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:
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.
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.|
|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.|
|Selecting this sets the View to Fullscreen.|
|Sidebar||Unchecking this option hides the 5 Sidebar Mode Options.|
|Show Milestones||Checking/Unchecking this option Shows/Hides Milestones.|
|Linear Viewer||The Linear Viewer lets you enable GIS Layers and lets you create Tags.|
|Sidebar Modes||Click to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars|
|Dispatch Settings||Set Auto Dispatching to None, Hourly, Daily or Weekly. |
|Dispatch Work||Dispatch All or Dispatch a Range.|
|Constraints & Issues||Manage Constraints & Issues in the Constraints & Widgets Issues.|
|Schedule Now||Lets you Drag and Drop Tasks that were previously scheduled in your Apps.|
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