The Resources Mode lets you manage all the Resources associated with Tasks in your Plan Board. The following Columns are associated with any Resource:
NAME | DESCRIPTION |
| Resource Name | Name of the Resource. |
| Email | Email Associated with Resource. |
| Company | Company Associated with Resource. |
| Type | Select Work or Material based Resource. |
| Cost | Associate a cost $0/h to each Resource. |
| Baseline Calendar | Select a Baseline Calendar to associate to a Resource. |
Resources Mode Options:
The Menu Options in Resources 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. |
| 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. |
| VIEW | |
| Reset View to Default | Selecting this resets the View to Default. |
Fullscreen | Selecting this sets the View to Fullscreen. |
| Sidebar | Unchecking this option hides the 5 Sidebar Mode Options. |
| Sidebar Modes | Click to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars |
| ACTIONS | |
| Insert Above | Insert a Task Above the Selected Task. |
| Insert Below | Insert a Task Below the Selected Task. |
| Delete | Delete the Selected Task. |
| Auto-Level Resources | |
| Clear Leveling | |
| Properties | View Task Board Properties. |
| DISPATCH | |
| Dispatch Settings | Set Auto Dispatching to None, Hourly, Daily or Weekly. |
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
How To?
What are Different Boards Types
Last Updated: Feb-17-21