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This section explains how to start using the Planner application.

1. Start Planner and Set View

To start the Planner application:

  1. On the main menu of Delivery Central, click Planner and choose the preferable view: Timeline or List.

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1.1 Timeline View

Timeline is a view, that 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).

1.1.1 Show / Hide Elements of View

There are three controls to change the view of Timeline:

Name

Description

Show / Hide Hierarchy

Shows or hides EPAM hierarchy

Expand / Collapse 

Expands / collapses the Targets panel

Full Screen

Expands the application window to full screen

3.1.2 Set Timeline Scale

There are three controls to view hidden or small-scale elements on Timeline:

Name

Description

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.

3.1.3 Manage Columns

This section describes how to manage columns in the Targets panel. You can show or hide three columns: Status, Progress, and Dates.

To show/hide columns:

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

  2. To show/hide a column, select or clear the respective checkbox.

  3. Click Close.

3.2 List view

Displays targets in the table as a list.

3.2.1 Show / Hide Elements of View

There are two controls to change the view of Timeline:

Name

Description

Show / Hide Hierarchy

Shows or hides EPAM hierarchy

Full Screen

Expands the application window to full screen

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.

3.2.2 Manage Columns

This section describes how to manage columns in the List view. There are five columns you can show or hide: Progress, Owner, Contributors, Period, and Tags.

To show/hide columns:

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

  2. To show/hide a column, select or clear the respective icon.

  3. Click Close.

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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