Project Planner OSX version 1.3 User`s Manual
Contents
1. Project Planner OSX version 1 3 User s Manual Contents Produc CEO oM 3 De NAAT VN TNO steden eternet eneen bake II E 4 Zl Overview OE the WINDOW dede aniee head aise adds 4 ORG on Oa tdo dida 6 PIM Ne C OOI A eee eRe ee mete ne ere dee A A A 7 DED UB A A 7 PS NO 0 A O aea a a heap A 8 A A NNN eee de ehehe see 11 Zo Resources chart LOOID ri loca 12 ASIA ES A O O eae 12 2 AS Chalo A A A A SS 12 2 MASK VISAS AA id 13 a Rhebbetn entente 14 NL o 14 Se A A nnee oe a 16 Z RESO WIN OW enea o ida 19 a Day allocations WIT OW antennen A A ee es 20 DD ELO EE 21 Sm portant BEDOEL ERR at tron genre A RIC Rien an i a ete ee 22 ONE LN 23 od ld A ART MOP ane Re OER On TNE A a ae Tee aE SS 23 ee Pel Denu Canda ees iio 24 O PDE RECHO ida 25 PIC OMUACL OMA HO ee nen E a E O 26 SECOM AON eeraa E E Aenundheeeo enen don 27 Page 2 1 Introduction Project Planner is a project and task planning application that makes it easy to keep track of multiple projects and tasks Project Planner is the mac version of popular iOS applications Project Planner and Project Planner HD Project Planner allows you manage your projects In every project you can add many tasks grouped in phases and finished by milestone You can view your project on Gantt chart in hours days weeks or months scale Major features viewing your tasks as a list and Gantt Chart editing task directly from Gantt Chart creating dependencies between tasks updat2. General preferences Chart section contains the following list of parameters e Show frame around task this option allows you to show permanent frame around tasks on Gantt Chart Frame is drawn in task color and allows to recognize task color if task has no progress e Highlight the current day this option allows to switch on drawing yellow bar in the background of Gantt chart for current date e Show ISO week numbers in the week mode this option allows to show standard ISO week number in the header of Gantt chart in the week mode PPF File section contains the following list of parameters e Save all resources do not use with 10S version when you uncheck this option Page 23 application will save only resources assigned to at least one task This option is necessary for compatibility with 105 version of Project Planner If you don t use this application you can mark this checkbox and all resource will be saved Page 24 6 2 Default Calendar This view allows you to define the default calendar of application This calendar is used as a base when you create new project 600 Default Calendar Calendar Working days First day of week poniedziatek Monday M 16 00 Setall days Holy day Tuesday M 8 00 16 00 Clock type 24Hour al Wednesday M 0 00 16 00 Thursday A 16 00 Friday 500 Saturday 8 00 16 00 Sunday 8 00 16 00 Picture
3. 19 Default calendar This view allows to define working days working hours etc On this view you can e choose working days by setting check mark e set working hours for every day separately by pressing hours buttons you can also copy monday setting to whole week by clicking Set all days button e set first day of week you can choose any day this day is marked in red color on gantt chart e set week holy day day off in your culture e set calendar clock type you can choose between 24 and 12 hours Page 25 6 3 PDF Report The view of the configuration of the PDF report enables defining which from given elements are supposed to be placed in the report generated by the application PDF report Gantt Chart V Title Page Divided into pages Kl Print creator Kl Chart Mj Project Page M Task Pages Picture 20 PDF Report preferences The user can determine appearing of the following elements e Title page o Jf on title page will be printed application name e Chart picture containing the chart on the chosen timeline scale e Project page table containing comparing all information about the project e Task pages set of tables containing a summary of all information of all tasks in the project e Gantt chart divided on the pages Page 26 7 Contact information All informations about Project Planner you can find on product webpage http ProjectPlannerOS X peritum net If you would like send us comments
4. Jack House y Equipment planning A Jack House A Michelangelo y Construction phase y Foundation building A George Brown A John Black XL John Silver Picture 9 Task usage chart Page 13 3 Editing windows 3 1 Project window aca tu My house building project Project Leader O O A Agrobex SA Sd 08 02 2009 oO DASS 26 07 2009 Budget 120 00 Calendar Working days First day of week Monday amp 16 00 Holy day Tuesday Ej 16 00 a 24 Hour Wednesday 16 00 Thursday Ej 16 00 Friday EJ 16 00 Saturday E 16 00 Sunday E 2 00 gt Date Name 14 02 2006 14 2 2006 22 02 2009 22 2 2009 Picture 10 Project window For every project it is possible to determine e name of the project text field e manager of project text field e client s name text field e starting date of the project date field e project end date date field e budget of the project number field Page 14 notes concerning the project note type field on Notes tab Project Name My house building project Project Leader Client Start Date O End Date ja Budget Calendar MTS Picture 11 Project window notes field Project window contains also project s calendar This section allows to define working days working ours etc On this section you can choose working days by setting check mark set working hours for every day separately by pressing hours buttons you can also copy monday setting to who
