theme Project planning
The two objects of planning are phases and milestones. They are presented here in the form of a gantt chart.
Milestones are used to setdeadline dates for the project, and to indicate the project's level of progress.
Tasks and exchanges can be linked to phases or milestones: this is a dependency.
Tous les jalons créés, sur tous les projets, se retrouvent dans la liste des jalons Milestones
Toutes les phases créées, sur tous les projets, se retrouvent dans la liste des phases Phases
A phase can be the mother of another phase, which is therefore a subphase.
Tasks and exchanges can be linked to phases or milestones: this is a dependency.
Planning
Un cockpit planning est disponible dans l'en-tête du projet (si paramétré via la vue Project header). This cockpit is based on milestones only, not phases. If a green square is displayed: milestones are not late. If a tick appears, then all milestones are complete.
Here is an example of a project schedule gantt chart
Drag & Drop : il est possible de maintenir le clic sur la phase projet, l’une des phases ou l’un des jalons et de repositionner les éléments du planning comme on le souhaite : avant ou après un objet, parent/enfant d'un autre objet du planning...
General actions
Add ➡️
Planning - Création et modification d'une phase
Planning - Création et modification d'un jalon
Edit ➡️
Planning - Création et modification d'une phase
Planning - Création et modification d'un jalon
Button name | Description |
---|---|
Allows you to fold a level: fold the milestones of a subphase 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 a level: Unfold the milestones of a subphase 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. | |
This button is used to shift a schedule object, making it a child of a previous schedule object.
Rights required : | |
This button is used to shift a schedule object so that it is no longer a child of a previous schedule object.
Rights required : | |
This button is used to copy selected schedule objects (including child objects).
Rights required : | |
This button is used to delete selected objects from the schedule.
Rights required : | |
Allows you to display the Gantt in simple or complete form: - Simple display: label, estimated start and end dates, status of phases/milestones - Full display: manager phase /milestone, type, dates synchronized with schedule objects, and attachments | |
Cancels the last modification made to the project schedule
Rights required : | |
Redo the last cancelled modification made to the project schedule
Rights required : | |
This critical path will indicate the phases/milestones that jeopardize the project completion date: they will be circled in red. If the project is postponed accordingly, these elements will no longer be highlighted. | |
When a schedule object has been shifted, this button shows the adjustment of the dependent phases/milestones.
If automatic scheduling is activated on a project by a user, if the user disconnects or makes changes to the project, automatic scheduling will still be activated when the user returns. Conversely, if it is not activated for a user on a project, it will not be activated until the button is clicked.
Rights required : | |
This button displays the initially planned schedule objects in gray (target) and the estimated schedule objects in color (updated since the target schedule was planned). | |
This button switches the display from the estimated schedule to the target schedule. | |
The legend displays the colors according to theattribute (color) selected.
For example, if the selected colors correspond to the status of the objects in the schedule, the legend will show : Getting 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.
List attributes with the | |
Allows you to define the colors of planning objects according to attribute : type, health, status... | |
Clicking on this button adjusts the schedule elements on the screen according to the dates. All elements appear without having to navigate from one end of the screen to the other. gantt chart | |
This button enlarges the display of planning objects | |
This button gives you an overview of view planning objects, as they will be displayed in a smaller format. | |
Displays the schedule in full screen mode (always in a browser tab) | |
Displays the schedule normally in, rather than full-screen. 🚩 This button appears when full screen has already been activated 🚩 This button appears at contextual menu on theme Planning | |
This button is used to save as targets all the dates of schedule objects considered as estimated.
Rights required : | |
This button updates the schedule with the correct dates: the dates of the project or schedule objects may have been modified via other screens.
If phases have children/parents, it may be useful to synchronize the dates. This button therefore takes the earliest start date and the most recent end date of the child phases.
Rights required : | |
This button is used to shift schedule items (estimated or target): simply select a date from the calendar.
Rights required : | |
Required: add-on activated 🚩 This button appears at contextual menu on theme Planning | |
Choice between | |
This button is used to export the gantt chart project as an .xlsx file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
This button exports the gantt chart project as a .csv file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
This button exports the gantt chart project as a .pdf file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
This button exports the gantt chart project as a .png file.
The on-screen display of the schedule will be identical to that in the downloaded file.
