The Plan Board on Desktop and Devices helps in planning high-level tasks, breaking them down into smaller tasks, and dispatching them to the right resource. It also shows the progress and percentage of completion of the task in real-time. 

By Default,  Planner opens to the 'Boards & Schedules' Plan Board option.

In the Default Plan Board, there are 5 Main Planner Sidebar Options. Click below to learn more about each 'Board' Option:

Plan Board

The Plan Sidebar Mode lets you place Tags and Plan out your Project from Start to Finish.

Schedule - 
The Schedule Sidebar Mode gives you a Gantt Chart View of your Schedule.


The Risks Sidebar Mode shows you any Scheduled Items that have been designated to have Risk associated with them that could affect their completion.

Resources -  

The Resources Sidebar Mode lists out all the Resources that are used in your Plan (Companies, Employees)

Calendars - 
The Calendar Sidebar Mode lets you define working days and hours in Planner.

Plan/Dispatch Board Options:

The Menu Options in Plan Board 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.
PropertiesManage 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 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 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.

Selecting this sets the View to Fullscreen.
SidebarUnchecking this option hides the 5 Sidebar Mode Options.
Show MilestonesChecking/Unchecking this option Shows/Hides Milestones.
Linear ViewerThe Linear Viewer lets you enable GIS Layers and lets you create Tags.
Sidebar ModesClick to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars
Dispatch SettingsSet Auto Dispatching to None, Hourly, Daily or Weekly. 
Dispatch WorkDispatch All or Dispatch a Range.
Constraints & IssuesManage Constraints & Issues in the Constraints & Widgets Issues.
Schedule NowLets you Drag and Drop Tasks that were previously scheduled in your Apps.

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