5. architecture oo Prepare construction doc Agreement on architectur y F Interior design Furniture selection Equipment planning Construction phase Foundation building Ground Floor building First Floor building Roof Connect to communications Construction completed I Milestone y PY Decoration phase aaa Walls ema Furniture Bring your family here Picture 2 Gantt chart Gantt chart view in Project Planner contains a few sections e toolbar e list of tasks e buttons changing scale of the timeline you can choose between hours days weeks and months Page 6 e chart with drawn tasks All this sections are described below 2 2 1 Gantt chart toolbar Toolbar on the Gantt chart contains a few buttons allowing editing and connecting tasks Add Task Add Milestone Remove Task Move Left Move Right Connect tasks Scroll to task Picture 3 Toolbar on the Gantt chart Using this buttons you can e first button Add tasks creates new empty task called Untitled task and opens Task Editing Window see Chapter 3 2 e second button Add Milestone creates new empty milestone and opens Task Editing Window see Chapter 3 2 e third button Remove task removes selected task or milestone e fourth button Move left removes task from his summary If task was last subtask of summary this summary will be converted to task e fifth button Move
6. feature requests or report a bug you can send email to support peritum net or use our Issue Tracker http tracker peritum net You can also find us on Facebook http facebook com ProjectPlannerOSX and http facebook com Peritum Net and on Twitter peritum Page 27 8 List of the illustrations List of Picture 1 Picture 2 Picture 3 Picture 4 Picture 5 Picture 6 Picture 7 Picture 8 Picture 9 Picture 10 Picture 11 Picture 12 Picture 13 Picture 14 Picture 15 Picture 16 Picture 17 Picture 18 Picture 19 Picture 20 the illustrations NE rR e a eon ener aa Ee CEE Neon eI Wan Ween Ew a ERTS Ren PIE Santa nT ON ete eta name om Creme 4 Gant eha Baretta IN A 6 Too Hey oe a ya tantra CWE TP RDC WP vende nac eenen 7 Gante chart 1 days MOUS ann eenderde T E EA 8 Gantt Care MV hours IMO Oe illa acc daba 9 Ganttichart TIN Weeks MOUS unica AA EA ETSE 9 Gantt Chart m montas Mode A A 10 Resource CUA A aaa 11 WASIOUISASCC NAR nen aoa cenit aatast aie autanin se eascysaaveedueneiysegedouaeeadeatan iesieageenacanaonnesuins 13 Pd o 14 Project window NOLES a 15 Task window With alMoeatons 1ADis nt 2 once discal eee 16 Task Window Predecessors tai denen aaseters 17 Task Window SMOS LAD entente nadeel cidade 18 Resource WINDOW nanne ede ane te et 19 Dar AOC ATOMS WAA MW deta everest 20 PIE Le E I eenderde bes 21 General PECLCTONCES eere neee ene aen Ir 23 Detaulticalendata sind iii 24 PDE Report prerere
7. of the resources in time Chart contains list of resources defined in the application and chart of the daily load of the resource Loads greater than 100 are indicated in red loads lesser or equal 100 are indicated in green Detailed list of allocations assigned to resource in particular day you can open by double clicking on load field on the chart After this operation new window Day Allocations opens Application allows to print Resource Chart to do this choose option File Print or press cmd P button Page 12 2 4 Task usage view The task usage view displays useful information about all the tasks in a project Through this view you can see how much time any task will take which resources are assigned for task and how much time any resource spend on this task My house building project colors ppf Edited Resources assigned to task Summarized time utilised for specific task A bes a aS ie Charts Er Gantt Chart ly house building proj fro Time utilised for specific task 2 Resources Task Usage Reports Project Report fafthit 12 8N 128h 128h 128n 12 8n 12 8h 128nplesn 128n AL Jack Houte 48h 48h 48h 48h 48h 48h 48h Jaen a 4 8h A Michelangelo Bh 8h 8h Bh 8h 8h Bh y Prepare construction documents A Michelangelo oy Agreement on architectural plan A George Brown A John Silver y Interior design y Pre design A Jack House A Michelangelo y Furniture selection A
8. 0 8 ja Duration 15d Oh Om eee 16 03 2009 07 00 ja Priority Completion 25 50 Allocations MMC eae Task Delay Create draft of architecture Od Oh Om Picture 13 Task window predecessors tab Page 17 IES UGH Create draft of architecture See 09 02 2009 07 00 ON Duration 10d Oh Om End Date Priority Completion Allocations Predecessors Pinin 123 Nate in the task Picture 14 Task window note tab Page 18 3 3 Resource window Resource window allow to edit new or existing resources Peres AE ae Jack House Contact jack house myselfllc net 0044 077345456 erie 50 00 zt o AAA A Per Hour Allocations Task Role Create draft of architecture Architect Equipment planning Projektant Furniture Projektant Furniture selection Projektant Pre design Projektant de dk dk de dE de dk dk de dk KISS LSL Picture 15 Resource window For each resource can be determined e name text field e contact text field e phone text field e cost cost of use work resource in the unit selected below number field e cost type unit of costs list field possible values Per Hour Per Day Fixed In addition you can edit the list of tasks allocations allocated to the resource For each allocations listed shows its e task name e role which plays the resource in the task e resource load in task e Check box flag i
