This section explains how to start using the Planner application.
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1. Start Planner
To start the Planner application:
On the main menu of Delivery Central, click Planner and choose the preferable view: Timeline or List (Fig. 1).
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Timeline 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 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 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 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
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
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Unit
The In Planner application provides four methods to you can find and open a required unit, by means of:
Hierarchy
My Units
Global Filter
Global Search
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using Units Hierarchy, Global Search and other options. Please, read the details: Getting Started. Navigation
3. Set
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There are two views in Planner application:
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Timeline
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Timeline and List View Settings
3.1. Timeline View Settings
3.1.1
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There are three controls to change 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 pane
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Full Screen
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Expands the application window to full screen
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. 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:
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 three are controls to view hidden or small-scale elements on Timeline (Fig. 4):
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 |
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3.2 List View Settings
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2 Manage Columns
This section describes how to manage columns in the Targets pane. There are three columns you List view. You can show or hide : Status, Progress, and Dates.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:
In the upper right, click the Setting (gear) icon. The Column Manager dialog box opens. Columns button on the action bar. The Table column settings sidebars opens (Fig. 5).
To show/hide a column, select or clear the respective checkbox.
Click Close.
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3.2 List view
3.2.1 Show / Hide Elements of View
There are two controls to change 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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Expands the application window to full screen
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List view pane that displays targets, represents for each parent target both child targets and all linked targets. Thus List view representation differs from hierarchical view demonstrating only parent-child nodes. |
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click on the “Eye” icon of the respective icon → Updates will be applied automatically (Fig. 6).
