This section explains how to start using the Planner application.

Content

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.

Timeline is a view, that 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 is a view, that gives you the possibilities to:

See targets as a list.
Easily update every editable column via table.
See Average Completion Rate per target types.

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 contributes 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 contributes to an Objective.
List View displays all targets relations:
1. Parent - child
2. And contributions (targets, just linked without a parent-child connection).
  Example: an Initiative contributes to an Objective.

In future, Timeline will be aligned to the List view (same Table, Relations will be displayed).

2. Open Unit

The Planner application provides four methods to find and open a required unit, using:

Hierarchy
My Units
Global Filter
Global Search

3. Set Timeline and List View Settings

3.1. Timeline View

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 UPDATED

To show/hide columns:

In the upper right, click the Setting (gear) icon. The Column Manager sidebar opens.
To show/hide a column, select or clear the respective checkbox → Updates will be applied automatically.

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. Show / Hide Elements of View

There are 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

3.2 List view

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)
TYPE
UNIT
STATUS
PROGRESS
OWNER
CONTRIBUTORS
EXPERTS
PERIOD
TAGS
LAST UPDATED