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1. You can sync Easy Planning with Outlook so that all changes that are made in any of the systems are synced with the other system To automatic synchronize with Outlook On menu Tools click Options Click on Outlook tab Check Synchronize every Select an interval for syncing from 15 minutes to 10 hours The sync will start automatic with the chosen interval as long as the program is running UR WN When automatic sync is activated an icon is showed on the status line Fu Log to file Check Log to file for analyze All changes are logged to a text file then synchronizing File name LogSynk_User txt 106 107 Settings Settings Maintenance All settings made in Tools Maintenance are for all users NOTE Default password is 1234 to login to Maintenance Tab View Maintenance Calendar Display E Show completed in gray color FT Show man hours Options New task 7 Show Projects 7 Show Customers E Show Costs Show Artide parts 7 Show Calendar Show Owner V Show Ordered by Show Competence Show Tab Prepare E Show Tab Improvements Show Checkboxes Wii Wi2 wis F4 Customized texts Texts Tooltips Create templates Templates Text converter Converter Competence Certificate Competence i Auto Refresh Options 7 Enable to copy delete move project Disable login to Schedule B
2. Print horizontal gridlines in the Gantt Chart for each line Print line number in the first column ID simplifies the readability Choose if project name task or task only should be printed Choose if the note field should be printed with the task Choose if working order should be printed with the task Choose between printing 5 or 7 days week Display General Printing O Users ET Headlines Project F Reset Color to default Color Headlines Color Other Patten Planned IH Time scale Print every other row Color Highlighter Color Holidays Calendar Outlook Pattern of the print colored System Default v Gr Normal X Groups Users Headlines Project 104 Color of group name Color of resource name Color of headlines todo project task list Color of project name Task Planned Time scale Color Highlighter Color holidays Patterns of the print Reset color to default Color of task If category have been chosen the category color is showed instead Color of task when actual date or check planned has been specified Color of time scale Color of highlight row in Gantt Chart Shades of gray on holidays both on screen and prints Choose an appropriate grayscale for the printer you are using There are other colors than gray to choose from Pattern of a report from searching databas
3. Notes Search for tasks that contains this text in notes Finished Search for finished or active task Format YES Y 1 completed task NO N 0 active task Deleted Search for deleted task Format YES Y 1 deleted task NO N 0 not deleted task Action list Search for task with action list marked Format YES Y 1 action list NO N 0 no action list Priority Search for tasks with a given priority Multiple selections can be separated by semicolon Format priority priority2 Resources Search for tasks with given resource name Multiple selections can be separated by semicolon Format resource resource Order ID Free text search for order numbers search in all tasks Work Order Free text search for work order search in all tasks Table Search in a marked table only If not specified the search is performed in all tabled in the database Project Search for tasks with the project chosen from the list Category Search for tasks with the category chosen from the list Project manager Search for tasks with this project manager Project status Search for tasks with this status Type of project Search for projects with selected type Customer Search for tasks booked on this customer Checkbox 1 4 Search for tasks with this field marked Checkbox 1 4 can be replaced with any name in the maintenance menu tab view customized texts Changed b
4. 60 Add customer to a project You can select the customer to a project instead of a task All new tasks in the project will receive the same customer Customer to a project are copied to tab Booking and here you can change the customer on individual tasks in the project Customer to a project is displayed at the project line and are visible even when the project is expanded Task Project Resources Notes Previous Booking Prepare Improvements S Project Testprojekt x Project no Status Budget Deadline Project Manager Type of project Planned Start vr zj Time left Finish Description Worked Duration Cost Work complete ia Quote Customer TECOMP AB Order _ Work Order Cancel Save j Fig Customer by project Add customer to a task Customer can be selected by task or by project above Under the tab Booking you select a customer on individual tasks You can also choose to display the customer on the first tab task This choice is made in the Maintenance menu View tab Select the option Show customers Project Resources Notes Previous Booking Prepare Improvements Test Duration id Planned id Priority Order no Type of work Customer Workplace TECOMP AB CJ iehillsy etn 10 572 60 Oskarshamn Work Description Phone Thomas Ellingsen v 070 3965278 Info Info7 Reverse VAT Booked by
5. To add a new resource nN wN Select schedule view F2 On the Edit menu click Schedule Builder Login Select the first available row in the desired group Fill in the signature and name and surname Do you want to place this resource higher in the list you do so in accordance with the description Change resources groups position You can also sort an entire group in alphabetical order using the A Z Click Close and save the change Delete a Resource 28 To delete a resource from a schedule 6 UBWNA Select schedule view F2 On the Edit menu click Schedule Builder Login You can delete the entire row by clicking to the left of the line gray matter and key Delete lf there is a blank line between two resources when a resource is deleted highlight the blank line and shift this line down past the last resource in the group Click Close to save If you want to delete all tasks for the resource you deleted in the schedule you should also delete the database table with the table name that you removed See Chapter Settings tab tables Change resources groups position You can change the position of a resource in a schedule both within the group and move the resource to another group To change the position of a resource in a schedule 1 Select schedule view F2 2 On the Edit menu click Schedule Builder 3 Login 4 Select the resource you want to move Click the up arrow key to change places w
6. 19T 19s 19M 19S 19T 20 F 20M 8 20T 205 20 W 215 21T 21W 21M 21121T 225 22 W 22T 22T 22 F 23M 4123T 23F 23W 23S 247 24 F 245 247 245 25 W 255 258 25F 25M 26 26T 26S 26M 26S 26T 27 F 27M 9 27T 278 27W 28S 28T 28 W 28M 22 28T 295 29 W 29T 29T 29F 30 M 5 30 F 30W 305 July August September October November December IW 1S Icemaking A Hall 1M 401 1T 1S 2M 27 2T 25 Icemaking A Hall 2T MIF Vasteras 2F MIF Asploven 2s 3T 3F 3M 3w 3S 3M 49 4w 45 4T 4T S MIF Djurg rden 47 5T 5S 5W SF 5M 45 5 W MIF Orebro 6F 6M 32 6S 6T 6T 7S 7T 7s 7W 7F gs 8w 8M 41 8T 8s 9M 28 9T 9T 9F s 10T 10 F 10 M Icemaking A Hallen 10 W MIF Kariskoga 10S 10M 50 11W 115 11T Icemaking A Hallen 11T 115 11T 12T 12S 12 W Icemaking A Hallen 12F 12M MIF Tingsryd 46 12 W 13 F 13M 33 13T Icemaking A Hallen 13S 13T 13T 14s 147 14F MIF Mora 14s 14W 14 F 15S 15W iss 15M 421 15T 155 16M 29 16T 168 16T 16F 16S 17T 17 F 17M 17W 17S 17M 51 18W 185 18T 18T 185 MIF Almtuna 18T MIF Oskarshamn 197 195 19F 19M 47 19W 20 F 20M 34 20S MIF Leksand 20T 20T 215 21T MIF Oskarshamn 21S 21W 21F 2S 22 W 22M 43 227 22S 23M 30 23T 23T 23F MiF Sddertalje 23S 24T 24F 24W 245 24M 52 25W 255 25T MIF Mora v 258 25T 26T 265 26F 26M 48 26 W 27 F 27 M icemaking A Hall 35 278 27T 27T 28S 28T Icemaking A Hall MIF Djurgarden 28S 28W MIF Troja Ljungby 28 F 295 29 W Icemaking A Hall 29M MIF Karlskrona 441 29T 29S 30 M 31 30T Icemaking A Hall 30T 30F 305 3
7. Project Manager Type of project b Planned Start Y Y Time left Finish Description Worked Cost Work complete Duration Quote a Customer Enter Customer Order _ Work Order 43 Project Filter by Type of project in the gantt view File Edit View Tools Window Help hv x anme W Ca a gt Ga E u ES Internal Price per hours Projekt CS 123456 Kund Testprojekt Jansen Cilag AB Genomf rande ITSD geer Jansen Cilag AB Avvecklingsfas ITSD Project Manager You can create a list of project manager in the same way as for categories When the project is created you can select a project manager from this list Name of project managers can be displayed as a column in the Gantt Chart and you can filter the project at the project manager Project Management Project Management shows the status of all projects You can get information about the project budget hours planned and worked costs type of project etc If you have deleted a project with all subtasks you can restore the project and all subtasks under the Deleted tab If you right click on the top list s header you can choose which columns to display You can also reorder the columns and change column width The changes are saved in your profile in TIDPLAN MDB and persist the next time you select the project management Project Mana
8. Rename a project Type of project Project Manager Project Management Project Templates Add new project from template Summary Task ASSIGNING RESOURCES Create a linked table Assign replace or delete resources Double booked warning FILTERED LISTS Filtered lists Categories CUSTOMER REGISTER Add a customer History Add customer to a project Add customer to a task TIMESHEET Report the time Admin for timesheet PRINTING Preview Printing Gantt Chart Print reports Service report Booking report 36 37 38 39 40 40 Al Al Al 42 42 43 43 46 47 47 51 51 52 53 55 55 59 59 60 61 61 63 63 64 65 65 66 66 67 Create custom reports 68 SETTINGS 101 Settings Options 101 SEARCHING 69 Settings Maintenance 108 Database seaching 69 Find tasks 72 FILES AND SHORTCUTS 117 Keyboard shortcuts 118 IMPORT AND EXPORT 13 Import tasks 73 Work orders 74 Mapping 74 Text Converter 75 Integration with other system 76 Import customer register 77 Import data from Clipboard 78 Export data 79 SYNC WITH OUTLOOK 80 Start synchronize 81 Settings for Outlook 81 Settings for Exchange 82 Admin for Exchange 82 Outlook Category 82 EP Categories 82 Sync Master 83 MISC FUNCTIONS 86 Milestones 86 Deadline 86 Replanned 86 Create task links 87 Lag time and lead time 88 Public Holiday updates 88 Add a logo 88 Costs 89 SMS reminder 89 Options Prepare 90 Options Improvements 90 Actual start
9. are shown with blue markings Valj kund V lj prioritet x juli 2012 augusti 2012 september 2012 Plan Kostnad t r i 2 a 3s 3 no 34 o 35 gt 36 i g y 38 LLL 1 me 4 6 6 zara 10 1 1 4 1 aa kunne i aaa Seeee SH 1 1 2 ees O 8 1 OM 2 hae 2 2 ee ae 4 2 a n n 2 2 ae Ee See ee Eee ONES Ee Gee SN is E F OOOO 6 5 5 i has Ls E ERRETENA lt SS See Gee See i BI U i Automatic logout There is a function for automatic logout of all users You can use it for maintenance for example when updating Easy Planning or compressing the database If you activate the automatic logout all users will be logged out and you can login earliest after 3 minutes On menu Tools click Maintenance Database tab Check Logout all users Within one minute you and all other users will be logged out from the program Move a table to another database 94 If a resource need to be moved from one tab to another and the tabs consists of different databases you need to move the resources table to another database On menu Tools click Maintenance Tables tab Select the table you want to move in the list and click on Change DB The table will be moved to the database you choose in the list Merge two tables If you need to merge data from two tables you can do this in the maintenance menu Tables tab Select the table in the list you want to move and click on Merge T
10. as x Tu 2012 11 20 3 Hold down the left mouse button and move right or left The new start date is displayed in a separate window 4 Release the mouse button on the desired date 5 Another way to move an event is too choose Edit Edit Task or the right mouse button Enter the new date on the form displayed 6 You can also move a task to another table by right clicking and selecting Move Task Requires permission level 4 or 5 Copy a task Create a copy by holding down the CTRL key while moving the bar IEC 15 DEC IEC 23 DEC her Change duration on a task Change duration on a task by pointing to the beginning start date or end end date and use drag and drop function Mouse cursor appears as a left or right arrow 34 Set time on a task You add new tasks through the form New Task The duration can be specified in several different ways we describe some variations Project Resources Notes Previous Booking Task Vacation Duration Planned 6 Priority Worked Finished Start M 2013 12 23 Y V All day Indude weekends Finish Fr 2013 12 27 v Reminder Project Enter Project Category Deadline v Customer Enter Customer Vacation Recurrence Checkbox 1 Locked Checkbox 2 i Action list Checkbox 3 Checkbox 4 Skapad av Changed by Cancel A All day event Enter the task name start and finish time The task will be displayed as a bar from start
11. project mark desired project in the Gantt Chart right click and select Save project as a template Project Templates Project templates Projektmalli ept Last changed A ID Start Days PreID Disp Categor Notes Summar S A ept 2013 11 19 13 27 10 1 0 1 1 B ept 2013 11 19 13 28 04 2 Konstruktion 1 3 1 C ept 2013 11 19 13 29 30 3 Programmering 7 2 1 Database ept 2012 11 15 20 46 56 4 Test 10 1 1 Gk 2 ept 2013 08 28 08 49 12 5 Kundstatus 11 1 1 Gk Mall ept 2013 08 13 19 25 02 6 Loa ept 2013 08 11 13 40 20 Mall Tar8 ept 2013 08 13 10 16 54 3 Malli ept 2013 08 13 08 45 22 9 Mall2 ept 2013 08 15 08 43 50 Mall5 ept 2013 08 12 21 20 22 js Mall6 ept 2013 08 12 21 27 54 11 Mallb ept 2013 10 22 13 00 52 12 a Malll ept 2013 10 22 12 58 50 13 N1 ept 2013 10 22 11 50 14 14 Nia ept 2013 10 22 11 51 26 15 Nib ept 2013 10 22 12 19 50 16 PiLept 2013 08 26 10 28 28 17 PS00 ept 2013 10 22 12 22 00 18 Projektmall ept 2013 08 09 10 37 36 19 Projektnall Lept 2013 08 12 10 15 22 20 Projektmall2 ept 2013 08 12 16 12 22 21 Projektmall3 ept 2013 08 12 16 34 32 _ 22 To create a project template On File menu click Create Project Templates Select New template Enter a taskname Enter Start as an offset start with zero The number used on task number two sets days from start zero If three is entered the task will start three days after the start of the pr
12. 11 20 fri 12 11 23 Kalle A mon 12 11 19 mon 12 11 19 1 mon 12 11 19 fri 12 11 23 B tue 12 11 20 tue 12 11 20 2 tue 12 11 20 fri 12 11 23 Ex Select row 1 3 and 5 and click Add Link 22 Switching between resource project by changing table You can quickly switch between resource and project view by right clicking and selecting View Resource or Show projects in the popup menu Select a task that has an assigned resource and right click to jump to the resource table 412h View resource k THOMAS TT New Task Edit Task Delete Task Fig Switch from one project to the resource table Thomas Select the project line and right click to switch to the project table Filtering is done so that only the selected project is displayed 7 m gd View project o PROJEKT CS S 4d Edit project 2 d Mowe Project 1 d C z Copy Project 1A Fig Switch from resource to the project table 23 Navigation 24 Before you can start planning you need to create a schedule The schedules function is to create tables in the database and then from the schedule navigate to a group or a resource A schedule contains a number of groups each with resources Each box in the schedule creates a table in the database not the group box Clicking on a box collected data for this resource Clicking on
13. 2013 01 07 2013 01 10 Project B Jobb Project C step 1 2013 01 07 2013 01 10 Project C Jobb No of records 3 Import Export data You can export all new and modified tasks from all tables into a tab delimited file EXPORT yyyymmddhhmm TXT saves in the export directory see Settings Import To export data 1 On the File menu click Export 2 Select Only changed since the last export or All Tasks 3 Alternatively click on Transfer Sending data to the system Each task has a field Export that will be set to 1 on export If you change a task or add a new task the flag will be set to O again This means that only the changed tasks in EP will be exported The export file contains the following fields ID Workorder Table Project Task Name Start Finish Duration Planned Percent Resources Category Priority Customer Customer ID Actual Work Cost Deadline WBS Outline Level Milestone Last Changed Notes Deleted Order Serial number in the text file Workorder Table name Project name Task name Start date End date Duration in hours Planned time in hours Percent completed Resources name separated by semicolon 20 means 20 Category number Priority 1 9 Customer name Customer ID Actual work in hours Cost Deadline WBS Outline level Milestone 1 0 Last Changed yyyy mm dd hh mm ss Notes Deleted 1 0 Order number 79 Sync with Outlook Easy Planning can sync with Outlooks Ca
14. 29 thu 12 11 29 1d bi New manual fri 12 11 30 fri 12 11 30 1d Fig Action list shows tasks with a marker on the end date TIP You can make a search in the database after all tasks in action list Recurring If you want to add a recurring action you mark recurring and choose how often range and the last date of the series Ranges can be days weeks months or years Project The project tab is used to add information about a new project New project or select an existing project Project Description Project Manager Budgeted time on project Deadline Color of the project otherwise black bar Project information is for all the tasks you later add that belong to the same project You add a new subtask by clicking on the tab projects and select a project in the project list You can choose to display the list of projects directly on the first tab If you select the quote projects will be displayed with a transparent background you can later switch to orders when quote enters an order You get in this way a quick overview of all quotes and orders Optional The option extends the functionality of the form New Task They are enabled in the maintenance menu view tab Options are as follows View projects View Customers View Cost View Article parts View Order number View Calendar View Owner View Ordered by View Competence View Prepare Tab View Improvements Tab And checkbox 1 4 Cos
