The Calendar in Planner will allow Users to select a Specific Calendar for each Plan Board. The Calendar can be accessed by using the Navigation path Planner > Calendar.
The Calendar mode options are as follows
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. |
Import Calendars... | Choose a .gantter file from your Local Drive and Import into Planner. |
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 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 |
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 |
Show relevant risks | Click to only show Risks that are still relevant. |
Show addressed risks | Click to show Risks that have already been addressed. |
Show happened risks | Click to show Risks that have already happened. |
Response Column | Show or Hide the Response Column. |
Cause Columns | Show or Hide the Cause Column. |
Probability Columns | Show or Hide the Probability Column. |
Severity Columns | Show or Hide the Severity Column. |
Priority Column | Show or Hide the Priority Column. |
Actual Response Column | Show or Hide the Actual Response Column. |
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. |
Properties | View Task Board Properties. |

DISPATCH OPTIONS |
Dispatch Settings | Set Auto Dispatching to None, Hourly, Daily or Weekly. |

BASELINES OPTIONS |
Manage baselines | Add and Manage Baselines |
None | Click to Select and Show a Baseline. |

WIDGETS OPTIONS |
Constraints & Issues | Manage Constraints & Issues in the Constraints & Widgets Issues. |
Planner Overview
Planner Overview
Boards & Schedules Overview
Boards 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
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