This section explains how to start using the Planner application.
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On the main menu of Delivery Central, click Planner and choose the preferable view: Timeline or List (Fig. 1).
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Timeline
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View
Timeline View 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
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View
List View 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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There is a limitation to display 500 targets per unit. |
Timeline and List View differences
Please, pay attention, that
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Timeline
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view differs from the List view:
Timeline displays
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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.List View displays
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all targets relations:
Parent - child
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
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List view (same Table and relations will be displayed).
2. Open Unit
The In Planner application provides four methods to you can find and open a required unit, using :
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Hierarchy
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My Units
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Global Filter
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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
DATE LAST UPDATED
To show/hide columns:
In the upper right, click the Setting (gear) icon. The Column Manager sidebar opens (Fig. 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 three controls to view hidden or small-scale elements on Timeline (Fig. 4):
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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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There are 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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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)
TYPEUNIT
STATUS
PROGRESS
OWNER
CONTRIBUTORS
EXPERTS
PERIOD
TAGS
LAST UPDATED
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In the upper right, click the Columns button on the action bar. The Table column settings sidebars opens (Fig. 5).
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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3.2.1 Show / Hide Elements of View
There are 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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Full Screen
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