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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Planning report

Planning report

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Table of contents

Planning portfolio

This screen displays the portfolio timeline or a gantt chart of the project. It is possible to select one of the two reports in the SettingSetting :

  • timeline
  • gantt chart
🚨

If no view has been set on the portfolio, then this tab will not be accessible.

🚦

Rights required :

  • Portfolio consultationPortfolio consultation
  • Consult project ganttConsult project gantt

timeline or gantt chart

portfolio  planning: timeline
portfolio planning: timeline

Screen-specific actionstimeline)

Button name
Description
Zoom in

This button enlarges the display of planning objects

Zoom out

This button gives you an view of the objects in the schedule, as they will be displayed in a smaller format.

Scale to project dates

By clicking on this button, the schedule elements are adjusted on the screen according to the dates. All elements will appear without having to navigate from one end of the gantt chart to the other.

Full screen

Displays the schedule in full screen mode (always in a browser tab)

Exit full screen mode

Displays the schedule normally in, rather than full-screen. 🚩 This button appears when full screen has already been activated 🚩 This button appears in the contextual menu of the gantt chart

Modify density

Choice between Normal and High. With a high density, more planning lines will appear in the list (without changing page). Lines will be thinner than with normal density. 🚩 This button appears in the contextual menu of the gantt chart.

Export to Excel

This button exports the project's gantt chart as an .xlsx file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-DATE.xlsx 🚩 This button appears in the contextual menu of the gantt chart.

Export in CSV format

This button exports the project's gantt chart as a .csv file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-DATE.csv 🚩 This button appears in the contextual menu of the gantt chart.

Export to PDF

This button exports the project's gantt chart as a .pdf file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-GANTT-DATE.pdf 🚩 This button appears in the contextual menu of the gantt chart.

PNG export

This button exports the project's gantt chart as a .png file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-GANTT-DATE.png 🚩 This button appears in the contextual menu of the gantt chart.

Planning portfolio : gantt chart
Planning portfolio : gantt chart

Screen-specific actionsgantt chart)

Button name
Description
Fold

Allows you to fold a level: fold phase milestones so that they no longer appear on the screen, fold sub-phases, fold phases, and so on. When folding is no longer possible, only the project remains displayed.

Unfold

Unfold a level: Unfold phase milestones so that they appear on the screen again, unfold sub-phases, unfold phases, etc. When it is no longer possible to unfold, all schedule objects are displayed on screen.

critical path

This critical path will indicate phases/milestones that jeopardize the project completion date: they will be circled in red. If the project is shifted accordingly, these elements will no longer be highlighted.

drift between target and estimated planning

This button displays the initially planned schedule objects in graytarget) and the estimated schedule objects in color (updated since the target schedule was planned).

Show target schedule

This button switches the display from the estimated schedule to the target schedule.

Legend

The legend displays the colors according to the selectedattribute (color). If the selected colors correspond to the status of schedule objects, the legend will show, for example: To be started, In progress, Completed... Phases in progress will therefore appear in yellow, but this may change if the schedule no longer shows the status but the type of phase.

Colors

Allows you to define the colors of schedule objects according to an attribute : type, health, status...

Export to Excel

This button exports the project's gantt chart as an .xlsx file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-DATE.xlsx 🚩 This button appears in the contextual menu of the gantt chart.

Export in CSV format

This button exports the project's gantt chart as a .csv file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-DATE.csv 🚩 This button appears in the contextual menu of the gantt chart.

Export to PDF

This button exports the project's gantt chart as a .pdf file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-GANTT-DATE.pdf 🚩 This button appears in the contextual menu of the gantt chart.

PNG export

This button exports the project's gantt chart as a .png file. The on-screen display of the schedule will be identical to that in the downloaded file. Example: EXPORT-GANTT-DATE.png 🚩 This button appears in the contextual menu of the gantt chart.

Modify density

Choice between Normal and High. With a high density, more planning lines will appear in the list (without changing page). Lines will be thinner than with normal density. 🚩 This button appears in the contextual menu of the gantt chart.

Exit full screen mode

Displays the schedule normally in, rather than full-screen. 🚩 This button appears when full screen has already been activated 🚩 This button appears in the contextual menu of the gantt chart

Full screen

Displays the schedule in full screen mode (always in a browser tab)

Zoom out

This button gives you an view of the objects in the schedule, as they will be displayed in a smaller format.

Zoom in

This button enlarges the display of planning objects

Scale to project dates

By clicking on this button, the schedule elements are adjusted on the screen according to the dates. All elements will appear without having to navigate from one end of the gantt chart to the other.

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Produced by Virage Group