15. A 3 6 121 3 12 CE Best llningar 2014 Enter Category Type of Project Enter Project eee Ent Enter oie EC 1 Bestal Ta 3 lv 3 1 19 31 ioia i 2013 12 31 5 6 7 3 9 g 10 J i 11 amp At Users La Newnes Modifys Delete Cose 12 The list is sorted on the column Created allowing the oldest always shown at the top You can sort on any column The list can be used as a buffer for incoming jobs When you want to create a task just double click in the list and get up form for a new task with task name omitted When saving disappears task from the list NOTE To create tasks from the list you must select the correct table before taking up the list because the save is made to the selected table Easy Planning needs normally a minimum of maintenance If you get problems with long response times the reason may be a table have been damaged run the database compression that is described below Deleting tables When you delete a name in the schedule the database table is still there To remove the table from the database select the menu Tools Maintenance Tables tab Rename a table When you change a table name in a schedule that contains tasks and save the schedule the table name will be renamed automatically You can also rename table names manually choose menu Tools Maintenance Tables tab Compress Database You can reduce the size of the database b
16. Goo Project no Budget Planned cotor MM een Fig Form for new task with separate tab for project 39 Project To show hide project details click the plus minus to the left of the project name in the columns Double click on the project name and you show hide action for all projects below and including the selected project Detailed specification 2013 12 10 2013 12 13 4d 100 h 32h 68h Oh Cost 0 00 kr Percent finished 0 Fig Point at the project line and tooltip is displayed In maintenance menu View tab you can customize what information is displayed in tooltips The setting apply to all users Project time You can enter a projects total time in hours under the project tab For each task added hours will be deducted from the project time and the amount of hours left is displayed under the project tab Time left Project status Project status is displayed in the project overview with four different colors one per steps You can rename the steps in the maintenance menu View tab Customized texts Projekt status1 Ej startade Not started Projekt status2 P g ende In progress Projekt status3 Avbrutna Interrupted Projekt status4 Avslutade Completed mT en Grey Not started Yellow In progress Red Interrupted Green Completed 40 Create a project A new project is created via the form new task and Project tab To create a new pr
17. Maintenance This change affects all users Gantt Chart 14 The Gantt Chart shows one task per row except for recurring tasks in a serie and split tasks You can press the split bar between task name and the bars to move the partition to the side so that several columns can be displayed Easy Planning 4 REKO MITT FSS Arkiv Redigera Visa Verktyg F nster Hj lp imyY xX 4 SB lt a y lt P ga ee HH sre sez a FE n PE 4 4 Gh rk E Resurs Uppsala att g ra V lj kategori V lj projektledare V lj projekt V lj kund Ev ljprioritet v valj checkbox Xx jr december 2013 januari 2014 PEE T Piri a 50 m 51 52 j 1 2 m 3 ES 3 Hans Doverst l 58103863 3 58PO 11771 BMC ScilifeLab ti 130219 fr 131227 215d 1925h Projektledning ti 130219 fr131227 215d 23h LIPISILLILIPILILILELILILLLLIPLILILIPILILLEPILEPPLEA HANS D 3863 5 58PO 12064 UAS C1 ti 130528 ma131230 151d 1344h ae Projektledning ti 130528 ma131230 15id 12h ZEA HANS D 3863 eam 58PO 12117 MIG Johannelunds teologiska ma 130617 fr 131220 135d 72h 158 Projektledning m 130617 fr131220 135d 8h EL LLLLLLLLL LILL LLALL LL LLL LLLE Eos 58PO 12186 Forsmark brandlarm ytteromrade to 130801 m 131230 105d 1088h 10 Projektledning to 130801 m 131230 105d 42h PLLILLLLLLILLLLLLLLILLL TILILILILILIPIIIILEDILEDILEP EDI DEDA HANS D 3863 i 58PO 12427 Fresenius hus 6B fr 131101 m 131223 37d 86h
18. SWEO68 18 SWE068 18 Hakan B 5467 SWEO5467 SWEO5467 Peter L 7631 Mikael N 4461 SWEO443 1 SWEO48 1 Magnus 5 9038 SWEOS038 SWEO9038 Stefan E 5773 SWE05S773 David A 5134 u sj OF bn B bal RI KH Change IL Delete Print IL Export Sync Master Outlook synchronize To sync with Outlook select the Sync calendar and or Sync task Want all tasks combined in the Outlook calendar just select Sync calendar If you select Sync task will all day events be synchronized with tasks in Outlook a separate list in Outlook Check Exchange if you are using an Exchange server Select a resource table in the lower list and click Change Enter Column Exchange login and sync with Sync Master if this program will be used You can also double click in the column Sync to quickly toggle sync Yes No Send message The function send message is used to send a message if one user change in another users planning except for SMS Have you enabled the feature that person will receive an email about who and what has changed You can choose between using RealPopup Outlook or SMS to send message Real Popup is a freeware program that can be downloaded from www realpopup it Real Popup only send message over the local network which increases data security compared with sending email over the Internet When Send message is enabled an icon appears in the status bar Before you start using the function Send message you hav
19. of hours 35 Tasks Shortcut END Completed task Acknowledge a task by selecting completed or set 100 complete Acknowledged tasks are time stamped with the current date and the name of the person who acknowledged see the field changed by Late tasks when a task passes deadline and is still active the end date marked with a red ring Tasks that are not acknowledged active and are before the time period shown are marked by the symbol lt lt in Gantt Chart When the task is acknowledged the bar displays a black line and the first column displays a green tick To complete a task 1 Select one or more tasks to be acknowledged 2 Click Completed Task 3 Confirm To restore a completed task 1 Select the task and press key F7 or double click 2 Uncheck Finished and click Save Recurring tasks Recurring events can be set at intervals of days weeks months or years Tasks will be linked to a series which means that you can change or delete all the tasks in this series from the selected task and forwards A recurring task shows with a circle symbol that the task is recurring You can move any sub task in a series by double clicking on a sub task bar or by using drag and drop Recurrence Reminder 36 If you choose reminder a reminder window pop up even if other programs currently in use provided that the Easy Planning is running You may only reminders of the tasks that belong to you the table you
20. press DELETE You can mark several tasks at the same time with CTRL Links will be created in the order you mark them for example row 7 12 3 15 87 Misc functions Lag time and lead time You can enter Lag time as a delay between the previous task and the start of the following task You enter the delay as a positive value 2d Lead time is the overlap between tasks what are linked If a task is starting when the previous task is unfinished you can enter a Finish to Start connection with a lead for the following task You enter the lead as a negative delay 2d To add a delay 1 Click on the task where you want to add a delay Double click on the bar or in the column Task name Press the Previous tab Double click on the task you want to change delay Increase the time in days to create a delay between the tasks Press OK for save mk wWN Public Holiday updates You update public holidays from menu Tools Maintenance database tab Click on Holidays and all public holidays will be retrieved from www tecompsse Easy Planning is shipped with public holidays for Sweden You can also manually add you own holidays do this from Gantt Chart 1 week Click on desired day on the bottom yellow line and it will be marked as a holiday grey By clicking one more time you remove the mark The marks are saved to database TIDPLAN MDB and is used for all users in all schedules Only users with level 4 or higher have permission
21. replace or delete resources 52 Allocation of resources can only be made for tasks created in a linked table For other tables are the resource names disabled and resources can t be selected To assign a resource 1 2 3 Enter a new task in a linked table or select Edit Task F7 Under the Resource tab select resources by using drag and drop function You can also make multiple selections with the keys SHIFT or CTRL Mark when resources in the left list first and then click the right arrow To see which resources are available at this time select Show only available To exit click Save Mew task Task Project Resources Previous Booking Prepare Improvements I 1 Task Database Duration 1 Planned id Priority 100 Selected 1 7 All resources SSS a E Show Only Available PPPG Cancel Save To replace a resource UKWNA Select the task you want to change assignment Double click on the task or use Shortcut F7 Under the resource tab remove the required resource from the right list Then select a new resource To exit click Save NOTE All resources checked The list on the left shows all resources in the database All resources unchecked Only the resources that appears in the current schedule is shown To delete a resource Option 1 1 To remove a resource search for this person s planning and select the task you want to
22. the converter The text convert can also be used in the same way for resource name Text Converter 46 Name Replace with OOOO IP A BER Automation 7 IP E BER Beredskap El Inst IP MBER Beredskap Mek IP K BY Bygg projekt SEB3 CS CS MYS SE82 CV CV Mx5 SE84 DCR DCR Mx5 SEKS EC EC Mx5 SE79 LPK Ecox Mx5 IP KJEL Elf Instrument praje IP E LPK El Instrument New Edit Delete Fig Table name IP K AUT from the text file is translated to table Automation If you import work orders and have mapping a field to lt Table gt you can control work orders directly to various tables in the database The control is done in the following order Step 1 same name Is there a table in the database with the same name as the import file task is stored in this table Step 2 use text converter If there are no table with the same name a check is made against the text converter If you for example set title IP A AUT see Figure above returned table Automation Step 3 table name is missing If the table name does not exist in the database or in text converter will data be stored in the default table You select a default table under settings The text converter can be found under the Tools Maintenance View tab You can add change and delete names from the list Are you trying to give a name twice in the left list you get an error message You can enter several different names in the left part that points to th
23. to finish time Duration is always length from start to finish Planned time can be the same duration 100 or you state the scheduled time ex 8 hours for a job that should be performed between Mon Fri If the planned time is not the same as duration a dashed bar will appear B Calculated end date Applies a task with a planned start time and expected to take x hours Enter task name and start time finish date deleting Enter the time in days d or the number of hours h The end time is calculated on the number of hours allocated to the selected calendar the parameter number of hours per day Default is calendar day 8 hours day C Calculated start date Applies a task to be completed specitied finish date and expected to take x hours Enter the task name and finish date delete the start date Specify the time in days d or hours h D An appointment Applies to meetings and appointments Enter the start date and uncheck All Day Choose time for the start and end date The duration in hours is calculated automatically E Time Measurements Valid for tests that will take exactly x hours Enter the Start Time and uncheck All Day Then select the time of the start and delete end time Then enter the number of hours h as the end time is calculated based on the number of hours divided by 24 hours number of hours per day must first be set to 24 You can calculate the start time in the same manner with an end time and number
24. to the amount of Viewer users in the system a Viewer can only look at the planning and mark their tasks as completed To specify a user as a Viewer choose permission level 1 Toolbar Buttons from left to right fv X h RB New Task Complete Task Delete Task Print Preview Copy Paste Undo Redo Outdent Task Indent Task Add link Delete link Split task Outlook sync Search in Database View unfinished Tasks View not assigned Tasks View Extended time window a 3 6 121 3 12 8 4 Z Schedule view Gantt Charts 3 6 12 weeks Gantt Charts 1 3 12 months Zoom In Zoom Out Calendar weekly Annual Calendar yearly Resource view 5 days Resource view 3 weeks Resource view 12 weeks View Baseline View Replanned Workload by resources Workload in hours or percent View all resources Hide all resources Backward 1 week 4 weeks Go To Forward 1 week 4 weeks Go to Today View Report menu q Fle j pi d gt 5 22 op Em 44 4 Oj HA BE 13 Getting Started Login Login is required only to maintenance menu and to schedule builder NOTE Password is not required in the demo otherwise default password is 1234 To login 1 Select the schedule view F2 2 On Edit menu click Schedule Builder 3 Or on Tools menu click Maintenance 4 Enter password It is possible to remove the login too the schedule builder this is done in the maintenance menu Tool
25. unassign 2 Double click so that Edit Task displayed 3 Under the resources tab uncheck the required resource 4 To exit click Save Option 2 1 To remove a resource search for this person s planning and select the task you want to unassign 2 Click Delete 3 The assign of this resource is deleted task remains in the linked table NOTE When you delete a resource disappears task from this person s planning but the task is still in the linked table So it is only the assign of resources to remove To remove the task completely delete the task in the linked table To select a resource by competence 1 First select View competence found in the maintenance menu tab View 2 You also need to create a list of competencies and set the levels of each resource 3 Enter a new task in a linked table or select change task F7 4 The tab Resources displays all resources or filtered list to a group only available etc 5 Click Competence and select a competence in the list 6 Resource list now displays only those resources that meet the requirement You can also specify a level of competence to further filter resources New task Task Project Resources Notes Previous Booking Task Test project Duration 1d Planned id Priority 5 ET Group Competence Level Certificate XenApp 6 5 1 gt XenApp tom version 5 THOMAS HELLMAN XenApp 6 THOMAS THORNEFORS Nena XenClient MS App V VMware Th
26. 04 00 0 00 0 Projekt CS geer 2013 03 11 2013 03 15 40 00 0 00 0 Projekt CS Avvecklingsfas 2013 04 12 2013 04 13 16 00 0 00 0 Projekt CS Sum 400 00 0 00 0 Visa gantt Copy Complete Print Export Delete Fe Cancel To display information about a project On the Tools menu click Project Management Select a project in the list The list below displays all subtasks associated with the project It is possible to print a report showing time and cost for the project Click Print If you want to only print one project right click in the first column project and select Filter by Only this project will appear in the top list 6 The button Export saves data associated to the project on the clipboard and can be pasted in to Excel Copied data is separated with tab 7 To reduce the number of projects you can filter on values in multiple columns Right click and select filter by Reset filtering with button Show All ORWN To filter the project list 1 On the Tools menu click Project Management 2 To view all projects with status Green highlight a row of status Green and right click on the status column Choose Filter by 3 You can filter the columns Project Name Status Project Budget Type of project and Deadline 4 Reset a filtered list with button Show all To change value in a column in project 1 On the Tools menu click Project Management 2 Select the project you want to change val
27. 1 1131231 31d 6h 45 Nils Hedberg 58106521 146 a PM Plan serviceavtal 2013 12 s 131201 1131231 31d 45h _47 08 00 08 30 Felanm lan ma 131209 fr131213 32 5h 32 5h 48 Semester to 140102 fr 140103 2d 16h ee Tobias Larsson 58191864 Klar Inloggad THOMAS FSS MDB Beh 5 Ra58 S k 281 ms NUM Tis10 dec 10 45 The planning that appears for a resource or a group is divided into 4 parts 1 Meetings Appointments 2 To do To do 3 Action list Events 4 Project If Show headlines for meeting To do is selected they are sorted by group otherwise put together You can view tasks that extend over a long period in a separate action list Benefit of this list is that it only shows end date instead of a lot of long bars Thomas Meeting 08 00 10 00 Project Meeting fri 12 11 23 fri 12 11 23 2h I Todo Budget work tue 12 11 20 wed12 11 21 2d Project 1 wed 12 11 21 fri 12 11 23 3d me Programming wed 12 11 21 fri 12 11 23 3d Action list New manual fri 12 11 30 fri 12 11 30 1d Figure 1 Task are divided into different parts here with headines Budget work tue 12 11 20 wed 12 11 21 2d 08 00 10 00 Project Meeting fri 12 11 23 fri 12 11 23 2h project 1 wed 12 11 21 fri 12 11 22 3d Programming wed 12 11 21 fri 12 11 23 3d Action list New manual fri 12 11 30 fri 12 11 30 1d T Figure 2 Without headlines are appointments and to do sorted together Each project is shown with a
28. 10 Tab Permission Maintenance Calendar Footer History l Project Display General Permission Permission No of users 329 Level Schedule SWVEQ1545 5WE01792 SWEO2097 SVVEQ2105 SWEO2329 SVWEO2444 SVWEOQ2461 SWE02592 J m All permission Fermission by Table Default for New Users pantena fini 1 Readonly x Under this tab you set permission level for each user In the full version all new users get the permission selected under default for new users in demo version all users get permission 4 Delete users To delete a user select the user in the list on the left and click on key Delete Before the user is removed from the list you must confirm this Do you have a license for 3 users and you have 4 users in the list you can delete a user if he is no longer using the program Tables with all permission You can create a list of tables that you give full permission for although users only have permission 2 or 3 Useful if your users have permission lower than 4 but should be able to make appointments in some tables Not valid for users with permission 1 Permission by table You can specify which resources should have the permission by table Used when you book tasks in a linked table and select Only by permission under the Resources tab Choose Show All you can still choose from all resources Tab Footer Maintenance Display Calendar en