9. aries as a bar with triangles at the ends e tasks as a bars with fulfillment marking a task progress e milestones as a diamonds Every task 1s drawn in color chosen in Task Window As any addition is possible to choose to draw a frame around the task This option is available in application s preferences on the General Preferences tab Day off p Holiday Day Working day marzec 20 B 10 1 12 13 14 15 16 17 18 19 Picture 4 Gantt chart in days mode The days mode is a primary mode of the application In this mode background is splitted to single days organized in weeks and months Days off are marked by gray background holidays are marked by red font color in day number If day 1s off or not you can choose in project s calendar Page 8 DEW ae a 13 Picture 5 Gantt chart in hours mode 315 16 22 231 26 315 1622 23 29 30 5 612 13 18 Picture 6 Gantt chart in weeks mode Page 9 Hour Day Week luty marzec kwiecie maj czerwiec lipiec Picture 7 Gantt chart in months mode All charts allows several operations e double click on the task opens Task Window e grasping the task allows to move this task e grasping the edge of the task allows to change task start or end date Application allows to print Gantt Chart to do this choose option File Print or press cmd P button Page 10 2 3 Reso
10. ing progress of task to keep track adding resources and costs to tasks with additional Resources and Task Usage charts importing and exporting projects in ppf format supported by Project Planner Project Planner HD and Project Planner Viewer exporting reports in PDF format readable in Adobe Reader OSX Preview and all full pdf compatible readers Page 3 2 Main Window 2 1 Overview of the window 6006 lj My house building project colors ppf yr Toolbar ar de So p J Chart a hat Add T sk Add Milestone Remove Task _ Move Le ft Move Right Connecttasks Scroll to task ibid in ee hamke EEn EPR d i al AAA RANES EAS ATEOS oen My house building project Hour e Week Month Gantt Chart Ar Resources JE AR le lo 10 11 12 13 44 45 16 17 18 19 20 21 122 23 24 25 26 27 labi 2 a 4 Reports architectural design h L Task Usage pal Project Report mm Create draft of architecture lm Prepare construction docu Agreement on architectural kh op r Interior design Pre design Furniture selection Equipment planning Construction phase Foundation building Ground Floor building First Floor building Roof BREED EEND KA Connect to communications Construction completed PN Decoration phase mm Walls mm Furniture el Bring your family here N List of items Picture 1 Main window Main window of P
11. le week by clicking Set all days button set first day of week you can choose any day this day is marked in red color on gantt chart set week holy day day off in your culture set calendar clock type you can choose between 24 and 12 hours In table below you can add extra days off like holidays or vacation All this days will be shown with grey background on Gantt chart Page 15 3 2 Task window The task constitutes the basic component in the process of managing a project For each task you can specify PEt ME MR Create draft of architecture Sed 09 02 2009 07 00 ON DE Duration 10d Om A 23 02 2009 07 00 O Priority Completion 25 50 A Predecessors Notes Resource Role Cost Cost Type Load Resp Jack House Architect gt 80 00 Per Hour 60 Michelangelo Excavator operai 20 00 Per Hour 100 Ad Picture 12 Task window with allocations tab e task name text field e starting date of the task datetime field e duration of the task duration field e end date datetime field this field is automatically calculated from start date and duration e priority of the task list field with values low normal high e progress of the task progress slider e color of the task color well There are also three tabs on the task window On this tabs you can specify e allocations e predecessors Page 16 notes concerning the task LE ate Prepare construction documents ee erica 23 02 2009 07 0
12. nG Snorra a E NAN 25 Page 28
13. ndicating if the resource is the task coordinator responsible person Page 19 3 4 Day allocations window Days allocation window show list of the allocation allocated to specified task in specified day This window can be shown from Resources chart by double clicking on load field Pre design Projektant Picture 16 Day allocations window For each allocation listed shows its task name role which plays the resource in the task cost cost type resource load in task Check box flag indicating if the resource is the task coordinator responsible person Page 20 4 PDF Report Option PDF Report allows to create full report of project progress You can create report with Gantt chart with three different timescales days week and month hour timescale is not available in the report Content of the report can be configured in application s preferences on the PDF Report tab see Chapter 6 3 My house building project colors ppf Edited e Charts Gantt Chart Js Resources E Task Usage Reports pa Project Report My house building project Report Picture 17 PDF Report The PDF Report window allows to view generated report also it s possible to print it using toolbar icon or standard key shortcut cmd P Is s possible also to save generated report to user s documents using option File Export PDF Export Page 21 9 Import and Export Applications allows to import and exp
