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 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.
All milestones created in all projects are displayed in the milestone list. Milestones
All phases created in all projects can be found in the phase list. Phases
A phase can be the mother of another phase, which is therefore a phase.
Tasks and exchanges can be linked to phases or milestones: this is a dependency.
Planning
A planning cockpit is available in the project header (if set via the view Project header). This cockpit is based on milestones only, not phases. If a green square is displayed: milestones are not late. If a check mark appears, then all milestones are done.
Here is an example of a gantt chart chart schedule for a project
Drag & Drop: click and hold on the project phase , one of the phases or one of the milestones, and reposition schedule elements as required: before or after an object, parent/child of another schedule object...
General actions
Add ➡️
Planning - Creating and modifying a phase
Planning - Creating and modifying a milestone
Edit ➡️
Planning - Creating and modifying a phase
Planning - Creating and modifying a milestone
Button name | Description |
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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 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. | |
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 deletes selected schedule objects
Rights required : | |
Allows you to display the Gantt in simple or complete form: - Simple display: label, estimated start and end dates, phase/milestone status - Full display: milestone manager , 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 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. | |
When a schedule object has been shifted, this button shows the adjustment of 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 automatic scheduling 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 graytarget) 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 colors according to the selectedattribute (color).
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 phase type.
List attributes with the | |
Allows you to define the colors of schedule objects according to an attribute : type, health, status... | |
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. | |
This button enlarges the display of planning objects | |
This button gives you an view of the objects in the schedule, 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 in the Planning theme contextual menu | |
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 itemsestimated or target): simply select a date from the calendar.
Rights required : | |
Required: add-on activated 🚩 This button appears in the contextual menu of the Planning theme . | |
Choice between | |
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: | |
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: | |
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: | |
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: | |
This button is used to consult a phase or milestone.
Rights required : | |
This button allows you to modify a phase or modify a milestone
Rights required : | |
🚩 This button appears in the contextual menu of a phase or milestone.
This button is used to insert new elements to a phase or milestone.
It is possible to add a milestone, a phase, or a typical schedule from a project template .
Milestones and phases can be added without templates or with templates. | |
This button lets you add tasks and exchanges to a phase or milestone.
It is possible to directly insert one of the | |
This button is used to view tasks or exchanges related to the selected phase or milestone .
The user is redirected to the task list. | |
This button launches a summary sheet document for the phase or milestone.
The list of | |
This button launches a web summary sheet for the phase or milestone.
List of summary sheets | |
This button duplicates a schedule objectphase or milestone) and uses the same information.
Rights required : | |
This button is used to delete a particular 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 status (e.g. "in progress") to a "completed" status , a pop-up is displayed, and the daughter phases of this phase can also change to the completed status by clicking on OK. If you click on Cancel, only the parent phase will switch to the "completed" status . If the parent phase returns to "in progress" status , the child phases retain their "completed" status . |
Why can't I delete a phase or milestone ?
Filter Planning screen
Click on Register to apply the filter and
Close to return to the list.
Creating and modifying a phase
You can add a phase 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 modify the phase;
A phase can be modified 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 displays thehistory phase modifications: date, user, action, object, property, value, etc. Actions are sorted from most recent to oldest. | |
Delete phase
Right required : | |
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 lets you modify an element that will be dependent on the milestone. | |
This button is found in theDependencies tab: it can be used to delete an element that is dependent on the milestone. |
Dependencies tab
Here are the fields found in this screen:
For example, a milestone is placed as the predecessor of the selected phase , with a dependency type of Late-early
and a 1
The phase will start 1 day after the end of the milestone.
Documents tab
Here are the fields found in this screen:
Advanced tab
Here are the fields found in this screen:
If milestone attributes are created, then they will be added to this tab for completion. Phase / milestone
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 Add
. The fields to be filled in are available when you modify the milestone
There are 4 tabs for modifying a milestone :
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 the milestone 's modificationhistory : date, user, action, object, property, value... Actions are sorted from the most recent date to the oldest. 🚩 This action is available once the milestone has been created. | |
Delete milestone
Right required: | |
This button is used to copy 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
For example, a milestone is placed as the predecessor of the selected milestone , with an End-Start dependency type and a delay of 1: the selected milestone will start 1 day after the end of the milestone.
Here are the fields found in this screen:
Documents tab
Here are the fields found in this screen:
Advanced tab
Here are the fields found in this screen:
If milestone attributes are created, then they will be added to this tab for completion. Phase / milestone