Example: | |
Use this button to visit phase or milestone.
Rights required : | |
This button allows you to modify a phase or modify a milestone
Rights required : | |
🚩 This button appears on contextual menu of a phase or a milestone
This button is used to insert new elements to a phase or a milestone.
It is possible to add a milestone, a phase, a typical schedule from a template project.
Milestones and phases can be added with or without templates. | |
This button is used to add tasks and exchanges to phase or milestone.
It is possible to insert one of the | |
This button is used to view tasks or exchanges linked to the selected phase or milestone .
The user is redirected to the task list. | |
This button is used to launch a summary sheet document for phase or milestone.
The list of | |
Ce bouton permet de lancer une fiche de synthèse web pour la phase ou le jalon.
La liste des fiches de synthèse | |
This button duplicates a schedule object (phase or milestone) and uses the same information.
Rights required : | |
Use this button to delete a specific phase or milestone .
Rights required : | |
By hovering over an object in the schedule, you can modify its fields directly.
Rights required : | |
If this padlock is displayed, then the parent/daughter phases do not have their dates linked. | |
If this padlock is displayed, then the start and end dates of the phases are linked: parent/daughter phases. When the parent phase changes from a meta-status (e.g. "in progress") to a meta-status "completed", then a pop-up is displayed, and the daughter phases of this phase can also change to the completed meta-status by clicking on OK. If you click on Cancel, only the parent phase goes to meta-status "completed". If the parent phase switches back to status "in progress", the daughter phases retain their status "completed" status. |
Pourquoi je ne peux pas supprimer une phase ou un jalon ?
Filter Planning screen
Click on Save to apply the filter and
Close to return to the list.
Creating and modifying a phase
A phase can be added using a template Phaseor without template.
The phase is created and added to the schedule after clicking on the Add
. The fields to be filled in are available when you edit phase;
You can modify a phase via 4 tabs:
Button name | Description |
---|---|
It is possible to insert the contents of a template from the list of | |
This button is used to download a file | |
This button allows you to viewhistory phase modifications: date, user, action, object, property, value. Actions are sorted from most recent to oldest. | |
To delete the phase
Right required: | |
This button is found in theDependencies tab: it lets you add an element that will be dependent on the phase / the milestone | |
This button is found in theDependencies tab: it is used to modify an element that will be dependent on the phase / the milestone | |
This button is found in theDependencies tab: it can be used to delete an element that will be dependent on the phase / the milestone |
Dependencies tab
Voici les champs retrouvés dans cet écran :
Par exemple, un jalon est placé comme prédécesseur de la phase sélectionnée, avec un type de dépendance Late-early
et un délai de 1
: la phase débutera 1 jour après la fin du jalon.
Documents tab
Voici les champs retrouvés dans cet écran :
Advanced tab
Voici les champs retrouvés dans cet écran :
Si des attributs phase/jalon sont créés, alors ils seront ajoutés dans cet onglet afin d'être complétés. Phase / Jalon
Creating and modifying a milestone
A milestone can be added using a template milestoneor without template.
The milestone is created and added to the schedule after clicking on the button. Add
. The fields to be filled in are available when you modify the milestone
To modify a milestone file, use 4 tabs:
Button name | Description |
---|---|
It is possible to insert the contents of a template from the list of | |
This button is used to download a file | |
This button displays thehistory list of milestone modifications: date, user, action, object, property, value. Actions are sorted from the most recent to the oldest date. 🚩 This action is available once the milestone has been created. | |
To delete the milestone
Right required: | |
This button recopies the end date of the parent phase of the modified milestone . | |
This button is found in theDependencies tab: it lets you add an element that will be dependent on the milestone | |
This button is found in theDependencies tab: it allows you to delete an element that will be dependent on the milestone |
General tab
Dependencies tab
Par exemple, un jalon est placé comme prédécesseur du jalon sélectionné, avec un type de dépendance Fin-Début et un délai de 1 : le jalon sélectionné débutera 1 jour après la fin du jalon.
Voici les champs retrouvés dans cet écran :
Documents tab
Voici les champs retrouvés dans cet écran :
Advanced tab
Voici les champs retrouvés dans cet écran :
Si des attributs phase/jalon sont créés, alors ils seront ajoutés dans cet onglet afin d'être complétés. Phase / Jalon