Plan & Dispatch Boards

How to Delete a Chain from the Board?
An entire chain can be removed from the board by expanding a particular chain by clicking on 'Delete' icon at the end of the chain name.  Cli...
Sun, 10 Dec, 2023 at 1:06 PM
How to Edit Chain Name in Chain Manager?
Name of a chain can be modified when it is expanded. User clicks on the  chain name to expand it. Now the field is shown as a box. Click on the name inside ...
Sun, 10 Dec, 2023 at 1:06 PM
How to Create New Chain from Tags that are part of other Chains?
Users can select tags that are already part of other chains and then create a new chain by giving it a  unique name. Now these tags become part of both the ...
Sun, 10 Dec, 2023 at 1:06 PM
How to Select All Tags of a Chain on the Board?
User can expand a chain and select all the tags of the chain on the board by clicking on the 'Select All' icon next to the 'Tag Count' The i...
Sun, 10 Dec, 2023 at 1:06 PM
How to Check Badge Count?
Hover on Badge Count. The Badge next to the name of the chain will show the total count of tags chained together in the chain set. The Badge color also in...
Sun, 10 Dec, 2023 at 1:06 PM
How to Create Rollup with Single Budget Line Item?
The 'Budget Line Items' field displays all the budget line items from the Budget Manager along with Budget and Cost values (unless hidden), which ar...
Sun, 10 Dec, 2023 at 1:06 PM
How to Create Rollup with Multiple Budget Line Items?
When you select more than one Budget line Item. The 'Remaining Balance' of the selected Budget line item(s) is NOT auto-populated in the 'COST&#...
Sun, 10 Dec, 2023 at 1:06 PM
How to Create Tags using same Rollup on a Dispatch Board?
Dispatch tags can be created by selecting the Rollups in the 'Scheduling Rollup Items' field. The 'Budget Line Item' allows you...
Sun, 10 Dec, 2023 at 1:06 PM
How to Show / Hide Budget Line Item field based on Finance Manager?
The 'Finance Manager' under 'Project Settings' is added to control the Budget Manager. Finance Manager turned ON When 'Finance Manag...
Sun, 10 Dec, 2023 at 1:06 PM
How to Use Split Screen Mode with Boards
We now allow you to view a project high-level Plan Board, and daily work Dispatch Board at the same time. By clicking the Split Screen button in the top...
Sun, 10 Dec, 2023 at 1:06 PM