Plan & Dispatch Boards

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
How to Use Sync & Zoom in Planner?
Users can use the Sync Option in Planner by using the icon next to the cross ‘X’ icon on the Split Screen Mode as shown below:     When the User hover ...
Sun, 10 Dec, 2023 at 1:06 PM
How to Add Start / End Time for a Tag
Work tags can now be created not just by start and end dates, but also by specific start and end times! This allows you to make sure the same day sequencing...
Sun, 10 Dec, 2023 at 1:06 PM
How to Import & Update your P6 File into PLANNER
In addition to bringing in your CPM Schedule into PLANNER™, our New & Improved P6 File Importer also supports automatically creating your PLANNER™ High ...
Sun, 10 Dec, 2023 at 1:06 PM
Add Tags from CPM to Planner
Add Tags by selecting a Board There are numerous benefits of adding tags from CPM to Planner:  Improved organization: By creating tags that correspond...
Sun, 10 Dec, 2023 at 1:06 PM