This section explains how to start using the Planner application.
1. Start Planner
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To start the Planner application:
On the main menu of Delivery Central, click Planner and choose the preferable view: Timeline or List.
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Timeline
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Timeline is a view, that gives you the possibilities to:
Change order of your work items via Drag and Drop (DnD).
Work with Gantt Chart: prolong/shorten your plans, monitor plans, easily link targets with time-dependencies (finish to start, start to finish, start to start, finish to finish).
List is a view, that gives you the possibilities to:
See targets as a list.
Easily update every editable column via table.
See Average Completion Rate per target types.
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Please, pay attention, that at the moment, Timeline targets view differs from the List view:
In the nearest future, both views will be aligned to the same target's representation view. |
2. Open Unit
The Planner application provides four methods to find and open a required unit, using:
Hierarchy
My Units
Global Filter
Global Search
3. Set Timeline and List View Settings
3.1. Timeline View
3.1.1. Manage Columns
This section describes how to manage columns in the Timeline View. You can show or hide columns via Column Manager. List of columns:
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In the upper right, click the Setting (gear) icon. The Column Manager sidebar opens.
To show/hide a column, select or clear the respective checkbox → Updates will be applied automatically.
Click Close.
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3.1.2 Set Timeline Scale
There are three controls to view hidden or small-scale elements on Timeline:
Name | Description |
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Today | The timeline jumps to the present day. |
Zoom | Changes the Timeline scale according to your selection: Day, Week, Month, Quarter, Year. |
– / + | Changes the Timeline scale to show hidden parts. Note. You can also use the scrollbar at the bottom of the Timeline panel. |
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3.1
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List View is a view, that gives you the possibilities to:
See targets as a list.
Easily update every editable column via table.
See Average Completion Rate per target types.
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.3. Show / Hide Elements of View
There are controls to change the view of Timeline:
Name | Description |
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Show / Hide Hierarchy | Shows or hides EPAM hierarchy |
Expand / Collapse | Expands / collapses the Targets panel |
Full Screen | Expands the application window to full screen |
3.2 List view
3.2.2 Manage Columns
This section describes how to manage columns in the List view. You can show or hide columns via Table column settings sidebar. List of columns:
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In the upper right, click the Setting (gear) icon. The Column Manager sidebar Columns button on the action bar. The Table column settings sidebars opens.
To show/hide a column, select or clear click on the “Eye” icon of the respective icon → Updates will be applied automatically.
Click Close.
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Open a Unit
The Planner application provides four methods to find and open a required unit, using:
Hierarchy
My Units
Global Filter
Global Search
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Show / Hide Elements of View
There are three controls to change the view of Timeline:
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Name
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Description
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Show / Hide Hierarchy
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Shows or hides EPAM hierarchy
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Expand / Collapse
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Expands / collapses the Targets panel
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Full Screen
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Expands the application window to full screen
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3.2.1 Show / Hide Elements of View
There are two controls to change the view of Timeline:
Name | Description |
|---|---|
Show / Hide Hierarchy | Shows or hides EPAM hierarchy |
Full Screen | Expands the application window to full screen |
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List view panel that displays targets, represents for each parent target both child targets and all linked targets. Thus List view representation differs from the hierarchical view demonstrating only parent-child nodes.
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