29. 1T 31F Icemaking A Hall 31W 31M 1 Ready Login THOMAS S SONG 12 13 MDB Lev 5 Seek 110 ms NUM SaBapr 13 27 September 15 Icemaking A Hall 25 Icemaking A Hall 3M 4T 5 W 6T TF BS 2 10 M lcemaking A Hallen 11T Icemaking A Hallen 12 W Icemaking A Hallen 13 T Icemaking A Hallen 14F MIF Mora 155 165 17 M 18 T 19 W 20 T 21 F MIF Oskarshamn 225 235 24M 25T 26 W 2 T 28F MIF Djurg rden 205 305 Fig Multiple bookings one day indicated by an arrow 18 Setting permissions The program has five permission levels In settings you define a permission level for each user 1 NOTE Password is not required in the demo otherwise default password is 1234 To setting permissions On the Tools menu click Maintenance Enter password Click on the Permission tab Select the resource to change Current permission appears choose a new level Click the Close button to exit AU RWHN Level 1 Read only access Viewers Set permission to 1 for Viewers Viewers can only look in the planning and completed tasks Level 2 Write access to own table You can only create tasks in your own table the same table name as login Level 3 Write access to own table and to all linked tables Same as level 2 plus you have write access to all linked tables Level 4 All rights You have write access to all tables Many extra functions require permission 4 or higher Level 5 Admin permissions You have w
30. 42 Projektledning fr131101 m 131223 37d 10h D HANS D 3863 43 Mathias Lindberg 58104036 E Inga aktiviteter as Roger Pettersson 58103848 16 Inga aktiviteter 17 Peter Isaksson 58103855 48 Inga aktiviteter 19 amp Paul Bjelvenmark 58105194 _20 Inga aktiviteter 21 David Eklund 58191830 22 Inga aktiviteter EJ Tobias Larsson 58191864 24 PM Planserviceavtal 2013 12 8848202 tl 3d Th 25 a 08 30 11 00 Signal utrymmning on 131211 on131211 25h 2 5h I 26 Simon Ryberg 58106098 27 58PO 12064 UAS C1 ti 130528 m 131230 151d 1344h 28 Drifts ttning pl2 och pl 4 m 131202 on 131211 64h 60h 129 Andreas Ternstr m 58109385 130 58PO 11371 Ulvsunda Dep n Stangsellarm ti 130514 fr131227 160d 1025h 31 00 00 01 00 Driftsattning to 131212 fr131227 120h 120h 132 58CO 0010633 CT 56 Hagby Svenska Kraftn t ti 130101 16140125 390d 2112h 33 00 00 01 00 Driftsattning m 131125 16140125 488h 488h _34 Markus Westergren 58109497 35 58PO 12320 UAS B9 B11 B12 fr 130913 ma131209 62d 376h 3 Driftsattning m 131125 m4131209 88h 88h _37_ Andreas Bergman 58107613 38 a PM Plan serviceavtal 2013 12 s6131201 1131231 31d 18h 139 Joakim Ekberg 58105870 40 a PM Plan serviceavtal 2013 12 s6131201 1131231 31d 11h ia Thorbj rn Gustafsson 58106214 2 Inga aktiviteter 43 Fredrik Hammarstr m 58106530 4 a PM Plan serviceavtal 2013 12 s613120
31. 9 14 00 J 15 30 95 Misc functions Preliminary book task You can preliminary book a task in the same way that a project can be preliminary booked Preliminary booked task appears as a transparent bar with only the frame You will find the function under the Task tab The project quote mode is superior to the task this means that if the project is in state order the tasks will be showing as preliminary booked but if the project is in state quote all tasks will also be displayed as quote Preliminary booked tasks and projects are not included then work load is calculated r gt Task l pme Smm Task Project Resources Notes Previous Booking Task Duration id ES Planned id Priority 5 ES z Worked Finished 0 H Start Ti 2013 12 17 v V All day Indude weekends Finish Ti 2013 12 17 v a Order ID Reminder Project Enter Project Category v Deadline v Customer Enter Customer m I Vacation Recurrence Follow Up Locked Resource Need Action list Quote Order Ordered by Skapad av Changed by Cancel Save I Competency and Certificate You can create a list of competencies and a list of certificates These lists can then be used to put the skills levels 1 5 for each user s skills Create Competencies in the maintenance menu View tab Click on Competence Ee Calendar Footer History Project Admin Import et il Display General
32. 9 10 11 12 3 13 14 15 16 17 18 19 4 120 21 22 23 24 25 26 5 27 28 29 30 31 Z Today 2013 12 10 Sdays 7days Login THOMAS TESTDB MDB Seek31 ms NUM Tis10dec 11 02 Appointments are shown in bold in the mini calendar Not valid for tasks that have been marked all day Mon Tue Wed Thu Fri Sat Sun 44 29 30 31 1 2 3 4 4 8 9 10 11 46 14 25 16 17 18 o domar 24 25 43 28 29 30 pol bog y 17 Getting Started Annual Calendar With the annual calendar you can view all tasks booked a table for a full year one task per day If there are multiple bookings on the same day they are indicated with an arrow Annual calendar can be used for rough planning where you book the days off Annual calendar can only be displayed for one table at a time at the group level the button are disabled r E3 Easy Planning S SONG 12_13 cahe File Edit View Tools Window Help a E E E i RAA e 5 h3 612132 AA zz m BE p DE ml 44 4 Tj gt Mo Match Tr ning a la Enter Category v January February March May June 2012 15 1w 1T iT 1F 2M Si EE 2F 2W 28 3T 3F 3S 3T 3S aw 4s 45 4F 4M 23 5T 53 5M 55 57 6F 6M 6 6T 6S 6w 7S 7T 7W 7M 19 IT 85 8w 8T 8T 8F 9M 2 ST oF 9w 9S 10T 10 F 10S 10T 105 11W 115 11S 11F 11M 24 127 125 12M 12S 127 13 F 13M 7113T 135 13w 145S 147 14 W 14M 20 114T 15S 15W 157 15T 15F 16 M 3 116T 16F 16W 165 17T 17F 17S 17T 17S 18 W 18S 18S 18F 18M 25
33. Add Customer Print Cancel Save Fig Customer by task Customer Register 62 The program has a build in timesheet Each user can report the time worked directly on the project and tasks in which you join Report the time The form Timesheet is used to report time This form only shows the existing tasks used in the planning you cannot add new tasks in here On the Tools menu click Timesheet or key F4 The planning view changes to Gantt Chart 1 week and the tasks which are booked that week for the current resource are shown in the timesheet User Week Thomas w 46 2012 lt gt Send Reset Last send Project Task Finish date Wrk Mon Tue Wed Thu Fri Sat Sun hour 12 Nov 13 Nov 14 Nov 15 Nov 16 Nov 17 Nov 18 Nov Budget work 16 11 2012 35 00 8 00 8 00 8 00 3 00 8 00 Project Meeting 15 11 2012 5 00 5 00 Sum 8 00 800 8 00 800 800 0 00 0 00 40 00 Print Close Fig Timesheet The time is summed per day and week Worked time is automatically saved per task as well as per project Click the button Send when you are finished with a week these locks that week for changes In the top right the last send week is showed If you need to edit a in a week which has been send you can press Reset Reset can only be done for last sent week making the week you back to the last sent week The times you register on a task are stored under worked time For projects the worked ti
34. Easy PLANNING User Manual TECOMP F Plan with Easy Planning Easy Planning Version 7 User Manual Mars 2014 Copyright Copyright 2014 TECOMP All rights reserved This manual is published by TECOMP without any warranty TECOMP reserves the right to modify or improve the product described in this manual without notice The changes will be incorporated in later editions of the manual It is permitted to copy and print the manual Edition 54 Mars 2014 INSTALLATION System Requirements Installation Enter path to database Free Viewer GETTING STARTED Toolbar Login Gantt Chart Resource view Weekly Calendar Annual Calendar PERMISSIONS Setting permissions Tables with all permission Permission by table Permission by schedule NAVIGATION GoTo function Multi select rows with CTRL 22 Switching between resource project by changing table CREATE SCHEDULES Create a new Schedule Add a new resource Delete a Resource Change resources groups position Common shared database Printing Schedule layout TASKS Add a task Change a task Delete a task Move a task Copy a task Change duration on a task Set time on a task Completed task Recurring tasks 23 25 26 28 28 29 29 30 31 31 33 33 34 34 34 35 36 36 Reminder Split a task Undo redo Cut Copy Paste PROJECT Project time Project status Create a project Delete a project Move a project Copy a project Sort project
35. F9 Zoom in FI Zoom out F12 New Task Insert Delete tasks Delete Complete tasks End Undo CTRL Z Redo CTRL Y Cut CTRL X Copy CTRL C Paste CTRL V Find CTRL B New CTRL N Open CTRL O Save CTRL S Print CTRL P Scroll a page in planning Space Forward one week Right arrow Backward one week Left arrow SUPPORT Telephone Phone 46739868735 Email info tecomp se 118
36. Permission Tables Database Category oer Customized texts Show completed in gray color Show man hours Create templates Opna ms New task Text converter Vi Show Projects Show Customers Competence Certificate Show Costs Show Artide parts iin tehedy Show Calendar Show Owner Options NV Ordered by V Enable to copy delete move project Competence T Disable login to Schedule Builder an Tab Prepare TT Show Tab Improvements Z Double booking gives warning Ask before replanning IV Print all resources weekly view Show Checkboxes _ Summary time for recurrence Fi M2 M3 Fl4 V Set workload to fixed 96 You create a list of competencies under the tabs Competence and Certifications Then you select a resource in the list on the first tab and then select the competencies and skill levels this resource to have Finally click Save and continue with the next resource You can print a skills list for all resources with the Print button Competence Certificate Resources Tomas Rind amp Certificate C XenApp tom version 5 C XenApp 6 C XenApp 6 5 XenClient C MS App V C VMware ThinApp C Linux TS C Windows TS RDS KH KR RH WH EK Modify F Show Only selected Print Cancel When competencies are registered you can use them to filter resources when new tasks will be added Select View comp
37. a group collected data from all underlying resources in this group The top level overview shows the overall planning Technical Services Lars Olsson 0 Johan Olsson ulf Nilsson Hans Malmberg oS Se FEN NN Cent R r isoler 48 i Cent Mek 4 T Jan Misson Magnus Nordenberg Mikael Nilsson Olle Olsson o Pia Aulin Anders Lundgren El amp Christina Gustafsson Anders Horndahl Roger Persson Sven Bruno m cai Michael Larsson Lennart Engstr m M Kenneth Modig Gunnar Wikstr m Maskinbearbetning 0 Torbj rn Carlsson Ahmet Hati i Papom En Mats Gustafsson Alf Karlsson Cent Plat 28 Hampus Hoberg PA Caes obisson Resources Svein Alsi Cent FU 17 Dan Backlin Jonas Andersson Hannu Finnberg Michael Ymer Raia Kenneth Bengtsson 7 Lars Malmgren Fig Sample schedule The box in the schedule has the following meaning Link tables Table with brackets Filtrered list Table with bold font function reminder before meetings TIP If you have the program in the folder autostart it will always be running and you can use the 25 Create schedules Create a new Schedule 26 A schedule can contain up to 601 tables 15 groups each of 40 resources plus a team leader You use the schedule to navigate to a group or resource Create a new schedule with the schedule builder The s
38. a report for workload in group level The workload is calculated for 1 month 3 months and 12 months To view workload Click on button Workload by resources all resources switched to expanded unexpanded Or on Tools menu click Options Check Workload by resources Click OK a wN In the figure below the task in line 2 has a duration of 3 days and planned time 24 hours which gives a workload of 8 hours day Monday Wednesday are fully filled boxes with green The task in line 1 has a duration of one week and here the planned time is 20 hours Time is divide by the duration which gives 4 hours day Green boxes filled to half for Monday Friday FU 13 h m m m fa OK Semester m 110307 fr 110311 20h _ i 3 dagar ma 110314 on 110316 3d Fig Workload is shown graphically By entering planned time in number of hours you can add a task in your planning and then change duration so that you will not get overbooked When you pull in the end date of the task the duration rises and when you let go it is calculated again and a new is summed up The workload appears on the same line as the resource If you double click on a resource in the planning view you switch to show single tasks or the workload Click on minus plus sign to switch function for one resource at a time Gantt week 1 6 show the workload per day Gantt week 12 36 show the workload per week Gantt month quarterly and half year show the wor
39. ables In the form you choose which table you want to move the data Data will be moved to the chosen table and the marked table will be removed E NN Maintenance 2 a Calendar Footer History Project Admin Import Order Display General Permission Tables Database Category Outlook No of tables 275 Linked tables 5 Last changed A Anders Henriksson 2013 12 07 16 27 51 1 E Drift AM Anders Kasselb ck 2013 12 07 16 27 52 8 Anders Larsson anaro e ITE Anders Mikkelsg rd Merge Tables Anders Svensson Anders S derborg Anders Wickstr m Table Anders Henriksson Konsultuppdrag CS Andreas Andersso Andreas B low Andreas Hultgren Andreas Stuve Andreas Sundberg To Table Anders Kasselback 2013 12 07 16 27 54 Delete Table Rename Table No acknowledament ange DB Delete all Customers Tables Status Show start time in front of bar For appointments you can show start time in front of bars in the Gantt Chart You activate the function in the menu Options tab Calendar check Show time It is the same function that show times on bars in the calendar view Ve 38 sep 2012 M T o T F 17 18 19 20 21 p 13 00 E 3 00 l 09 00 J 12 00 jj 13 30 E 16 00 EJ 17 00 E 09 30 JJ 15 00 10 00 13 00 fj 14 00 fj 17 5 E 08 00 09 00 J 09 00 09 00 09 30
40. and calendar 2 You can quickly switch between the different views with the 14 buttons to the right of the toolbar Note that the menus on the top row are different depending on whether it is overview or the planning mm 36121312 QQ HA fr Shortcuts for navigation F2 Schedule F3 Planning F4 Time Report F8 3 weeks Gantt Chart F9 5 days resource view Shift F9 Calendar Fil Zoom in F12 Zoom out The first of the 14 buttons show the schedule From the schedule you can choose a group a resource or the total planning overview The other buttons is enabled when the planning shows and with those you can switch period view and zooming In the list at the top left of the planning view you can easily switch to another resource group or to overview Thomas You can move the time period forward or backwards one week at the time The amount of time depends on the current view see tooltips EE gt 4 TIP Use the arrow keys on your keyboard for fast scrolling 21 Navigation GoTo function With the function Go to you go directly to the specified date Choose Go to via the toolbar or in the menu Edit Go To Shortcut F5 Tore Date Mon MFE 11 19 Multi select rows with CTRL In Gantt Chart you can select multiple rows with the CTRL button CTRL works for following functions Create links Delete Tasks Copy Task Complete Tasks I Kalle J 1 mon 12 11 19 fri 12 11 23 2 tue 12
41. ate Resources Enter working time By Completed Manual input Li By Timesheet Preview Printer ET XPS Document Writer PDF Creator Optional printer E No preview Currency Symbol Placement Decimal digits Set As Default Mark All day event C Inkl helgdagar E Price per hour Effort driven scheduling Send message Outlook M RealPopup SMS Send message Startup view all users Enter working time Currency Update resource list Mark All day event Preview Printer Create order number automatically Prefix from schedule file You can have a common start view for you schedule If you enter a common start view it will override your personal choice of start view which you set in the Options menu There are 3 different ways to enter time worked Symbol position and number of decimal places can be specified for currency Used for showing costs Used to update the resource list manually When you assign resources to your tasks this list will be updated automatically Mark this choice if you want the box All day marked for new tasks Choose a PDF writer for preview Mark if order numbers should be created automatically for a new task The order number can be up to 20 characters Mark this option if you have multiple schedules sharing the same series Prefix becomes the first letter of the schedule 109 Settings N
42. ated in the database except for system tables Each box in the schedule creates a table in the database The list contains table name created date and time and number of records Note For boxes in the schedule that you have marked with a category filtered lists there are no tables Delete table Delete marked table All tasks will be deleted You need to confirm before the table is deleted Rename table Rename a table name If you change a name in the schedule that contains tasks the table name will automatically be renamed Linked tables In a linked table you can select resources The table is different from the others since if you copy a task from a linked table and paste it on a regular table you will create a link a resource Mark a table name in the left list and press right arrow The table name shall now be showed in the right table under linked tables You can also use drag and drop to select tables N3 Settings 114 Tab Message Maintenance Calendar isbor Project Admin Import _ Order Display General Permission Tables Database Outlook V Sync Calendar Data to notes Period months Sync Task Quttook Profile 1 months V Exchange Server Outlook Category EP Categories no synchronize EasyP No of tables 286 Sync 126 Exchange Email address Christopher 7066 swel7066 swell 7066 Torbj rn 6818
