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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2. 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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3. Set View
There are two views in Planner application:
Timeline
List.
3.1 Timeline View
3.1.1 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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3.1.2 Set Timeline Scale
There are three controls to view hidden or small-scale elements on Timeline:
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Name
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Description
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Today
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The timeline jumps to the present day.
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Zoom
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Changes the Timeline scale according to your selection: Day, Week, Month, Quarter, Year.
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– / +
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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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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 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 Targets panelTimeline View. You can show or hide three columns via Column Manager. List of columns: Status, Progress, and Dates.
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 .
Click Close.
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→ Updates will be applied automatically (Fig. 3).
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3.
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1.2 Set Timeline Scale
There are two controls to change the view of Timelineelements on Timeline (Fig. 4):
Name | Description |
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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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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 View Settings
3.2.2 Manage Columns
This section describes how to manage columns in the List view. There are five columns you You can show or hide : Progress, Owner, Contributors, Period, and Tags.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 sidebar opens Columns button on the action bar. The Table column settings sidebars opens (Fig. 5).
To show/hide a column, select or clear click on the “Eye” icon of the respective icon .
Click Close.
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→ Updates will be applied automatically (Fig. 6).
