The Resources in planner 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 

  • File 

 

FILE OPTIONS

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 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.


  • Edit

 


EDIT OPTIONS

Undo

Undo Edits CTRL-Z

Redo

Redo Edits CTRL-Y

Cut

Cut Text CTRL-X

Copy

Copy Text CTRL-C

Paste

Paste Text CTRL-V


  • View

 

VIEW OPTIONS

Reset View to Default

Selecting this resets the View to Default.

  Full screen 

Selecting this sets the View to Full screen.

Sidebar

Unchecking this option hides the 5 Sidebar Mode Options.

Sidebar Modes

Click to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars


  • Actions

 


ACTIONS OPTIONS

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 OPTIONS

Dispatch Settings

Set Auto Dispatching to None, Hourly, Daily or Weekly. 


  • Baselines

 

BASELINES OPTIONS

Manage baselines

Add and Manage Baselines

None

Click to Select and Show a Baseline.


  • Widgets


WIDGETS OPTIONS

Constraints & Issues

Manage Constraints & Issues in the Constraints & Widgets Issues.




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: Aug-24-22