The Resources in Planner Mode will allow users to manage all the Resources associated with Tasks in the Plan Board. Users can see the below information in the Resources section.
- 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 $/H to each Resource.
- Baseline Calendar - Select a Baseline Calendar to associate to a Resource.
Resources Mode Options:
The Resources mode options are as follows
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.
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 Smartapp beta URL and use your web calendar's 'Add by URL" feature to add a new calendar with all the milestones for the schedule.
Undo Edits CTRL-Z
Redo Edits CTRL-Y
Cut Text CTRL-X
Copy Text CTRL-C
Paste Text CTRL-V
Reset View to Default
Selecting this resets the View to Default.
Selecting this sets the View to Full screen.
Unchecking this option hides the 5 Sidebar Mode Options.
Click to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars
Insert a Task Above the Selected Task.
Insert a Task Below the Selected Task.
Delete the Selected Task.
View Task Board Properties.
Set Auto Dispatching to None, Hourly, Daily or Weekly.
Add and Manage Baselines
Click to Select and Show a Baseline.
Constraints & Issues
Manage Constraints & Issues in the Constraints & Widgets Issues.
Boards & Schedules 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
Board How To?
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 Plan View
What are Different Boards Types
Board Tags How To?
How to Create a Tag
How to Create a Priority Tag
How to Create a Milestone
How to Dispatch a Tag
How to Auto Dispatch Tags
How to Group Tags
How to Filter Tags
How to Filter Tags by Date
How to Add a Comment to a Tag
How to Add Constraint/Issue to a Tag
How to Link Tags
How to Set a Tag as Complete
How to set a Tag as Verified
How to Copy a Tag
How to Delete a Tag
How to create Rollup Tags
How to assign Rollups to a tag
How to Set a Default GPS Location on Tag
How to Add a New Location to Sub Levels in Location Manager
How to Add/Modify Custom Location on Tag
What is the Tag Shelf
Last Updated: Jan-02-23