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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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| Info |
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There is a limitation to display 500 targets per unit. |
Timeline and List View differences
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Please, pay attention, that Timeline view differs from the List view:
Timeline displays only parent - child relations between targets (hierarchically).
Example: An Initiative is decomposed to 3 child targets.
In case, if a target
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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 all targets relations:
Parent - child
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Just linked targets,
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without a parent-child connection
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.
Example: an Initiative from the different unit contributes to an Objective.
In future, Timeline will be aligned to the List view (same Table
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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:
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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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3.2 List
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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:
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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).
3.3. Show / Hide Elements of View (Timeline & List)
There are controls to change the view of Timeline and List (Fig. 7-8):
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Name
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Interface
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Description
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Show / Hide Hierarchy
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Action bar → Show option & sidebar
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By default, the toggle should be turned on.
If the toggle is turned off, then the System should display:
“Unit” column in the table
Targets hierarchy without hierarchy by units.
If the toggle is turned on, then the System should display:
Targets hierarchy with hierarchy by units (from current to nested units)
Chip "Units Hierarchy" on the Action bar. By clicking "cross" button of the chip, the System should turn off the toggle.
The System should hide:
Unit column
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Show / Hide Only Units with Targets
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Action bar → Show option & sidebar (Fig. 5-6)
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Toggle to show/hide units with targets.
By default, should be turned off:
The System should display all existing units: units with targets and empty units.
When "Show Only Units with Targets" is turned on, then:
The System should display only units with targets:
The System should display the chip in the Action bar
By clicking "cross" button of the chip, the System should turn off the toggle
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Show Only Current Unit
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Action bar → Show option & sidebar (Fig. 5-6)
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Toggle to show:
Targets only of the current unit,
or Targets of the current and nested units
By default, should be turned off, the System displays the current unit and nested units.
When toggle "Show Only Current Unit" is turned on, then the System should:
Show only current unit, without nested units.
Show the chip on the Action bar
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Full Screen
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Action bar → Full Screen option
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Expands the application window to full screen
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Expand / Collapse
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Table with targets
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Expands / collapses the Targets panel
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