14. ort data in gan format supported by Gantt Project available on OSX Windows and Linux This function has some limitations Project Planner imports all dependencies as hard and end to start and exports tasks without colors settings This option can be use to exchange data with old versions of 1OS Project Planner Project Planner HD prior to version 3 0 of Project Planner and 2 0 of Project Planner HD We strongly recommend to use native PPF format to exchange data between all your 10S OSX devices Only this format supports some task details like increase precision of the duration or task colors Import is available in main menu option File Import Gantt Project file you can import selected file only to empty new project Export is also available in man menu option File Export Gantt Project file saves current project as a gan file There is also an option File Export PDF Export which generates PDF Report see Chapter 4 Page 22 6 Preferences 6 1 General Preferences General preferences window is divided into two sections e Chart section containing preferences of the Gantt chart e PPF File section containing settings of the own file format General a neral Default Calendar PDF Report Chart Show frame around task Always a _ Highlight the current day Show ISO week numbers in the week mode PPF File A Save all resources do not use with 05 version Picture 18
15. right adds task to summary if above of selected task is regular task which is not a part of any summary this task will be converted to summary and selected task will be added to this summary as subtask otherwise selected task will be added to summary of task above e sixth button Connect tasks creates connection between selected tasks and task which you select after choosing this option To break this process click this button again or press ESC button Connections can be removed in Task Editing Window e seventh button Scroll to task scrolls gantt chart to selected tasks 2 2 2 List of tasks List of tasks contains all task added to project For all task are displayed task name and icon represented task type List of tasks allows some basic operation on task e by double clicking you can open Task Window e by moving you can change order of tasks and add or remove task to summary e by right click on the task you can open pop up menu with three options o Edit task opens Task Window Copy task creates copy of selected task o Remove task removes selected task Page 7 2 2 3 The chart As stated in beginning of chapter 2 2 Gantt chart is nowadays standard way of presenting dividing tasks in the project All created tasks are presented on the background of the timeline which can be scaled as hours days weeks and months Task summaries and milestones are shown according to standard gantt notation e summ
16. roject Planner contains a few sections e Sidebar contains all available charts and reports by clicking element you can switch to selected chart e Toolbar contains buttons for editing element on charts The content of the toolbar changes when changing chart e Chart contains graph of items e List of items it changes every time you change chart Page 4 e Project section this section is available on every chart but on on the reports Section contain Project Name and overall progress of the project You can open Project window see Chapter 3 1 by clicking on this section Page 5 2 2 Gantt Chart A Gantt chart is a graph applied mainly in the project management Gantt charts illustrate the start and finish dates of the terminal elements and summary elements of a project It is nowadays standard way of presenting dividing tasks in the project The Gantt chart is presenting the list of tasks from selected projects on the timelime It is possible to choose scale of timeline in hours days default option weeks and months 8600 My house building project colors ppf Edited e e PEN Toolbar 2 x aim rete CEROS 5 a wtb en nt sk ent r AA MN J A TAM y A oe x _ My house building project Gantt Chart a Resources E Task Usage le 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 1 Reports Architectural design penn Project Report eau Create draft of
17. urces chart Resources chart is presenting the load of the resources in time Chart contains list of resources defined in the application and chart of the daily load of the resource Loads greater than 100 are indicated in red loads lesser or equal 100 are indicated in green 600 My house building project colors ppf Edited a Day with load more then 100 PEELEN ee kesoi a Charts Ee Gantt Chart J Resources Task Usage George Brown ae Lt oon 100 1008 John Black John Silver Michelangelo Peter Green Tom White Picture 8 Resource chart Reports a Project Report Resources chart contains a few sections e toolbar e list of resources e chart with drawn load of tasks All this sections are described below Page 11 2 3 1 Resources chart toolbar Toolbar on the Resources chart contains only two buttons This button allows you to e first button Add Resource creates new resource and opens Resource Window e second button Remove source removes selected resource 2 3 2 List of resources List of resources contains all resources defined in project For every resource on the list 1s shown it s name The list allows sorting by clicking in list s header On the list you can open Resource Window by double clicking in any item 2 3 3 The chart Resources chart is presenting the load
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