This section explains how to start using the Planner application.
1. Start Planner and Set View
To start the Planner application:
On the main menu of Delivery Central, click Planner and choose the preferable view: Timeline or List.
1.1 Timeline View
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).
1.1.1 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.
Click Close.
1.1.2 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. |
1.2 List view
List View 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.
1.2.2 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
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 icon.
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
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 |
3.2.1 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.
