Planner Mode

Board & Schedules Overview
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....
Thu, 9 Sep, 2021 at 1:32 PM
What is Plan View
Plan View is the default schedule for a project. It has five tabs: Boards Schedule Risks Resources Calendar You can Plan, Schedule and Dispatch ...
Tue, 14 Sep, 2021 at 9:23 AM
Planner Overview
Planner Overview In your Project, clicking on the Planner option gives you access to a multi-party real-time digital Plan Board that makes it a breeze t...
Thu, 9 Sep, 2021 at 1:32 PM
What are Different Boards Types
  Plan Board: These boards are created to set up high level summary tasks. These tasks can be later associated with Dispatch Board work Tags to track the p...
Mon, 13 Sep, 2021 at 4:53 PM
Schedule Overview
  The Planner Schedule shows your Project Tasks set out in a Gantt chart.  The Schedule shows you the Start and Finish dates of your Tasks across a specifi...
Thu, 9 Sep, 2021 at 1:33 PM
How to Create a Board
The Video Below shows you how to add either a Plan or Dispatch board to a Project.  To Read more about Plan and Dispatch Boards scroll Down.      Plan ...
Mon, 13 Sep, 2021 at 4:53 PM
Risks Overview
The Risks Overview Mode lets you Define and Assign Risk Factors to Tasks in your Plan Board.  The following data can be associated with a specific Risk: R...
Thu, 9 Sep, 2021 at 1:33 PM
How to Copy a Board
  To Copy a Board,  First Select the Board you would like to Copy. With the board selected,  click on the Copy Board button in the Plan View Toolbar.    ...
Mon, 13 Sep, 2021 at 4:53 PM
Resources Overview
The Resources Mode lets you manage all the Resources associated with Tasks in your Plan Board.  The following Columns are associated with any Resource: ...
Thu, 9 Sep, 2021 at 1:33 PM
How to Edit a Board
  To edit a Plan Board, First, Select the Board you would like to edit and and then Click on the Edit button in the toolbar.      In the Board Prop...
Mon, 13 Sep, 2021 at 4:52 PM