The Planner CPM Schedule shows the Project Tasks set out in a Gantt Chart (Bar Chart that illustrates a Project Schedule). The CSchedule shows Start and Finish Dates of the Tasks across a specified Timeline.
Schedule Mode Options
The Schedule 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) |
Print either the Tasks List or Gantt Chart (PDF, PNG, HTML) | |
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 |
Redo | Redo Edits |
Cut | Cut Text |
Copy | Copy Text |
Paste | Paste Text |
- View
VIEW OPTIONS | |
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 |
Zoom In | Click this to Zoom in to the Schedule. |
Zoom Out | Click this to Zoom Out of the Schedule. |
Schedule Columns | Show or Hide the following Columns - WBS Column, Info Column, Duration Column, Work Column, Cost Column, % Completion Column, Start Column, Finish Column, Predecessors Column, Slack Column, P6 Activity ID Column |
Dispatch Columns | Show or Hide the following Columns - App, Dispatch Status, Last Dispatch Date, Last Dispatch By, Board Name |
Assignment Columns | Show or Hide the following Columns - Resource Column, Organizations Column, Trades / Skills Column, Locations Columns |
Baseline Columns | Show or Hide Baseline Columns. |
Custom Columns | Show or Hide the following Columns - Custom 1, Custom 2, Custom 3, Custom 4, Custom 5. |
Color Tasks by Assigned Resource | Enable or Disable Coloring Tasks by Assigned Resource. |
Show Resource Names in Chart | Show or Hide Resource Names in Chart. |
Show Task Names in Chart | Show or Hide Task Names in Chart. |
Hide Task Links | Show or Hide Task Links. |
Highlight Critical Tasks | Enable or Disable Highlighting Critical Tasks. |
Show Root Summary Tasks | Show or Hide Root Summary Tasks. |
Show Complete Tasks | Show or Hide Complete Tasks. |
Filter by Resource | Enable or Disable Filtering Tasks by Selected Assigned Resources. |
Show Time | Show or Hide Time |
- 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. |
Move Up | Move the Selected Task Up a Row. |
Move Down | Move the Selected Task Down a Row. |
Link Tasks | Click to Link Selected Tasks. |
Unlink Tasks | Click to Unlink Selected Tasks. |
Indent Tasks | Click to Indent Selected Tasks. |
Unindent Tasks | Click to Unindent Selected Tasks. |
Allow Rollup | Click to Allow Rollup. |
Expand All | Expand All Tasks. |
Collapse All | Collapse All Tasks. |
Lock WBS | Lock WBS. |
Unlock & Reorder WBS | Unlock & Reorder WBS. |
Auto-level Resources | Select this to Auto-level Resources. |
Clear leveling | Select this to Clear leveling. |
Properties | View Task Board Properties. |
- Dispatch
DISPATCH OPTIONS | |
Dispatch Settings | Set Auto Dispatching to None, Hourly, Daily or Weekly. |
Dispatch Work | Dispatch All or Dispatch a Range. |
Auto CPM Dispatching | Set the Auto Dispatching Interval, then turn on Auto Dispatch. |
- 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. |
Last Updated: Dec-10-23