The Planner Schedule shows your Project Tasks set out in a Gantt chart.  The Schedule shows you the Start and Finish dates of your Tasks across a specified timeline.  



Schedule Mode Options:


The Menu Options in Schedule Mode 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)
PrintPrint 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 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
Reset View to DefaultSelecting this resets the View to Default.

Fullscreen 
Selecting this sets the View to Fullscreen.
SidebarUnchecking this option hides the 5 Sidebar Mode Options.
Sidebar ModesClick to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars
Zoom InClick this to Zoom in to the Schedule.
Zoom OutClick this to Zoom Out of the Schedule.
Schedule ColumnsShow or Hide the following Columns - WBS Column, Info Column, Duration Column, Work Column, Cost Column, % Completion Column, Start Column, Finish Column, Predecessors Column, Slack Column, P6 Activity ID Column
Dispatch ColumnsShow or Hide the following Columns - App, Dispatch Status, Last Dispatch Date, Last Dispatch By, Board Name
Assignment ColumnsShow or Hide the following Columns - Resource Column, Organizations Column, Trades / Skills Column, Locations Columns
Baseline ColumnsShow or Hide Baseline Columns.
Custom ColumnsShow or Hide the following Columns - Custom 1, Custom 2, Custom 3, Custom 4, Custom 5.
Color Tasks by Assigned ResourceEnable or Disable Coloring Tasks by Assigned Resource.
Show Resource Names in ChartShow or Hide Resource Names in Chart.
Show Task Names in ChartShow or Hide Task Names in Chart.
Hide Task LinksShow or Hide Task Links.

Highlight Critical Tasks 
Enable or Disable Highlighting Critical Tasks.
Show Root Summary TasksShow or Hide Root Summary Tasks.
Show Complete TasksShow or Hide Complete Tasks.
Filter by ResourceEnable or Disable Filtering Tasks by Selected Assigned Resources.
Show TimeShow or Hide Time.
ACTIONS
Insert AboveInsert a Task Above the Selected Task. 
Insert BelowInsert a Task Below the Selected Task. 
DeleteDelete the Selected Task.
Move UpMove the Selected Task Up a Row.
Move DownMove the Selected Task Down a Row.
Link TasksClick to Link Selected Tasks.
Unlink TasksClick to Unlink Selected Tasks.
Indent TasksClick to Indent Selected Tasks.
Unindent TasksClick to Unindent Selected Tasks.
Allow RollupClick to Allow Rollup.
Expand AllExpand All Tasks.
Collapse AllCollapse All Tasks.
Lock WBSLock WBS.
Unlock & Reorder WBSUnlock & Reorder WBS.
Auto-level ResourcesSelect this to Auto-level Resources.
Clear levelingSelect this to Clear leveling.
PropertiesView Task Board Properties.
DISPATCH
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.
BASELINES
Manage baselines...
Add and Manage Baselines
None
Click to Select and Show a Baseline.
WIDGETS
Constraints & Issues
Manage Constraints & Issues in the Constraints & Widgets Issues.



Planner Overview

Planner Home

Calendars Overview

Plan Board Overview

Resources Overview

Risks Overview

Schedule Overview


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: Feb-17-21