you a Gantt Chart View of your Schedule.

Risks

The Risks Sidebar Mode shows you any Scheduled Items that have been designated to have Risk associated with them that could affect their completion.

Resources -  

The Resources Sidebar Mode lists out all the Resources that are used in your Plan (Companies, Employees)

Calendars - 
The Calendar Sidebar Mode lets you define working days and hours in Planner.



Plan/Dispatch Board Options:


The Menu Options in Plan Board are as follows:


FILE
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.
PropertiesManage 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 ProcoreThe 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.
VIEW

Fullscreen 
Selecting this sets the View to Fullscreen.
SidebarUnchecking this option hides the 5 Sidebar Mode Options.
Show MilestonesChecking/Unchecking this option Shows/Hides Milestones.
Linear ViewerThe Linear Viewer lets you enable GIS Layers and lets you create Tags.
Sidebar ModesClick to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars
DISPATCH
Dispatch SettingsSet Auto Dispatching to None, Hourly, Daily or Weekly. 
Dispatch WorkDispatch All or Dispatch a Range.
WIDGETS
Constraints & IssuesManage Constraints & Issues in the Constraints & Widgets Issues.
Schedule NowLets you Drag and Drop Tasks that were previously scheduled in your Apps.




Planner Overview

Planner Overview

Boards & Schedules Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview


Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet


How To?

Boards Overview

What is Plan View

What are Different Boards Types

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is the Tag Shelf

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag




Last Updated: Sep-09-21