43. available for the buttons in the toolbar Show headlines for meetings to do Show titles for meetings and to do for the Gantt Chart Uncheck and meetings and to do will be showed together Show headlines for project Show the title Project in the Gantt Chart Headlines appointment event tasks Use these title instead Show today line Mark today with a red line Show gridlines Draw horizontal lines which separate each line in the right part of the Gantt Chart 101 Settings Show line number Show Task name in uppercase Go to the first task in table Workload by resource Show percent completed in chart Show resource name in chart Show task name in chart Show category color on tasks in projects Show summary bar for project Show an overview of projects Tab General Show line number in gantt view Show Task name in CAPITALS Choose this to go to the first task in each table instead of the chosen date Show the workload for resources Show percentage done as a black line inside the chart Is showed when you have entered worked time Show resource name after the bar for tasks from linked tables and for filtered lists Show the task name after bar in chart Color of the category is showed for tasks in projects as well If you remove the marking all tasks of a common project will be showed with the color you have chosen for the project Show the summary bar for each project Show first a list of all proj
44. chedule which is open when you exit the program automatically opens next time the program starts Department Title TECOMP Director Name Login Schedule Builder Group 1 Group 2 Group Group Name No of Groups Group View Shift Groups Sort Resurser Resurser 2 gt LA Z Nr Table Name Login Category lLinked External Machine Title Counter Color 1 Thomas Thomas 21 Christoffer Christoffer 3 Konsult Konsult YES A 5 6 EA 8 me EJ it 22 Ea 14 ap Move Table 2 Shared Database Color Scheme Alignment gt X windows XP Orange X Left Justify 9 Center Close Fig Schedule builder NOTE Enter the password 1234 to login to the Schedule Builder You can change the password after you have login Options in the schedule The text in the columns Table and Name can be specified with underscore The column Table with underscore ex Thomas_Ellingsen shows the name of the table on two rows in the schedule in the box but replace underscore with a space when the table is created in the database The column Name with underscore Thomas Ellingsen_070 3965278 gives tool tips in the schedule on several rows but only shows the name until the underscore in the planning views The column Color is used to highlight important boxes in the overview for example projects or incoming jobs Choose a color by pressing twice in the column c
45. customers An SMS is built up as a XML document which is sent to your SMS account Note To use the service SMS Gateway you need to get an SMS account at SMS Teknik AB for more information visit www smsteknik se To send SMS On Tools menu click Maintenance Login Click Message tab Select Send message by SMS Click on button SMS Enter Sender Enter message this text is used if the SMS is going to be sent to an external customer You can enter lt TIME gt and lt DATE gt in the text and these will be replaced with the time and date of the task 8 Choose who you want to send the SMS to either Resource or Customer 9 Enter SMS account here you enter the data you get from SMS Teknik AB if you subscribe to this service 10 Enter when you want to send the SMS choose between send immediately or time delayed 1 If time delayed SMS you must enter 2 times if it is the same day you enter how long time before start the SMS shall be sent and for SMS that shall be sent one or more days ahead you enter a time that day before start time when the SMS shall be sent NOU RWN In the form New task you mark send SMS for each task you want to send an SMS 89 Misc functions Options Prepare As an option for form New Task you can show the prepare tab This setting is done in the menu Tools Maintenance View tab The prepare tab is used to prepare work that shall be done The information is also used for
46. date 91 Expended time window 91 View resource workloads 92 Vacation 93 Automatic logout 94 Move a table to another database 94 Merge two tables 95 Show start time in front of bar 95 Preliminary book task 96 Competency and Certificate 96 To Do list 98 MAINTENANCE 99 Deleting tables 99 Rename a table 99 Compress Database 99 Backup database 100 Delete older tasks 100 Welcome to TECOMP Easy Planning is one of the markets most user friendly programs for planning The program can be used for Project Maintenance Resource Planning and for Booking Powerful database Data is securely stored in an Access Database The database is updated in real time so all users can see the changes The program has multiuser support and with different permission levels you can control what rights users have Simple and clear planning The planning can be viewed as Gantt Chart resource view or calendar You can add individual tasks or subtasks in a project and then allocate these tasks on the resources you have available Tasks are always displayed in chronological order If you move a task using drag and drop function to a new date is a reordering of all tasks directly in the planning Workload for resources can be displayed graphically Filter and color coding Tasks can be grouped in different categories where each category is assigned a color Categories are used to show filtered lists With filtered lists can show holiday lists programs projects e
47. e Odd lines with chosen color so called pajamas paper Reset colors to default If you use only 256 colors the Reset to default will give other colors than if 16bit or 32bit are uses The colors that can be used with 256 colors to mark holidays start with the text 256 for example 256 moss green Tab Calendar Options I View action list Text line 2 I View Time a Text line 3 View breaks on top Row height Printing I Print date Print in color Landscape Orientation Time scale 5 minuter Display General Printing Colors View Information in bar Calendar IProject 4 Cancel Apply View action list View time Information in bar Print date Show task marked as action list in the calendar Show start and end time on bars Choose what shall be displayed on row 2 and 3 in the bars To chow the text you need to increase the row height 34 for 2 rows and 48 for 3 rows Prints dates in columns along with weekday For schools uncheck this option to only print day of the week and period VT HT 105 Settings Time scale Set step size that the bars increases decreases when you change a time with drag and drop Choose a step length from 5 30 minutes Tab Outlook Options o es Calendar Outlook Display General Printing Colors I Synchronize every Interval Log to File
48. e operation Cannot complete the operation Cannot complete the operation Object was unloaded Cannot complete the operation Cannot complete the operation Object was unloaded Cannot complete the operation You are not connected You are not connected You are not connected You are not connected You are not connected You are not connected You are not connected ActiveX component can t create object ActiveX component can t create object ActiveX component can t create object ActiveX component can t create object ActiveX component can t create object ActiveX component can t create object ActiveX component can t create object ActiveX component can t create object StartaSynk StartaSynk StartaSynk StartaSynk H mtaOutlookCalendar H mtaOutlookCalendar H mtaOutlookCalendar H mtaOutlookCalendar StartaSynk H mtaOutlookCalendar H mtaOutlookCalendar StartaSynk H mtaOutlookCalendar SparaCalendar SparaCalendar SparaCalendar SparaCalendar SparaCalendar SparaCalendar SparaCalendar SparaCalendar Christofer Andersson Christofer Andersson Christofer Andersson Daniel Fernandez Daniel Fernandez Daniel Fernandez Magnus Nilsson Magnus Nilsson Magnus Nilsson Magnus Nilsson Magnus Nilsson Magnus Nilsson Magnus Nilsson Magnus Nilsson Magnus Nilsson Magnus Nilsson Magnus Nilsson Lo cose _ 85 Misc functions Milestones To add a milestone create a task with duration O d and same start e
49. e redo button or pressing the keys CTRL Y Redo can be done for the last 10 changes NOTE Undo function is reset when you change to a new resource Cut Copy Paste 38 For functions cut copy regards that up to 10 tasks are stored This means you can copy up to 10 tasks at a time However you can cut or remove more than 10 tasks at a time Cut Shortcut CTRL X DELETE Delete the selected tasks Use Delete when you want to delete a task The task is placed in the clipboard and can be restored with paste Multiple tasks can be deleted simultaneously You can also delete tasks from the menu Cut Co py Shortcut CTRL C Create a copy of selected tasks up to 10 at a time Use the Copy button to copy a task to multiple people For series regards to copy and paste creates a new series Paste Shoprtcut CTRL V The tasks stored in the clipboard are pasted into the current table with the Paste button The task is added to the planning of the same text date number of hours etc as the original A project consists of one or several subtasks EEE J Definiering och utformning av anv ndarkrav TR Definiera konvertering av befintliga databaser HR Beskrivning av vad systemet ska g ra D Gr nssnitt mot alla intressenter utarbetas D Anv ndargr nssnittet specificeras Fig Example project Tas En Detailed requrements specification Duration Ti 2013 12 10 7 All day SS Indude weekends Fr 2013 12 13
50. e same name table in the right part 75 Import and export Integration with other system 76 By the Transfer menu you can easily retrieve data or send data to another system To view the menu select the settings for import By specifying a minimum permission you can limit who is able to use this function EYE Import from 5AP GA p Export to SAP of Projec When you click on the menu option Download from lt system gt EP will start an import of the import file in the folder Import Are there multiple files they will be automatically imported one file at a time Before you can use to transfer you must run the import wizard once to learn the system Settings for import are in Tools Maintenance Import tab Maintenance p Display General I Permission Tables al Database Category il Outlook Calendar Footer History Project Admin Import Order Path Export Y Easy Planning Export Path Import Easy Planning Import A L Import to Ovrigt Cs V Only linked tables Transfer System name Handyman Select map Import Customer Min permission a All rights V Show menu Transfer First line contain field name V No import without dates All days Only 7 Move import file after import Overwrite data Import from multiple systems Select an import and an export directory Default specifies a subdirectory of the data files Import to speci
51. e to choose if you want to use Outlook or RealPopup to send messages If you are going to use Outlook enter an E mail address for each users table If you are using the program RealPopup you must enter a computer name for each user for the network RealPopup have to be running to be able to send messages Note that the program RealPopup must be installed in the catalogue c program realpopup to be able to use To enable the function send message you mark the box Send message You can disable the function by unmark the box Tab Calendar Maintenance Display General Permission Tables Database Category Outlook I Calendar Footer Working hours Copy Week Start i i Select Calendar to copy Finish Enter weeks Hours per day Bilable time ex 2 7 9 12 13 15 Breaks Set Header Working hours Enter the start and end of the work day Used for calendar and resource view Hours per day can be entered default 8 hours Breaks You can enter up to 3 brakes These are marked with a gray background in the calendar and resource view Copy week This function is only for schools It works by allowing you first add all substance for a class in a linked table for one week You can then copy this week a number of weeks ahead but except for holidays etc Note You can only copy from a linked table consists of a class for a school Scheduling for schools T
52. ects and then each project is showed with its sub tasks Options General Printing Display Colors Startup View 3 weeks Date Format 31 01 11 Font Name Calibri Font Size Bigger Language Engelska English Auto Refresh Startup view Language Columns displayed Auto refresh 102 Calendar Columns Displayed Im Owner Ordered by Section Customer City Resources _ User Type of Project Project Manager I Category IC Work Order Project no Order no Budget Complete C Workload V Start date V Finish date IM Duration Time OK Cancel Choose start view to show Choose language Swedish or English Choose which columns you want to show in Gantt Chart Set automatic update of current view range 30 300 sec 0 5 5 minutes The setting is per user 103 Settings Tab Printing Options Display Task Print in bold font Print in uppercase IV Print the resource name after bar Print the task name after bar V Print headlines in color Print gridlines J Print line numbers Weekly Planning I Add project name Add notes L Add work order Print 5 days Working days C Print 7 days Weekly Print gridlines Print line numbers Print of weekly planning Tab Colors Options
53. etence in the Maintenance menu tab to view Note that competences can only be selected for tasks added to linked tables eS New task P kami Some Task Project Resources Notes Previous Booking Task Test project Duration 1d ES Planned id Priority 5 ES Group petends Level Certificate XenApp 6 5 aa 1 THOMAS HELLMAN THOMAS THORNEFORS XenClient MS App V VMware ThinApp Linux TS Windows TS RDS tur Loo All 2 More resources Shorter duration Selected 0 IV All resources F Show Only Available Replace Cancel Save In the figure above select the competence XenApp 6 5 and the list of resources will search for resources that have these skills resulting in two resources You can also choose a higher level to further filter out resources Competence filter can be combined with other filters such as Only available a select group etc 97 Misc functions To Do list 98 There is a To Do list where you can enter incoming job The list is under button To Do Enter a task name and due date optional The list is individual and just shows your tasks that you have created With permission 5 you can select all users and get a total list This displays an additional column with the name of the user who created the task Easy Planning TECOMP Fite Edit View Tools W findow ee ampl 5 allie oe kom IFR ll 3
54. fies the default table at which the import should be done if mapping to lt Table gt are not used System Name enter the name of the system integration Appears in the menu Transfer Mapping file specify the name of the mapping to be used for transfer Minimum permission limits the number of users for the transfer function Viewers can not use transfer Select View menu transfer to view this menu If you select Move import file after import then the import file will be moved to the directory backup after an import Otherwise the import file will be deleted Import customer register You can import your existing customers register to Easy Planning Press Choose file and mark the text file that contains your customer register Select field separator and press Next Choose field 1 in the left list and mapping the field against the right list Repeat for all field in the left list If there is a field you do not want to import you choose No field in the right list Finally press Next Import Guide Mapping Mapping of data fields Choose which fields in the text file to import Select a field in the left list and choose to which field data should be import If there is no corresponding field choose No field in the right list Field in importfile Field in Easy Planning re Ca ield from Data F lt 1 Customer Client ID 500000 F lt 2 Name 1 Client SCHMIDT Holding GmbH F lt 4 Street S
55. for up to 2 years Please choose destination folder for your program This is the directory where the program and its support files are installed to Folder C Program Files x86 Easy Planning Browse Space Required 12424 K Free 876003420 K Enter path to database If multiple users are to work on the same database you would have to assign a path to the data files on the server The data file consists off a schedule and an associated database In order to share database and schedule with multiple users you need multiple licenses A license corresponds to one user not simultaneous users If only one person is using the program you do not need to assign a path to the data files instead you can store them in a local subfolder of the Easy Planning folder NOTE As default setting the data files are stored in a subfolder of the program C Program Files Easy Planning Databas To assign a path to a common database on the server On the Tools menu click Maintenance Login using password 1234 Click the Database tab In this example we choose F TECOMP EASYPLAN as the path to the data files If the folder F TECOMP EASYPLAN exists click on the button to the right of the path UR WN fs Maintenance Calendar Footer History Project Admin Import Order Tables Database Category Outlook j Display General Permission Maintenance Database Delete task older than Da
56. g Customized texts for Booking Swedish English Rubrik AO NR Booking Report Info 1 Felbeskrivning Work Description Info2 Felorsak Check List Info3 tg rd Other Info4 Ansvarig hantverkare Booked by Info Arbetsplats Workplace Info6 Fast beteckning Infod Info7 Lgh nr Info7 Info8 Person nr Info8 Info9 Brf org nr Info9 Info 10 Servicebil km Info 10 Infoi1 Resa inom tatort Info11 Typ av jobb 1 Anbud Typ av jobb 2 L pande Typ av jobb 3 Typ av jobb 4 Typ av jobb 5 Typ av jobb 6 Resurser Quote Aktivitet Mounting Select the fields you want to print Work Report No rows rm Z Customer sec es Hime Report 4 z Materials 4 Notes 10 10 Documents Info 1 2 4 info 2 2 Flinfo 3 3 J Use form 2 Z Print logo Blankett 1 Blankett 2 OK Cancel There are two forms choose between Form 1 or 2 Form 2 is more suited for builder Under settings you can customize the layout and title of the report You can enter any report name Info 1 5 can be found on the Booking tab on form New Task Type of work 1 6 Typ av jobb 1 6 are the check boxes on the report Resources and task are titles in the report The check boxes specify which fields are going to be printed Same for Customer and Logo You can specify how many lines you want to show for the field notes and fields info 1 3 You enter the minimum and maximum number of lines per field Minimum 4 and maximum 10 mea
