The Calendar in Planner will allow Users to select a Specific Calendar for each Plan Board. The Calendar can be accessed by using the Navigation path Planner > Calendar.
The Calendar mode options are as follows
- File
FILE OPTIONS | |
Import local Gantter file... | Choose a Gantter File from your Local Drive and Import into Planner. |
Import from MS Project... | MS Project files (.MPP) and files in MS Project XML format can be imported. |
Import from P6 (XER)... | Files of (.XER) can be imported. |
Import Calendars... | Choose a .gantter file from your Local Drive and Import into Planner. |
Properties | Manage the following Schedule Properties - (General, Duration, Regional, Time Defaults, Resources, Notes, Links, Risks) |
Export to local Gantter file... | Export your View as a (.gantter) file. |
Export to MS Project (XML)... | Export your View as a .XML file. |
Export to P6 (XER)... | You have the option to - Export Roll Up Tasks Only, Export Rollup and Summary Tasks or Export All Task |
Export to CSV (download)... | Export your View as a .CSV file. |
Publish to Procore | The following Procore Publishing options are available - (Procore Connector Settings, Publish Now, Open Procore). |
Export milestones to iCalendar(Download)... | Export your Milestones as a .ICS file. |
Export milestones to web Calendar... | Copy the Smartapp beta URL and use your web calendar's 'Add by URL" feature to add a new calendar with all the milestones for the schedule. |
- Edit
EDIT OPTIONS | |
Undo | Undo Edits CTRL-Z |
Redo | Redo Edits CTRL-Y |
Cut | Cut Text CTRL-X |
Copy | Copy Text CTRL-C |
Paste | Paste Text CTRL-V |
- View
VIEW | |
Reset View to Default | Selecting this resets the View to Default. |
| Fullscreen | Selecting this sets the View to Fullscreen. |
Sidebar | Unchecking this option hides the 5 Sidebar Mode Options. |
Sidebar Modes | Click to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars |
Show relevant risks | Click to only show Risks that are still relevant. |
Show addressed risks | Click to show Risks that have already been addressed. |
Show happened risks | Click to show Risks that have already happened. |
Response Column | Show or Hide the Response Column. |
Cause Columns | Show or Hide the Cause Column. |
Probability Columns | Show or Hide the Probability Column. |
Severity Columns | Show or Hide the Severity Column. |
Priority Column | Show or Hide the Priority Column. |
Actual Response Column | Show or Hide the Actual Response Column. |
- Action
ACTIONS OPTIONS | |
Insert Above | Insert a Task Above the Selected Task. |
Insert Below | Insert a Task Below the Selected Task. |
Delete | Delete the Selected Task. |
Properties | View Task Board Properties. |
- Dispatch
DISPATCH OPTIONS | |
Dispatch Settings | Set Auto Dispatching to None, Hourly, Daily or Weekly. |
- Baselines
BASELINES OPTIONS | |
Manage baselines | Add and Manage Baselines |
None | Click to Select and Show a Baseline. |
- Widgets
WIDGETS OPTIONS | |
Constraints & Issues | Manage Constraints & Issues in the Constraints & Widgets Issues. |