This section explains how to start using the Planner application and open any required unit.

1. Start Planner

To start the Planner application:

1. On the main menu of Delivery Central, click Planner

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Open a Unit

The Planner application provides four methods to find and open a required unit, by means of:

• EPAM Hierarchy

• My Units

• Global Filter

• Global Search

Open a Unit from EPAM Hierarchy

To open a unit:

1. On the upper left, click Show Hierarchy, if the hierarchy is hidden.

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2. Expand hierarchy and select the required unit.

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Open a Unit from My Units

To open a unit:

1. Click My Units and select the required unit.

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Open a Unit from Global Filter

To open a unit:

1. Set Global Filter to select the required unit.

2. Apply the filter. and choose the preferable view: Timeline or List (Fig. 1).

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Timeline View

Timeline View gives you the possibilities to:

1. Change order of your work items via Drag and Drop (DnD). 

2. 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 View

List View gives you the possibilities to:

1. See targets as a list.

2. Easily update every editable column via table.

3. See Average Completion Rate per target types.

Timeline and List View differences

Please, pay attention, that Timeline view differs from the List view:

1. Timeline displays only parent - child relations between targets (hierarchically).
   Example: An Initiative is decomposed to 3 child targets.
   In case, if a target just linked to another one (no parent-child connection), then these relations are not displayed in the Timeline yet (it will be implemented in future).
   Example: an Initiative from the different unit contributes to an Objective.

2. List View displays all targets relations:

   1. Parent - child

   2. Just linked targets, without a parent-child connection.
      Example: an Initiative from the different unit contributes to an Objective.

In future, Timeline will be aligned to the List view (same Table and relations will be displayed).

2. Open Unit

In Planner application you can find and open a required unit, using Units Hierarchy, Global Search and other options. Please, read the details: Getting Started. Navigation

3. Set Timeline and List View Settings

3.1. Timeline View Settings

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:

• TITLE (Sticky, Can't be hidden)

• TYPE

• STATUS

• PROGRESS

• PERIOD

• LAST UPDATED

To show/hide columns:

1. In the upper right, click the Setting (gear) icon. The Column Manager sidebar opens (Fig. 2).

2. To show/hide a column, select or clear the respective checkbox → Updates will be applied automatically (Fig. 3).

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3.1.2 Set Timeline Scale

There are controls to view elements on Timeline (Fig. 4):

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3.2 List View Settings

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:

• TITLE (Sticky, Can't be hidden)

• TYPE

• STATUS

• PROGRESS

• OWNER

• CONTRIBUTORS

• EXPERTS

• PERIOD

• TAGS

• LAST UPDATED

To show/hide columns:

1. In the upper right, click the Columns button on the action bar. The Table column settings sidebars opens (Fig. 5).

2. To show/hide a column, click on the “Eye” icon of the respective icon → Updates will be applied automatically (Fig. 6).

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