57. gement RA Active Completed l Deleted 5 Kund Testprojekt 2013 02 13 00 0 00 1 123456 Testkund Testprojekt 0 0 2013 02 26 2013 04 13 Tomas Rind 0 360 00 0 00 123456 Testsson Testprojekt Green 3 0 2013 03 11 2013 04 26 Tomas Rind amp 0 412 00 0 00 Fixed cos 149999 ITSD AntiVirus DRIFT 0 0 2013 02 08 2013 12 30 0 4500 00 0 00 149999 ITSD BITS verl mning 0 0 2012 12 17 2013 05 31 0 2496 00 0 00 149999 ITSD Citrix DRIFT 0 0 2013 01 01 2013 05 31 0 332 00 0 00 149999 ITSD Etablera 3 dje parts portal for EUR 0 0 2013 01 14 2013 03 01 0 280 00 0 00 149999 ITSD Lync 2010 0 0 2013 01 02 2013 04 02 Lars Johansson 0 542 00 0 00 149999 ITSD Messaging Drift 0 0 2013 01 01 2013 05 31 832 00 0 00 199999 ITSD Opus Billing Improvment Green 3 0 2012 11 19 2013 04 16 Robert Servaeus 1450 920 00 0 00 199999 ITSD TAM 6verlamning Red 2 0 2012 09 03 2013 03 28 Lars Johansson 0 2296 00 0 00 149999 ITSD Tj nsteutveckling Managed Device Green 3 0 2012 11 12 2013 03 19 Thomas Daniel 310 632 00 0 00 149999 ITSD Unix DRIFT Red 2 0 2013 01 01 2013 08 31 N A 0 1568 00 0 00 149999 ITSD Windows DRIFT 0 0 2013 01 01 2013 06 30 N A 0 1448 00 0 00 lt HI t Find Find next Number of project 95 Filters No of Tasks 4 4 F rberedelsefas 2013 02 26 2013 03 02 40 00 0 00 0 Projekt CS Genomf rande 2013 03 05 2013 04 11 3
58. gt and controlling imports to different tables A text converter translates the column names in the text file to the table name in EP Is not the table name being mapped is found the task is stored in default table instead Select default table in settings for import Work order number from the maintenance system is mapped to lt Work Orders in EP gives no duplicates When a work order is history in the external system these been auto acknowledge deleted in EP Import can be made toa category Timestamps new tasks on import only for work orders Overwrite data Only the fields that have been mapped will be overwritten when you select Overwrite Data Note The exception is if you made a replanning in EP under the tab prepare then will not the old start and end dates be overwritten during import 73 Import and export Work orders You can import working orders from an maintenance system to EP and moving the working orders to different tables and then resource planning the tasks When the working orders are done in the maintenance system they can be completed automatically in EP Auto completed can only be done on tasks with a work order number In Gantt Chart you can mark a working order right click and choose Copy work order to clipboard CTRL C the work order will be copied to the clipboard and the number can be paste to you maintenance system Timestamps of new work orders on imports This date is then used in the repor
59. he issue Proposed solution The circulation pump has been broken 3 times Change to other manufacturers Calculated cost Actual start date When you import working orders from an external maintenance system is often the planned time entered as a longer time than the period of time to do the job for example one whole week Mon Fri when you do not know when during the week the job can be done The time does not reflect the need To get a better picture of the workload you can enter an actual time under the prepare tab AC 4745047 Edit task KW erudite Not Frepare Klump i silo HEG VAB 57T002 Duration 73d Planned 56h R Priority Cost Purchase Other Offer Last date Materials 7 Order finished Actual Start Tu 2012 09 25 Submit an offer Actual Finish We 2012 09 26 Offer valid date CER Requires purchase Internal Services Order finished C Requires documentation doc changes Resolved within 48 hours Offer Reserve price 7 Prepare completed 7 Planned Plan stopped Price indication sath External Services Order finished amp Fixed cost 13 608 66 Ready not completed Price per hour 350 00 kr Time spent Cancel If actual date is set the workload will be calculated on the actual time instead of the planned time If you later import the same work order again and the time is updated in the external system the actual time is not cha
60. in import Database Cat gory Maintenance Delete task older than Database Access 2000 i io Delete Computers connected Computer Login Update Holidays HPELITEHP THOMAS Holidays F Save to file Compress Database TIDPLAN MDB Path to data files F TECOMP EasyPlan E Automatic compress Logout all users Fig All tasks with end date before 2012 will be deleted 100 Settings for program are divided into two forms Options and Maintenance Options personal settings Maintenance forall users requires login Settings Options On the menu Tools Options you can make program settings which are individual for each user The settings are saved automatically when you press OK The button Apply updates the screen with the new settings without closing the form Tab View Show tooltips Show percent completed in Task bar Show headlines for Meeting To do Show Resource Names after Task bar Show headlines for Project Show Task Names after Task bar Headlines Appointment Events Tasks View options Project Show today line Show Category Colors on project tasks Show gridlines Show Project Summary bar E Show Task Name in uppercase Display Projects overview Go to the first task in table Gray line between resources Show line numbers 7 Workload by resource Fig Program settings under options Show tooltips Show hide the help text that is
61. inApp Linux TS Windows TS RDS E3 I More resources Shorter duration Selected 0 IV All resources Show Only Available Replace Cancel Save Double booked warning You can get warnings if a resource is double booked To enable this feature select menu Tools Maintenance View tab 53 Assigning resources 54 Filtered lists can be shown in List menus both Gantt Chart and resource view Fixed category lists created in the schedule builder and shown in the Gantt Chart For all reports you can filter on customers and or tables when printing Print notes Filtered lists There are 7 filters Category Type of projects Project Manager Project Customer Priority and Checkboxes When a filter is active the box to the right of the filters indicate red and also the list menu is shown with an orange background not shown in Windows 7 with Aero Glass You can reset all filters with the cross to the right of the filter Enter Category Type of Project Enter Project Manager Enter Project Enter Customer 2 Enter Priority Enter checkbox Xx Choose Overview to search in all tables if you filter on customers only tasks connected to this customer is shown The filter for Project works the same way For Category Type of projects Priority and Checkboxes you can choose multiple filters Categories In the schedule builder you ca
62. ished a task right click and select Completed Task New Task Edit Task Delete Task Move Task Copy Task Paste Task New Project from Template Copy Workorder to clipboard Completed Task View text in row 2 and 3 in bar In resource and calendar view text can also be displayed in line 2 and 3 in bars For the text to be visible you need to increase the row height You can change the row height in the menu Tools Options Calendar tab Default value is 24 increase to 34 for 2 lines and 48 for 3 lines r Options Display i General Printing Colors Calendar Outlook l View Information in bar F View action list Text line 2 Project F View Ti cones Text line 3 _ View breaks on top 5 Row height 34 v Printing Print date F Print in color Landscape Orientation Time scale 5 minuter Weekly Calendar The program has a calendar that shows tasks events and appointments The calendar can only be displayed for one resource at a time at the group level is button calendar disabled B Easy Planning Testdb Edit View Tools Window Help g PES esse EET jee pale s 3612132 QQ Holmes erro s 4 4 See a M ndag 9 dec Tisdag 10 dec Onsdag Torsdag 12 dec Fredag 13 dec A ee QUAM 14 15 16 17 18 19 20 21 22 52123 24 25 26 27 28 29 30 31 ma 1 WEEE 216 7 8
63. ith 1 99 steps per level WBS from 1 to 99 99 99 99 99 99 99 99 99 Ex Below is an example of the WBS structure with indentation of the text To create 2 11 select an task at level 2 1 and click Indent Task To move a task to another Summary Task simply use drag and drop 1 1 1 1 1 1 2 21 3 31 3 2 3 21 Projecti m 130902 to 131010 29d 1d 10d 10d 2d 2d 20d 7d 12d 2d 2d 2d 5d 5d 8h 48 000 00 80h 40 000 00 8 000 00 16h 8 000 00 56h 16h 16h 16h 40h ET CHRISTOFFER Summary Tasks shows with WBS struktur and subtasks with text only summary Task Mame Stage 1 start 2013 09 02 End 2013 09 13 Notes Changed by THOMAS Figure Summary Task 2013 09 01 11 55 52 In form above you can change the name and enter a note Last changed by and time date are automatically marked when saving Show hide Summary Tasks work the same way as for folders in Windows Explorer hide WBS 1 to hide all its subgroups of Summary Task 11 12 12 1 etc Working time and cost are summed per summary task and even at the top level WBS 1 etc 49 Project 50 When you add boxes in the schedule you create resources such as people buildings cars or other To assign resources to your tasks you need something called linked tables A linked table works like a regular table box in the schedule with the difference that the Resources tab can be used You can compare a linked
64. ith the resource above or down arrows to change places with the resource below Right arrow moves to the next resource group the resource ends up last in this group Left arrow moves to the the previous group 5 Click Close to save If you want to change the order of groups in the schedule select the group you want to move and click the change group to the right of the Group View To change group order in a schedule 1 Select the group you want to move by clicking on the group tab 2 In order to change places with the next group click on the right button switch group 3 In order to change places with the previous group click on the left button 4 Click Close to save Common shared database Typically you create a schedule save it with a name and the database will receive the name of the schedule If you instead want to use a common shared database for multiple schedules you can select the database during shared database in the schedule builder When you change the schedule by selecting another tab you will remain connected to the shared database To use a shared database On the File tab click on Open and select the schedule you want to share On the Edit tab click on Schedule Builder Login to Schedule Builder Select a database from the list Shared database Click on Close to save and exit Schedule Builder Create a new schedule or choose File Open if you want to change an existing schedule Repeat step
65. k and Summary Task or by typing the new name directly in the text box that appears in the Task name as soon as you press a letter on the keyboard The last option is only valid for users with permission 5 Stage 1 5 1 1 Inventory Tools m Delete Task 2 Tools on the market m 130902 1130903 2d 16h 2 Stage 2 Implementation on 130911 ti 131008 20d Summary Task Figure Right click and select Summary Task or Delete Task Project 1 m 130902 to 131010 Start project ma 130902 ma 130902 stage s si sSCSsS ma 130902 fr130913 Stage 1 m 130902 fr 130913 Figure Edit Task name direct in gantt only for users with permission 5 47 Project 48 Ex The project below shows Summary Task and subtasks Start project 1 Stage1 Stage 1 1 1 Inventory Tools Tools on the market 2 Stage 2 Implementation implementation 2 1 Quote writing Quote writing Presentation for the customer Contract writing 3 Stage 3 Decommissioning stage Ut D o ma 130902 ma 130902 ma 130902 ma 130902 ma 130902 on 130911 on 130911 ma 130923 ma 130923 on 131002 ma 131007 fr 131004 fr 131004 ma 130902 fr 130913 fr 130913 ti 130903 ti 130903 ti 131008 to 130919 ti 131008 ti 130924 to 131003 ti 131008 to 131010 to 131010 Figure WBS structure only for projects Summary Tasks numbered automatically in accordance with a WBS structure You can create up to 9 levels w
66. klare planering amp vecka amp rubrik amp grupp You can customize the footer with three columns of text Each column can have any font size and font name Footer Invoke text formatting by double clicking in one of the boxes below Keywords amp RUBRIK amp VECKA GRUFF amp TABELL amp UPPDRAG Left Center OO amp vecka amp rubrik amp grupp Anal 8 pt Arial 9 pt Fet Arial 8 pt Logotype _Loggeibmp E Default text Key words are replaced by the following text amp Rubrik Heading on the schedule from the schedule builder field Department title amp Vecka Weekly planning 1 week 3 week plan 3 week etc amp Grupp Replaced with group name amp Tabell Replaced with table name not printed at group level amp Projekt Name of project printed only when a filtered lists or a project is selected Custom logo on printouts You can add your own logo by clicking on key Add Maximum size of a logo is 195 x 65 pixels and the file type should be BMP JPG GIF Logo is per database m Settings Tab Categories Maintenance Footer History Project Admn General Permission Tables Database No of categories 7 m ee E Projektedning ee Driftsatining Projektering M te Utbildning par per Use as standard With filtered lists you can sort out and show all tasks of a certain type To use filtered lists you need to create a ca
67. kload per month Overbooked days are showed with a yellow color at 9 hours and with a red color at 10 hours or more Workload day 1 8 hours Green color 9 hours Yellow color 10 hours or more Red color Workload week and month 1 40 hours Green color 41 48 hours Yellow color 49 hours or more Red color For month according to formula SumMonth duration x 5 hours per week Vacation When you as a project manager add projects in linked tables you normally do not see if any resource is missing because of vacation If the resource add a vacation in his table this vacation will be showed in the projects Projekt Projektexempel fr120928 15d Ink p och montage fr 120914 5d ANDERS Provning fr 120921 5d THOMAS Dokumentation ti 120925 2d ery Avslut fr 120928 ld i EA Projekt exempel fr120928 15d 17h Provning 100 fr 120921 5d 40h THOMAS Sjuk on 120919 2d 16h C In projects you can see vacations with a thinner black line If you move the mouse to the bar the tool tips will show which resource is absent in this project Under the resource the vacation is showed with a blue symbol at workload Thomas Semester gt Provning Vacation is used for two functions To show vacation in projects To calculate workload time available not used for fixed workload 93 Misc functions To get workload right you have to enter vacation You mark vacation in the form New task Vacations
68. lendar the sync can be started manually or time controlled provided that Easy Planning is running There is also an add on program Sync Master that can sync many calendars automatically The result of syncing tasks is showed below Each project is transferred to Outlook as a category with underlying tasks nite aning TEST48 ER mm Visa eens F nster Hj lp HSR t loo seal wliny x im 1 ITEN ES eee Claes gt Se a vatiprionitet _ x Aktivitet Start Tid juli 2011 augusti 2011 1 31 8 32 13 33 2 34 2 35 fr 110729 fr 110812 Installation fr 110729 ti 110802 Provning on 110803 fr 110805 Driftsattning to 110811 fr 110812 amp Projekt 2 ma 110808 i 110823 Installation m 110808 on 110810 Provning on 110817 fr 110819 Driftsatining m 110822 ti 110823 Klar Inloggad THOMAS TEST48 MDB Beh 4 Rad Sok 46 ms NUM So 31 jul 13 52 al D Att gGra lista thomas tecomp se Microsoft Outlook S g P i o E amp A A vil a Skicka an h ta emot es a Q A TAR il w M te P i e Y idag WW N sta vecka fm m B S k efter kontakt uy Pee a a se y I morgon Y in et datum i 4 w Adressbok Ny Nytt Nya T Svara Svara Vidarebefordra i Fler Markera Ta bort Detaljerad Enkel lista Att g ra li Kategorisera uppgift e postmeddelande objekt bort alla som slutf rd fr n listan VW Den ha n VW Anp C 4 Nytt Ta bort Svara Hantera uppgift F
69. lj upp Aktuell vy Atgarder Taggar Sok i lt aM ift CAUPRE s k i Att g ra lista Ctrl E 2 W Att g ra lista 7 a a Uppgifter D mne f r uppgift Startdatum Paminnelsetid F rfallodatum Status f rdigt aie a Fric h r om du vill l gga till en ny Uppgift 40 Kategorier Projekt 1 B objekt Qj Installation fr 2011 07 29 Inget ti 2011 08 02 Arbetar 50 lt S G 3 S Y 2 Provning on 2011 08 03 Inget fr 2011 08 05 Arbetar 20 A F Drifts ttning to 2011 08 11 Inget fr 2011 08 12 Inte star 0 Y i 40 Kategorier Projekt 2 3 objekt Qj Installation ma 2011 08 08 Inget on 2011 08 10 Inte star o V ns IE Provning on 2011 08 17 Inget fr 2011 08 19 Inte star 0 Y B A Driftsattning ma 2011 08 22 Inget ti 2011 08 23 Inte star o OY 5 bod Epost NS w Aaaa aa Filter har till mpats m El 100 lt For tasks the following fields are synced Subject Task name Categories Project name Startdate Start date Duedate End date Body Notes ReminderSet Reminder ReminderMinutesBeforeStart Reminder time Sensitivity Private PercentComplete completed Complete Completed 80 Start synchronize Press the button Sync on the toolbar then the following form will appear Users who are not Admin Fal can only sync their own calendar in Outlook 2013 01 08 2013 01 09 Program test Exchange 2012 12 23 11 30 18 Start sync Outlook Total 2 _ S
70. mapped to your user name In schedule builder enter your user name in the field login to map your table Reminder Project Meeting Fig Reminder before a meeting Split a task If you need to interrupt work on a task you can split the task so that part of it starts later in the schedule 38 To split a task 1 Select a Gantt Chart 2 Click on key split task 3 On the task s Gantt bar click the area of the bar on the date where you want the split to occur and left click 4 Split is made one day apart 5 Drag the second part of the bar to the date that you want work to begin again 6 You can split a task multiple times November 2012 Ge Tue 2012 11 27 Click on Task to insert a split December 2012 mon 12 11 19 fri 12 11 30 10d November 2012 December 2012 You can split a task into how many parts anywhere but a bar must be at least two days long in order to be able to split If you drag a portion of a split task and drop it directly next to another portion it will be merged into the other split task portion Each part is a separate task which means that they can have different task name category resources etc 37 Tasks Undo redo 1 Shortcut CTRL Z You can undo recent changes by clicking on the cancel button or pressing the keys CTRL Z Undo can be done for the last 10 changes Shortcut CTRL Y You can redo the last change you undone by clicking th
71. me is summed for the subtasks the project contains A follow up can then be made per project or per customer where you get the planned time worked time and also cost per task and project 63 Timesheet Admin for timesheet The administrator can create a list on users who will be admin for the timesheet An admin can see all resources timesheets only one timesheet at a time while other users can only see their own timesheet Under Tools Timesheet Manager you get a summary of the latest week sent per user 64 Shortcut CTRL P Printing can be done for Gantt Chart resource view or calendar If you wish to print every groups planning in a list you press the button Overview in the schedule The calendar can only print one single resource There are also a number of reports you can print Ready prints are available for Gantt Chart from 1 week to half a year Resource view from 1 day to half a year Calendar week and month Annual calendar Daily schedule and weekly schedule with signing Weekly planning Service report 1 2 under the booking tab Reports a number of reports available Print button The buttons Print used the period which is showing on the screen when printing Print button Preview To be able to preview a PDF printer is required You can choose which PDF printer that should be used under the menu Tools Maintenance General tab We recommend that you install PDF Creator The advantage
72. milj IBMS V6 aros 2013 04 30 2014 07 04 2015 01 21 test 2013 01 14 2013 01 25 test 2013 10 01 2013 10 02 test 2012 10 29 2017 11 02 Test 2013 10 02 2013 10 03 Test Aktivitet 2012 10 29 2012 11 09 Tester 2013 04 22 20130809 Tester 2013 08 12 20130903 testfas 2013 01 28 2013 03 13 4 Total hits 12 Seek 1 3885 Total time 3112h Total cost kr 0 Fig Form for searching databases Searching is made in all tables in the database However you can limit your search to one table by choosing table as your search conditions The search result can be printed as a report or copied to clipboard You can sort the result before you print if you click on any title in the lower list Double click on a task in the lower list to show the edit task Right click on a task to highlight this task in the gantt view Start date finish date f you enter start date only searching is done from this date and forward f you enter finish date only searching is done for earlier and to this date f both start and finish date is enter searching is done between this dates Completed date Search for tasks completed this date or earlier 69 Searching 70 Task name Free text search Search for text in all tasks Choose between part of field program add before and after or whole field Multiple choices can be done with a semicolon Format TEXT1 TEXT2 TEXTS
73. n create boxes which are used for showing fixed filtered lists For example project vacation courses or vacation Categories must be created before they can be used Group Group Name No of Groups Group View Maintenance Vacation Maintenance Vacation 35 Filtered lists 56 To use filtered lists you first need to create a category list When you add a task you choose a category Next step is adding boxes in your schedule which will be used to show the fixed filtered lists When you click a box in the schedule which is marked with category VACATION a search in all tables in the schedule will be done after every task with the category vacation entered Calendar Footer History Froject Admin General Permission Tables Database Category ce Te i P ee Use as standard Fig Category list Below you can see a holiday list this you create by selecting overview and resource view 12 weeks and filter on category vacation Overview Enter Project Manager l F Enter Project Enter Client EH Resource Name Now 2012 Dec 2012 Jan 2013 Re cas Sa HE Ss i A RT FIT RR RR a I ES Fig Exemple of a vacation list You cannot add new tasks in a fixed filtered list created from the schedule builder from the boxes with a category assigned However you can change and delete tasks from a filtered list Se
74. nd date Deadline You can set a date for a task or project to keep track ot its finish date The program updates the schedule as needed keeps track of deadline dates and shows an Din the first column if a task finishes atter its deadline Deadline is indicated with a green arrow P L L Fig Deadline shown for both a project and a task O Projekt G il T6 5 Fig Project or task that pass deadline showed with a red symbol There is a custom report Tasks passed deadline under File Print Reports Replanned 86 A replanning happens when you move a task or change a resource Date cause and changed by can be stored for up to 5 replannings per task You activate the function in the maintenance menu View tab Ask before replanning If you move a task or change a resource you need to enter a reason for the replanning You can choose between three different reasons you can change names on these or cancel There is also a box No registration to force if you do not want to store the changes You can view the tasks that have been replanned by clicking on Replanned in the toolbar d L L Fig Replanned tasks in 3 different colors Other cause grey Customer brown Vendor blue There is a customer report Replanned tasks under File Print Reports Create task links You can link any two tasks in a project to show their relationship also called a task dependency Once
75. ng Drift 149999 ITSD Opus Billing Improvment 149999 ITSD TAM dverlamning 149999 ITSD Tjansteutveckling Managed Device More information To sort a project 1 Right click on the project line 2 Select Sort project in the menu that appears 3 A list of all projects is shown Mark desired project and use the arrows to move the project up or down in the list 4 Projects will be displayed in chosen order Rename a project You can rename a project but not have the same name on two different projects To rename a project 1 Right click on the project line or the project title 2 Select Rename Project from the menu that appears 3 Change text on the project and click OK Type of project You can create a number of type of project in the same way as for categories Then adding a new project you can select type of project from this list You adding type of project in maintenance menu tab project r Maintenance I Permission Message Footer Type of Project Price per hours Internal u ndra Ta bort Project Manager Type of Project Then adding a new task select Type of project in tab Project task Task Project Resources Notes Previous Booking Project Detailed specification x Project no Status Save in l Budget Oh Deadline v
76. nge server shall be used normally you need to enter an Exchange account on the Exchange server for each users table The account can be your E mail surname lastname or any other name Contact your computer support for help Table Thomas Synk Outlook Synchronize Send message Email Exchange thomas tecomp se Computer name Login Thomas Mobile Synchronize with Sync Master You mark one resource table at a time and click Change In the column Exchange you enter users E mail account on the Exchange server Inthe column Login you enter user name in the network Admin for Exchange If you should have Admin rights to sync other users calendars users must share their calendars to you this is done in Outlook You can as Admin select any table in the overview diagram and sync this calendar for one resource at a time You add Admin users in the maintenance menu tab Admin Outlook Category Enter any name here and no appointments created in Outlook will be synced only from Easy Planning to Outlook The category name you enter is marked as a category in outlook and you will see the EP tasks in Outlook with for example a yellow color against Outlooks blue color Note that you can create a task in Outlook and select the category name here and then it will be synced This category is not used for tasks means all tasks will be synced The field category in Outlook is used for project names from EP EP Categories If
77. nged and you can see that the planned time has been moved ti 120703 fr 121116 3d m 120924 fr 121130 50d m 120820 fr 121130 75d ti 120821 fr 121207 79d to 120906 fr 121026 37d Both when actual date have been entered and when the box is planned and the prepare tab have been checked the task will be shown in a green color against the normal blue This is if no category have been chosen otherwise bars are shown in the color of the category The color for planned green can be changed under Tools Options colors tab Plan stopped is shown in back and Ready not completed is shown in orange Expended time window Extended time windows means that all booked tasks forward are shown independently of time period shown These are listed with its task name in the left list but without the bars since they are outside the shown time period Press the button Extended time window to show all tasks ahead This is set per user hy Xl amp R oe ee 91 Misc functions View resource workloads 92 You can see the number of planned and available hours per day week month The workload for each resource is calculated by adding number of hours day for each task in the period You get number of hours day by dividing the planned time for the task with duration number of work days On this way all tasks that falls into the chose period are summed up No workload is calculated to linked tables and filtered lists There is also
78. ngsen zoe thomas tecomp se Location Oskarshamn There are four user defined fields that you can use to make a booking You can change the texts to fit your business under Tools Maintenance View tab Default headlines are Work Description Info Map Description Info2 Other Info3 Booked by Info4 59 Customer Register To make a booking Click on New or key INSERT Enter task name and time Click on Booking tab Select a customer in the list Enter the booking information four user defined fields Click Save The booking can be printed as a report under the Booking tab NOUR WN gt History You can view the entire history of a customer by double clicking on the customer in the customer register and select the History tab The list collates and displays all tasks that are performed on the selected customer Costs planned and worked time With the Export button you copy information to the clipboard and can paste into Excel for further processing Edit client Information History Client TECOMP AB Ares f sta nish O Cost Time wrk Define user requirements 2012 11 19 2012 11 20 User Requirements 2012 11 26 2012 11 27 0 00 16 00 0 00 There is also a customer report in the File Print Reports that reports all jobs are completed to a customer The report can filter on both the customer and resources so you can print a list of all customers a resource has had
79. ns that at least 4 lines is printed and no more than 10 lines less if the text do not need 10 lines Minimum is 1 line and maximum is 100 lines To print the service report or booking report you double click on a task and click on the Booking tab and the print button Create custom reports 68 You can create your own customized reports in Access 2000 To create a report you need Microsoft Access installed and also have exclusive right to the database which means you are the only one online on the database when you create the reports When you create a new report in Access you enter source data can be an existing table or a question you have created You can copy reports and questions from other databases and paste into your own database The list of reports includes reports created in the database TIDPLAN MDB Customized reports can be printed or showed on the screen from Easy Planning You find them under View Custom Reports Database seaching Shortcut F6 Searches in database tables can be done with up to 25 search conditions You get to the search window by pressing the button Database in the toolbar Database Start date Finish date Completed date Task Notes Finished Deleted Action list Priority Resources Order ID Work Order Table Project Category Project Manager Project Status Match Part of field ka Time format Hours Ara O Startdate Finish date a 301430 TV 2013 mioa 96 7 Test
80. o create a school schedule you create an schedule in Schedule Building consist of a group of classes create them as linked tables Then a group of halls and a group of teachers these are resources Then you can book subjects for a class choose an available hall and a teacher When the schedule is booked only booking first week of the school term you just copy this week to all other weeks this school term except for school brakes Then you schedule the next class and so on From the schedule you can click on a class a hall or a teacher and see the bookings for any given week use the calender view for this 115 File structure The following files are installed in the same directory as the program WINEP6 EXE Program WINEP6 CHM Hj lpfil WINEP6 EXEMANIFEST F r WinXP utseende WINEP6 DAT Licensfil Ing r ej i demoversion PROJEKT CFG schemafil demo PROJEKT MDB databas i underkatalog databas demo Sub directories c Program Files Easy Planning Databas Status Tid Installed in the Windows System Directory COMCTL32 0CX COMDLG32 0CX DAO360 DLL Program Delade filer Microsoft Shared DAO GRID32 0CX MSCOMCT2 0CX MSCOMCTL OCX MSGHOO32 0CX MSHFLXGD OCX MSLDBUSR DLL MSSTDFMT DLL MSVBVM60 DLL PICCLP32 0CX SCRRUN DLL 17 Files and shortcuts Keyboard shortcuts Help F1 Schedule F2 Planning F3 Timesheet F4 Go To F5 Database F6 Edit task F7 Gantt Chart 3 weeks F8 Resource view 5 days F9 Calendar Shift
81. of this program is that the program auto save and auto open automatically The program is freeware and can be downloaded from our website or at hitp www pdftorge org pdfcreator Settings for PDF Creator Under Auto Save mark Use Auto Save Enter lt Title gt under filename and lt Myfiles gt as your saving catalogue Under Action mark Action after saving Choose Adobe reader as reader and start maximized 65 Printing Printing Gantt Chart 1 If you want to print Gantt Chart for one resource only you choose this resource from the schedule and then print When you choose a group from the schedule all resources under this group is showed A print is normally done for all resources If you do not want to print all resources in the group you press the minus to the left of the resource you wish to not print The symbol is changed to a plus and no print is done You can also switch between showing hiding by double clicking on the resource or press the keys If you wish to switch quickly between showing hiding all resources at once you press the buttons show hide resources or double click on the top resource The hidden resources and groups will not be printed in the Gantt Chart t M logistik Materiallogistik G Johan Olsson E pia Aulin E Christina Gustafsson Anne Louise H kansson Training Excel Kenneth Modig Vacation Fig Group view The plus hide tasks Hj NOTE Current status to show hide reso
82. oject 5 Enter duration in days 6 Enter PrelD and task link Under PrelD enter the number of the line desired to link task to 7 Disp is not used always one 8 9 a wN Enter a note if desired Repeat if more tasks are needed 10 When finished select Save As 1 Enter a filename 12 Close Project Templates A much easier way is to right click on an existing project and save it as a project template The template will also save resources 46 Add new project from template Right click on a blank line and select New project from template in the popup menu New Project from Template Start date Project name 2013 12 10 Test project Select template Type of project Projektmal Lept ha Project Manager Customer Enter Customer Description 7 Copy Resources Enter the project start date and a new project name Then choose a project template project manager type of project and ev a customer After you click OK opens the form of the project you just created Summary Task A Summary Task consists of one or more subtasks and can only be created in a project To create a Summary Task select one or more tasks and click the Indent button right arrow A summary task is created with the first available WBS number at this level WBS numbering is done individually for each project Summary Task will be named after the first selected Task You can easily change the name with right clic
83. oject Click New Task 1 2 Create the first task in the project by entering a task name and time 3 Click on Project tab 4 Enter a name for the project under New project If the name is already being used by another project a new project can t be created 5 To add a new subtask to an already existing project select a project from the list below New project 6 Enter a name for the project To be able to add a new project the project name should not be busy Optional 7 Choose a color for the project by clicking color and then selecting a color 8 Enter a description for the project max 255 letters 9 Choose if the project is an order or a quote If choosing quote the project will only be shown with black contours If the project later becomes an order change quote to order and the project will be shown with the correct colors This enables to easely see the differences between status 10 To exit click Save NOTE You can save a project directly under a resource that belongs to a linked table select a linked table under Save in in the Project tab Delete a project You can delete a project and all tasks related to the project will be removed To delete a project 1 Right click on the project line or project heading in the column 2 Select Delete project in the menu that appears 3 You must confirm before the project will be deleted Deleted project can be restored in the Project Management Move a
84. olor To remove a color you choose white color in the same column The column Counter is used to show the number of active tasks in the current table The counter is updated when switching planning overview and also when automatically updated is activated The Schedules parts The picture below shows a number of groups that have both resources and linked tables In the schedule builder you create a resource by specifying the table name and the name If you select YES in the field Linked you instead create a linked table marked with square brackets Linked tables allow you to book tasks in a place WHERE and regular tables is then resources WHO The thin gray bar between the boxes called title and used to group underlying boxes K iia aliserad Mek Johan Olsson Z Ulf Nilsson Bengt G ran Lindebla Tekniker A a Pia Aulin Anders Lundgren Anne Louise fakansso ease Ae nders Horndahl Ande Weberg Sven Bruno A group resource A linked table You can color any boxes in your schedule if you want to highlight these boxes There is also a counter for each box showing the number of active tasks in this table To create a new schedule 1 Select schedule view F2 2 On the Edit menu click Schedule Builder 3 Login 4 Click New in the toolbar 5 Enter a title for the schedule and also ev name of team leader can be omitted 6 Choose number of groups 1 15 and enter group name 7 En
85. project Left click and hold on the project and use drag and drop to move the entire project Completed tasks will not be moved ti 2014 01 07 fr 2014 01 17 Al Project Copy a project You can copy a project and all subtasks Copy to the same table or to another table gt gt Define user requirements ae ee 2d Inventory of other programs ETE IE SES 3d User Requirements Copy Project 2d Select programming standard Save Project As a Template 1d Sort Project Rename Project Delete Project Completed Project Enable users to copy move delete projects must be checked in the maintenance menu To copy a project Right click on the project line or the heading in the column Select Copy Project in the menu that appears Enter a new name for the project Choose a table new start date and if the resources should be copied in the form displayed Select OK to create the copy UR WN gt Sort project 42 Projects are listed in the order that they were made It is possible to rearrange project as shown below Sorting projects Project 123456 Kund Testorojekt 123456 Testkund Testprojekt 123456 Testsson Testprojekt 149999 CS Inf rande av Easy Planning 149999 ITSD Antivirus DRIFT 149999 ITSD BITS verl mning 149999 ITSD Citrix DRIFT 149999 ITSD Etablera 3 dje parts portal for EURO TCON 149999 ITSD Lync 2010 149999 ITSD Messagi
86. project name You can double click on a project name to show hide this project and all that comes after in the list Single click on the sign to show hide only the selected project The duration of a task is displayed in the column duration as the number of working days between the start and end dates In the field planned time you can specify the estimated time for the task If the planned time is not set manually the planned time follows the duration which means 100 workload If you enter the planned time manually the bar displayed striped Duration can be displayed in either days or hours enter d for day and h for hours Hours can be displayed with one decimal place ex 0 5 h 15 Getting Started Resource view 16 Resource view shows all tasks on the same line as opposed to Gantt Chart showing one task per line If there are multiple simultaneous tasks they appear on multiple lines see picture below Can be used for all types of bookings conference workshops etc 77 Easy Planning BAU MITT ats Arkiv Redigera Visa Verktyg Fa Hj lp hy Xx na ekniker Norrk ping Resursnamn Emil Johansson 58191742 Andr Thorsell 58109399 Klar Inloggad THOMAS BAU NORDV ST MDB Beh5 Ra72 S k 484ms NUM M 15okt 08 17 T T T T T T Se SSS SSS To delete a task in the resource view right click on the bar and select Delete Task from the context menu To fin
87. rite access to all tables Admin is required for the following functions To import To delete a project permanently from the deleted tab To delete a customers register For settings to Sync Master To edit Task Name in gantt chart without form To show all users in the To Do list To create a copy of the schedule and database 19 Permissions Tables with all permission Users with permission 2 or 3 get write access in these tables Permission by table You can limit the number of resources that should have access to a linked table In the Resources tab you can then choose Only by permission to view only those resources that are authorized to access the selected table Permission by schedule If you have multiple schedules and want to limit that not all resources can change all schedules you can specify which schedules a resource have access to The resource will then have permission to these schedules but read only access to other schedules 20 The program always starts with the last open schedule From this schedule you can navigate to a group top box in each column a resource a box or the entire planning box overview You change the schedule and database by clicking on the tabs at the bottom of the screen or select File Open schedule CTRL O Multiple schedules can also be used against a common database Easy Planning contains a large number of different views Gantt Chart 12 resource view 13
88. rrors Settings License information Databases 1 Tables 1 Used Calendars 1 TECOMP Thomas Synk Max number of Calendars 150 License valid to 2013 06 30 7 Show Only Selected V Send Error Report To thomas tecomp se V Run Sync Master visible You select one or more databases that you want to sync When a database is selected the list on the right will be updated with the tables that are selected to sync from this database 83 Sync with Outlook 84 Outlook security Because of Microsoft safety barrier that was introduced in Outlook 2002 you need to install Advanced Security for Outlook a freeware program from MAPI Labs The program is an add in for Outlook that solves the problem below Microsoft Office Outlook 4 program is trying to automatically send e mail on your behalf Do you want to allow this IF this is unexpected it may be a virus and you should choose No CLO Microsoft Office Outlook 4 program is trying to access e mail addresses you have stored in outlook Do you want bo allow this IF this is unexpected it may be a virus and you should choose No Allow access For Note You have to check Run Sync Master visible and then run Sync Master manual once after every update of Sync Master This is because the program have to approve that Sync Master will get access to the Exchange accounts The check Run Sync Master visible mus
89. s 4 5 for the schedule you want to change in step 4 select the same database for all schedules 8 On the status bar you will see which database is open NOUR WN 29 Create schedules Printing Schedule layout You can print a picture of your schedule On the File tab click Print schedule layout Printing can be done to printer or PDF 30 Right click in the planning view gives you the most important choice during edit Observe that you do not need to mark on which line a task shall be added the tasks are always sorted in time order Exceptions for marking are in group level where you mark a line under a resource to choose this resource NOTE You need permission level 4 or 5 to be able to change in group level Add a task Shortcut INSERT You add new task by the form New Task To add a task 1 On the Edit menu click New Task or right mouse button 2 Fill in data for the task and click Save or key Enter Task MER S Vacation Duration o 3 d O N Priority oOo Finished M 2013 12 23 v All day PRR ec ee F Indude weekends Fr 2013 12 27 C Reminder Project Enter Project Category Coo y Deadline v Customer Enter Customer E Vacation Recurrence Checkbox 1 Locked Checkbox 2 E Action list Checkbox 3 Checkbox 4 Fig Form for new task Task name Task name maximum 60 characters Start finish date Start finish date can be entered manuall
90. t Statistics work orders to report the number of new work orders per day Mon Fri Mapping 74 The mapping is done as you select a field in the left list and choose to which field in EP data is imported Repeat for all fields you want to import The list below shows the fields that have been mapped and the data for the first line of the import file second line if there is a header You save the mapping in the next step so you do not need to remap again the next time you import data Import Guide Mapping Mapping of data fields Choose which Fields in the text File to import Select a field in the left list and choose to which Field data should be import IF there is no corresponding Field choose No Field in the right list Field in importfile Field in Easy Planning F lt 1 40 nr sel work Order gt w Field from Field to F lt 1 40 nr lt Work Order gt 217300 Falt 2 Objekt ID Task Name 5 149 F lt 3 Beskrivning Task Name Skapad fr n Felanm lan F lt Planerad start Start date F lt 5 Planerat slutdatum Finish date F lt amp Utf rande tid Duration F lt 11 Arbets beskrivning Nokes Set Auto Completed Category FU All days Only Qverwrite data Text Converter The text converts function is to remap the table name into the correct table If you have mapping a column to lt Table gt in Easy Planning the text converter can translate a name in the import file to a table name by
91. t as default In the maintenance menu Category tab you can choose a category to be used as default All new tasks added then get this category as default This function can be useful if you use category to indicate different status steps for example Quote Confirmation Invoiced Finished For new tasks you get the first step selected Hide tasks for Viewers If you have tasks you don t want Viewers to see you can mark hide for Viewers for one or more categories Users with permission level 1 can t see these tasks Edit Category Category Vacation Price per hour 0 Color a M Hide for Viewers FJ set vacation 57 Filtered lists 58 New customers are added in menu Tools Customers or the button Add Customer under the Booking tab It is possible to import an existing Customer register The Customer register can be used to show a filtered list on a customers booked jobs as well as to print customer reports Add a customer To add a customer Click New or key INSERT Enter task name and time Click on Booking tab Click Add customer Add data for the new customer and click OK You can have multiple contacts for the same customer Add new contacts with plus and delete a contact with minus AU RWN New customer Information Customer Moz 1 Thomas Ellingsen Mariehillsvagen 10 Business Mobile Postal code City 572 60 Oskarshamn Fax Home Contacts Thomas Elli
92. t be unchecked if Sync Master is going to run when the server is not logged in Status and error logs You see the result of the sync on the tabs Latest All and Error Latest show the tables that were synced last Here you can see the time it took to sync each calendar status OK if no errors All show the total time for Sync Master to sync all tables in the list You see the number of tables and any errors that occurred Error list all errors occurred Here you can see the time when the error occurred error codes and error descriptions Also the program procedures and table names that were syncing when the error occurred Examples of errors can be that an Exchange account is not distributed only distributed for reading or that the Exchange account is missing 2012 12 15 17 36 51 2012 12 15 17 36 42 2012 12 15 17 36 40 2012 12 15 17 36 33 2012 12 03 09 31 23 2012 12 03 09 31 11 2012 12 03 09 31 03 2012 12 03 09 30 53 2012 12 03 09 30 53 2012 12 03 09 30 51 2012 12 03 09 30 24 2012 12 03 09 30 24 2012 12 03 09 30 21 2012 12 03 09 22 31 2012 12 03 09 20 31 2012 12 03 09 18 31 2012 12 03 09 16 27 2012 12 03 09 14 27 2012 12 03 09 12 27 2012 12 03 09 10 27 2012 12 03 09 08 27 For more information about Sync Master see www tecomp se 2147352567 2147352567 2147352567 2147352567 364 2147352567 2147352567 364 2147352567 429 429 429 429 429 429 429 Cannot complete the operation Cannot complete th
93. tabase Access 2000 f Delete Computers connected 1 Computer Login HPELITE HP THOMAS Update Holidays Holidays IF Save to file Backup f Repair Compress Database TIDPLAN MDB Path to data files I Automatic compress 0 days F TECOMP EasyPlan Logout all users 1 Installation 6 When the form below shows choose the folder F TECOMP EASYPLAN and click OK Val mapp Ange mapp for datafiler F TECOMP EasyPlan Demofilm a EasyPlan gt J Databas Ju Export du Import di Kunder gt du Mallar b jj Status Tid J ss Rev 7 If the folder doesn t exist enter path F TECOMP EASYPLAN 8 Click OK The program creates 4 folders listed below when you click OK F TECOMP EASYPLAN for schedules CFG F TECOMP EASYPLAN DATABAS for databases MDB FA TECOMP EASYPLAN STATUS F TECOMP EASYPLAN TID New path New path selected Re open a schedule to use the new directory 9 Next time you choose menu File Open schedule the folder will be pointing at F tecomp easyplan The path is completed and you can start creating your own schedules The schedules that you build will end up in the folder F TECOMP EASYPLAN and when you open the schedule a database will be created in the folder F TECOMP EASYPLAN DATABAS The path to the data files is stored in the file TIDPLAN INI Free Viewer There is no limit
94. table with a location or type of job place where something should be done and a regular table as a resource who does the job By entering tasks in linked tables you can assign one or more resources to these tasks When you assign resources to the tasks available in the linked tables the resources will be able to see these tasks under their own planning You can see what resources you have available when you make a booking if you select Show only available when selecting resources a I LINDA ANDERS KALLE Fig Tasks with resource name assigned The benefits of assigning resources are Tasks can be added in advance in the linked tables You can then assign resources to these tasks one or more persons to the same task t is easy to replace a resource You only need to edit or acknowledge a task in one place even if multiple resources are assigned Create a linked table In order to allocate resources you must first create one or more linked tables To create a linked table 1 On the Tools menu click Maintenance 2 Login 3 Select Table tab 4 In the left list shows all tables created one for each box in the current schedule Select desire table in the left column to be used as a linked table Click the right arrow The table name will appear in the right column Repeat steps 4 5 if you want to create several linked tables 7 To exit click Close nM 51 Assigning resources Assign
95. tartdate Finish date Start at Endat _ Task Outiook 2013 01 07 Es 10 00 12 00 Project meeting 2012 12 23 11 30 18 2013 01 08 2013 01 09 Program test Exchange 2012 12 23 11 30 18 No of month 12 Category Outlook Sync Calendar Sync Task Outlook 14 0 0 6126 View data Close Exchange Server Fig Syncing with Outlook Settings for Outlook Before you can start syncing Admin needs to do following settings Choose what shall be synced calendar and or tasks Remap table against user name column Login f Exchange is used enter Exchange account for each calendar Under Tools Maintenance Message tab you choose calendar and or tasks You also check Exchange Server if Exchange is going to be used Maintenance Project Admin Import Order Tables Database Category Data to notes Period months Outlook Profile i2months v V Exchange Server Outlook Category EP Categories no synchronize EasyP No of tables 286 Sync 126 Christopher 7066 swe07066 swe07066 Torbj rn 6818 SWE068 18 SWE068 18 Hakan B 5467 SWE05467 SWE05467 Peter L 7631 Mikael N 4481 SWE04481 SWE04481 Magnus 5 9038 SWE09038 SWE09038 Stefan E 5773 SWE05773 David A 5134 tera ONA wn KB r 81 Sync with Outlook Settings for Exchange You can choose to sync with Exchange or with your local PST file Exchange uses your calendar on the server and PST your local calendar file If the Excha
96. tc Sync with Outlook Easy Planning can sync with Outlook via Exchange so you can stay updated on your tasks through your phone The optional software Sync Master running sync automatically in the background Import and export The program has powerful import features to import work orders from external maintenance system Our hope is that Easy Planning is going to be the tool that simplifies your planning System Requirements Microsoft Windows 95 98 ME NT 2000 XP Vista Win 7 32 64 bit Win 8 32 64 bit Color monitor with minimum 1024 x 768 screen resolution Installation The licenses are per user of the system not concurrent users If you have a license for 10 users you have the right to install Easy Planning on 10 computers in your network Choose to install the software locally on each user s machine or install the application directly on the server If you choose server installation you must install the customer part of each customer this is done only the first time You can always do a reinstallation when upgrading without database and schedules files disappear Alt A Install program on a server Install server version Server exe The advantage of an installation on the server is that all users are always running the same version and that all new updates only needs to be done on the server You start the software by adding a shortcut on the desktop to WINEP6 EXE Installation av customer parts Klient exe If you ha
97. tegory list first Then added tasks select a category from the category list Each category can be assigned with a color and hourly rate Hide tasks for Viewers You can hide tasks by selecting Hide for Viewers for one or more categories Users with level 1 can t see these tasks New Category Category Vacation Price per hour Color 7 Hide for Viewers E Set vacation Tab Project Add project manager and type of project Tab Database Functions for database maintenance described in chapter Database 2 Tab Tables Maintenance a No of tables 265 Andreas L 7785 Andreas T 9385 Avtal Borlange Avtal Bor s Avtal Eskilstuna Avtal G vle Avtal G teborg Avtal Halmstad Avtal Helsingborg Avtal Huddinge Avtal J nk ping Last changed 2013 11 29 13 05 27 2013 11 29 15 05 27 2013 11 29 13 05 27 2013 11 29 13 05 28 2013 11 29 13 05 28 2013 11 29 13 05 28 2013 11 29 13 05 28 2013 11 29 13 05 28 2013 11 29 13 05 28 2013 11 26 18 04 31 2013 11 29 13 05 29 Avtal Borl nge Avtal Bor s Avtal Eskilstuna Avtal G vle Avtal G teborg Avtal Halmstad Avtal Helsingborg Avtal Huddinge Avtal J nk ping Avtal Kalmar Avtal Karlstad Avtal Kalmar 2013 11 29 13 05 29 1 Avtal Kiruna Delete Table Rename Table No acknowledgment Merge Tables Change DE Delete all Customers Tables Tab tables show all tables that have been cre
98. ter name in the column Table and Name Table is shown as boxes in the schedule image and Name is shown in the planning views 8 Enter user name 9 If filtered list is going to be shown you choose a category in the list Categories must be created first 10 Choose YES in column Linked to create a linked table 1 Choose YES in column External to mark this as an external resource For Workload reports 12 Choose YES in column machine to mark the resource as a machine Affect the calculation of man hours 13 Enter a title to create a title before the name of the resource in the overview 14 Choose YES in column Counter to show the number of active tasks in this table 15 Click on column Color twice if you want to add a color to this square in the overview You reset the color selection by choosing white color 16 After all information have been filled in choose File Save as 17 Enter name of the schedule maximum of 15 characters Program adds the suffix cfg 18 Click Close 27 Create schedules The column login is used to map a table to a user Used for functions as reminder sync calendar with Outlook etc NOTE If you skip a box in a group the resources that follow in this group will not be shown in the schedule either To remove a schedule you delete the schedule file with explorer Schedule files are in the catalog you specified as the path to the data files and have the extension CFG Add a new resource
99. the report Statistics work orders see Reports Normally the bars are blue Prepare completed gives yellow bars and planned gives green bars AC 4745047 Edit task RW Project Resources j Prepare Improvements klump i silo HBG VAB 57T002 Duration 79d fe Planned 56 h R Priority Cost Purchase Other Offer Last date Materials IC Order finished Actual Start Tu 2012 09 25 Submit an offer Actual Finish We 2012 09 26 Offer valid date is E Requires purchase Internal Services Order finished C Requires documentation doc changes Resolved within 48 hours Offer E Reserve price F Price indicati V Prepare completed rice indication External Services I Order finished a Planned E E Plan stopped Fixed cost 13 608 66 Ready not completed Price per hour 350 00 kr Time spent Cancel Save Options Improvements 90 As an option for form New Task you can show the improvements tab This tab is used for improvements You set up proposals for change update the status of improvement and present information in an improvement report see Reports Status steps are Improvement Modifications Reported Solution are reported to customer Implemented Refusals Edit task Improvements Task Circulation pump faulty Duration 4d Planned Improvements Reported E Implemented E Modifications E Solution are reported to dient E Refusals Description of t
100. to update holidays Add a logo 88 You can add your company logo maximum size is 195 x 65 pixels and file extension BMP JPG GIF You select a logo for each database Add a logo On Tools menu click Maintenance Login Click on Footer tab Click on Set Footer Click Add Select logo must be of file extension BMP JPG GIF and max size 195x65 pixels The path to the logo is showed in the field Logo Click OK to save Click Close OMNAUNAWHN Costs For each task a cost can be added When the column cost is showed you see the cost for each task on every line total cost for each project on the projects title line and on the top row the total cost for the whole table If you filter on a customer the cost is showed for that customer To show costs On Tools menu click Maintenance Login Click on View tab Check View Costs Click Close On Tools menu click Options Click on General tab Check columns displayed Cost Click OK OMONAUNUBWNA The cost can be fixed or current You can count on both costs and income by entering the cost as negative values For current the cost is calculated as hourly rate x number of hours Either you have a general hourly rate no category or you can have different hourly rates for each category You decide the hourly rate for each category when categories are added SMS reminder With the SMS function you get the possibility to efficiently send texts to employees or
101. treet Postfach 1240 40 F lt 5 PostalCode Postal code 79830 F lt 6 P O Box Street F lt 8 City City St Blasien 7 Import and export Import data from Clipboard Data can be imported to Easy Planning using Excel and clipboard 78 To import data from Excel 1 In Excel you create the following columns where you enter Any text Task Time Start date End date Project Table and Category in this order Only one of the columns end date time needs to be completed Table name should be a table in the database where data is imported You can specify different table names for different rows in Excel If you omit table name it is imported to the marked table In Excel Block select from the first row first column to the last row and last column Press copy and switch to Easy Planning In Easy Planning Choose File Import Import data from clipboard when you are in the Gantt Chart The following dialog appears Mark Merge column 1 2 if imported data for task name is divided into two columns for example Anl ID and Description Import data Setup for Import data 7 Merge column 1 2 Uppercase column 1 Uppercase column 2 All days Only Cancel Continue Click Next The following list appears Click Import to apply Import data v Start date Finish date Project Table Category Resources Project A step 1 2013 01 07 2013 01 10 Project A Jobb Project B step 1
102. ts You can specify a cost for each task Choose between a fixed cost or variable cost The variable count cost on the number of hours x hourly rate Hourly rates are a basic value without category selected can be changed and an hourly rate per category The cost added up per project and even per table Calendar Select between day 8 hours two shifts 16 hours or 24 hours calendar Appointments over several days counting duration 8 hours if calendar 8h is used Start at 2 pm and end at 10 am the day after then provides 4 hours of calendar 8h The calendar 24 hours gives the duration of 20 hours Change a task Shortcut F7 To change a task 1 On the Edit menu click Edit Task or the right mouse button 2 Change the information and click Save Delete a task Shortcut DELETE To delete a task 1 Select in the column Task the tasks that to be deleted 2 Click Delete Confirm that you want to delete the selected tasks 33 Tasks Move a task Select a bar in the Gantt Chart with the mouse and hold the mouse to move with drag and drop operation To move a task 1 Point to a bar the cursor displays as a two way arrow The task can be moved forward or backward in time 2 At group level with permissions 4 or 5 the cursor displays as a four way arrow The task can also be moved from one resource to another resource in the vertical direction not for recurring wia an BON UTA A freils siuJt Su 2012 11 18 4e 17 18
103. ue on 3 Right click eg status column and select Modify 4 You can change value in columns Project Name Status Project Manager Budget Type of project and Deadline Button Show gantt Select a project in the list and click on Show gantt to view this project in a filtered gantt view Button Copy Select a project and click Copy to create a new copy of the project Delete project Projects are not deleted from the database they are only marked as deleted and cannot be found via search project When a project is deleted it ends up under the tab Deleted and can be restored by using the Restore button When restored the project is moved in to Active again NOTE Permission level 4 is needed to delete complete or restore project It is still possible to look at copy to clipboard and print project with a lower level of permission Projects can be permanently deleted from the tab Deleted by using the Delete button When a project is deleted from the Deleted tab the project can no longer be restored Remove empty deletes all projects that does not have any tasks associated to it Both of these actions require permission level 5 45 Project Project Templates With Project templates it is possible to reuse projects Create templates via File Create Project Templates Project templates can be used in any database in Easy Planning It is also possible to save existing projects as templates To create a template on an already existing
104. uilder 7 Double booking gives warning F Ask before replanning 7 Print all resources weekly view El Summary time for recurrence 7 Set workload to fixed Show unacknowledged task Show man hours Enable to copy delete move project No login to Schedule Builder Enable double booked warning Shows unfinished tasks on group and resource level Unfinished tasks earlier than the shown period is marked with the symbol lt lt in the Gantt Chart Shows the tie in man hours in linked tables and filtered lists Give all users permission to copy delete and move projects Observe that the choice Show summary bar for project must be checked in Tools Options No logon needed to the Schedule Builder Get a warning of double bookings when you save tasks that are overlapping times on resources If you enable auto refresh the current view will be updated cyclically in real time with an interval of 30 600 sec 10 min Settings are for all users If you want to choose to automatic update only on a special computer you do this in the menu Tools Options tab General If auto refresh are enabled on both maintenance menu general and options per user the time under options will be used for this user 108 Tab General Maintenance p Calendar ll Display Tables Database Startup view All users Startup view Reference to linked tables Number of reference 270 Upd
105. urces that you controlled with is stored in the database TIDPLAN MDB per user Print reports 66 All reports are collected in menu File Reports For many of the reports a filtering by customer and or resource can be done The time period can be weekly report monthly report or any period of your choice for example 1 year Tasks passed deadline Billing Improvement work Late Tasks Setup mappings Customer Report Replanned Tasks Statistics Work Orders Workload diagram by Category Workload diagram by Type of Project Line chart for Project based on Category Vacation and Workload Project summary by group Workload diagram There are two reports summarizing the workload one per category and one per project type Summation is done per group with one or more groups or you can select the entire schedules workload in one diagram sum groups Bel ggning 2013 EH Ingen kategori E customer Projects E Demo Demo Wena HH senice Helpdesk inst E Development Hl Semester timmar 5000 C Interna E Externa RESURSER Service report Booking report Under Booking tab in form New Task there is a report you can print This report can be customized to fit also for printing bookings Fig Service Report Fig Booking Report 67 Printing Settings On the Tools menu click Maintenance and View tab Then click on Customized texts and further button Bookin
106. ve installed the server version you also need to install a customer installation first time on each user s computer The customer installation will install locally DLL files and ActiveX components which the software needs to be able to run Alt B Install local version Install local version full version The software is installed locally on each user s computer Use this installation for Citrix and other terminal solutions Installation Installation Demo version The current demo version of Easy Planning and a user manual is available for download on www tecomp se Click on the link to download and save the file SETUP EXE on the hard drive The following applies to the demo version The demo version can be used until the time limit that shows when you start the program after this amount of time you can t start the program There is a limit of max 100 tasks In the full version up to 100 000 tasks tables can be The demo version is limited to five users Install the demo version by double clicking on the file SETUP EXE After a few seconds an installation wizard opens that guides you through the installation 10 This program install Easy Planning 7 fou should exit all other Windows programs before running setup WARNING This program is protected by Swedish and international copyright law type legislation Unauthorized copying or distribution of this program or parts of it can result in fines or imprisonment
107. y Search for tasks last changed by this user name Last changed Search for tasks changed after this date time Format Date or Date Time eg 2013 03 25 12 00 all tasks changed after this date 71 Searching Shortcut CTRL B Find tasks 72 Search tasks via menu Edit Find A search window appears where you can enter all or parts of a text Search is done in the following fields Task name Work order Order ID Project Project No If you get a hit the task been highlight if the table is in the current schedule Find Kenneth Modig Find what Cancel Found 1 Fig Find tasks Import tasks You can import tasks from external system via text files The import is done according to the import guide below where you choose file field separator and then mapping columns in the text file to fields in the database You can save a mapping in order to be reused again Import Guide Tasks A EW This guide will help you to import tasks From a text File Data in the text File must be in text Format with each record separated with an linefeed and each field is separated with an character as Field delimiter Select file C Import Oversikt Aktiva arbetsorder 121211 082338 INST skv Field separator Tab Semicolon Comma Other First line contain field name Set Auto Completed Category All days Only C Overwrite data Functions You can map a field to lt Table
108. y making a compression since the data will be packed together without these gaps after deleted tasks Another reason to compress the database is to repair the database This shall be done if an error occurs that invites you to make a compression If problems are with TIDPLAN MDB use the separate button for compression of this database Tidplan mdb is used to save the resources profiles v TIP If you make a compression regularly you can increase the total size of the database and get a faster system 99 Maintenance Backup database To create a copy of the current database click Backup see picture below the file is saved in the same catalogue as the database files with the extension BAK 3 Naa aaa TIP You should make a backup regularly for preventive purposes in case of a disc crash virus etc Storage of the backup should be on another server or another media Delete older tasks To limit the size of the database there is functions which delete tasks that are older than a specified year or limit Deleted tasks can t be recovered Choose between 3 months 6 months 9 months last year and several years back Choose a limit and click Delete Tasks that have end date newer than the previous year can t be deleted This is to avoid that you delete all tasks by mistake After this action you need to make a compression of the database Maintenance Project Adm
109. y or by choose a date in the calendar see figure at right 26 3Today 15 11 2012 31 eee Tasks Category If you want to search in filtered lists for example on all courses choose a category for the task according to the list you have added earlier Priority You can filter by priority also multiple choices Default is 5 I highest 9 lowest For priority 1 there is a red arrow and for priority 2 a blue arrow in front of the task name in the Gantt Chart Locked Mark locked if you don t want to be able to move the task A task that has a locked date is marked with a squared chart A locked task can only be changed by the person who locked it or if you log in with Admin password Otherwise you can only see the task as read only in the form Edit task Include weekends A marking which means that Saturday and Sunday is counted in as working days For an action to start in a Friday and finish on a Saturday you need to mark include weekends All day Remove the marking All day if you want to add an appointment with time of day Enter time and mark reminder if you wish to get a reminder The reminder function is activated even if you work with other programs provided that Easy Planning is running Action list When you add a task which is going on for a longer period you can use the marking Action list Instead of showing a long chart the task only shows an end marker in image and print Action list Budget work thu 12 11
110. you have categories you do not want to sync with Outlook you enter these categories here If there are several names they shall be separated with semicolon Take for example that you have service that you do not want to sync to Outlook select the category Service then these tasks will not be synchronized 82 Sync Master Program Sync Master can handle the sync automatically This program is an extension to Easy Planning as a separate program that you install on the server The program is running by Task Scheduler and syncs users calendars via Exchange Sync Master 2 5 Easy Planning Outlook startdatum Aktivitet LastMod me _ Startdatum aktivitet lastMod me_ 2013 01 07 Project meeting 2012 12 23 18 49 21 2013 01 08 Siemens Stockholm 2013 01 06 14 52 56 2013 01 08 Program test Exchange 2012 12 23 18 49 21 2013 01 09 Tunstall Malm 2013 01 06 14 29 14 2013 01 08 Circulation pump faulty 2012 12 23 18 49 21 2013 01 08 Siemens Stockholm 2013 01 06 14 52 56 2013 01 09 Tunstall Malm 2013 01 06 14 29 14 Synkar tabell Thomas Sark TTT TTT Antal m nader 1 2013 01 06 15 11 26 Thomas Synk Outlook 14 0 0 6125 Settings Sync Master is integrated with Easy Planning as both settings and results are controlled from Easy Planning The settings for Sync Master is done in menu Tools Outlook Setup Sync Master The Settings tab can only be showed for users with permission level 5 si Last All E
111. you link the tasks every change you make to the previous task affects the next task which affects the next one and so on Note that you can also move a project with drag and drop on the project line Only the tasks that are still active will be moved not completed Lo pErawspec po Programmering O hDokumentation Release A link is showed as a line between two tasks which are connected with an arrow The arrow indicates that this task has one or more previous tasks Number of days between those tasks remain if you move the previous forward or backward eventual delay will be compressed at first which means if it is 2 days between two tasks those days will disappear when you move forward If these days shall remain you need to enter a delay lag time m EE Some tasks may need to be finished before other tasks can start You can use Finish to Start FS which means that task B will not start until task A is done To create a link 1 Mark the task that is going to have a link A Click on the bar or in the column Task name on left 2 Press and hold CTRL and mark the next task B 3 Click Add Link 4 A link will be created between the two tasks To delete a link 1 Mark the task that has a link which shall be removed the task with an arrow 2 Click Delete link 3 The link will be deleted Or you can remove a link by pressing F7 and under the Previous tab mark the line link that you want to remove and

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