User`s manual
Contents
1. Timeline Legend Plugins visible elements in timeline J year J month J week number v date weekday V hour M highlight today s date weekend days SB e Ti T Mon Tue Wed Thu i Sat hide weekend days z shade weekend days working hours start of the day end of the day 17 00 time format e 24 hour dock 12 hour clock apply Changes Im close 11 Tip when you start creating your schedule determine carefully the schedule type the working hours and weekdays to use Changing these settings after you have created your complete schedule is possible but can lead to a loss of information and or unexpected results How Two examples Example 1 In a day schedule the smallest step size is half a day In a week schedule the smallest step size is half a week So if you change your schedule type from a day schedule to a week schedule an activity with the duration of half a day will be rounded up to an activity of half a week A June Ye 24 25 26 27 28 29 30 31 32 Done v Original schedule all activities follow up Same schedule type changed from day to week Now all activities overlap Example 2 Say you have a simple day schedule with Monday Tuesday Wednesday Thursday and Friday as workdays And there are two activities step one and step two They both take five days to complete and step 2 should start after step 1 is finished So the schedule could lo2. Choose File No file chosen max file size 150 kb max width 185 pivels file types jpg gif png and bmp Recently used logos DJ 14 9 Plugins If Tom s Planner is to basic and you are in need of some advanced features Have a look at the plugin section Just click on the settings amp plugins button in the top toolbar and select the plugin tab in the window that appears Settings Timeline Extend Tom s Planner We have kept Tom s Planner as simple as possible To fit your own Legend individual needs you can turn on off the more advanced parts of Tom s Planner in this section Plugins v Reference date line EA Show total duration in group headers ov Special columns lJ Start date _ End date LJ Duration You can add or remove advanced features yourself For now the number of plugins is limited but we are working on extending them Reference date line The reference date line is a black vertical line in your schedule that can represent whatever you like A deadline in your project your current progress or some special date You can drag the date line to the left or to the right with your mouse 15 To turn the reference date on or off just click on the settings amp plugins button in the top toolbar and select the plugins tab Total duration in group headers If you collapse a group this plugin shows you with a pattern where you have activities and milestones planned in t
3. Definition stage First scan Or Paul Jones T Ok 4 7 11 0 00 12 7 11 0 00 Report Tom Smith Ok 4 7 11 0 00 12 7 11 0 00 Problem defi Tom Smith Ok EF a Cut a6 X Paste a6 V Paste Special V Look Up gt Tranclata copy the contents of cells in Excel Import data step 1 Enter your data here COPY PASTE the content of your spreadsheet HERE R Undo Cut Copy Paste Delete Calact All paste the contents of excel cells into Tom s Planner Step 2 After you have pasted the data into Tom s Planner you will be asked if you want to create a new schedule with the imported data or if you would like to add it as a new group to your existing schedule Step 3 In the third step you can match the different columns in your spreadsheet with the columns in your Tom s Planner schedule Tom s Planner will make a best but do review these settings Import data step 3 Proposal Paul Jones 30 6 11 0 00 2 7 11 0 00 Market scan Interview focus group Paul Jones 2 7 11 0 00 4 7 11 0 00 Definition stage First scan Paul Jones Tom Smith Ok 4 7 11 0 00 12 7 11 0 00 Rennrt Tam Smith Nk 4 741 wnn 17 7 11 MNN C use top row as headers Back mpor make sure that every column will be imported correctly 17 Import CSV files Importing csv files is the same as importing Excel files However you will be able to upload your csv file directly instead of having to copy paste the file contents into the tool Export
4. A label period D insert new symbol G insert comment ie copy period SS remove period After you have inserted a new comment a small red triangle will appear in the right top corner of the period Hover you mouse over the period or clicking this red triangle will open the comment 4 5 6 9 10 azra period with a comment To remove a comment from a period right click the period and choose remove comment from the menu that appears You can t print comments yet Dependencies Activities can be dependent on each other An example activity B starts when activity A is finished If activity A takes longer activity B will start later Tom s Planner does not have an option to add automatically updating dependencies to your schedule as you might know this from the often overly complex mainstream project management applications However in Tom s Planner you can manually set temporary dependencies This is done by selecting multiple periods and symbols at once You can do this by keeping the shift key pressed when you click on various periods and symbols or by dragging your mouse over the grid After selecting multiple periods and or symbols they are temporarily linked and you can drag them all at once to a different position A typical update of your schedule would look like this the first blue task takes two more days so we extend the period by dragging it s right border to the righ
5. are stored locally When you want to open a schedule click on the open schedule button in the toolbar The My schedules window will open My schedules online schedules local schedules name last change access another example last modified another example 17 6 2011 13 13 is owner l demo schedule 30 6 2011 18 27 is owner project plan schedule 17 6 2011 13 17 can edit you change last modified by showcase user bookmark https tomsplanner com t n doc fSRNDbtpPidPysFiiFVy Your online schedules will be listed on the left side You can select one by double clicking or selecting and then clicking the open button at the bottom of the window If you want to remove an online schedule click on the my schedules button in the tool bar select the project and click on the delete button Be sure to save this project offline first If you want to open a local schedule click the tab local schedules Here you can upload schedules from your computer To change the name of an online saved schedule you have two options you can change the name in the settings menu on the right side of the window or choose a different name when Saving the schedule On the right top corner of the my schedules window detailed information is displayed about the selected schedule You can see who the owner is when it was last modified and who modified it You can also add notes or details to the schedule file You ca
6. size is fairly small It has been a choice between making the schedules as compact as possible to enable the best overview of your project and usability We do get questions on how to increase the font size on regular basis so we are aware of the problem It s on the To Do list to enable the setting of the font size We found that the text is significantly better readable on Apple s macs and laptops How can I transfer my account to someone else You can change the email address that is being used to login yourself Just click on the my account link in the right top corner of the tool after you have logged in and change the email address To change the payment information please send an email to tom tomsplanner com We will stop the autorenewal of the account and when the account is about to expire the new user will be promted to make a first payment and enter their payment information How can I transfer schedules to another account If for instance someone else becomes the project manager of one of your projects you can transfer your schedule to the Tom s Planner account of the new project manager To do this just click on the my schedules button in the toolbar and select the schedule Then click on the change link in the owner section and follow the instructions rcess name another example last modified 17 6 2011 13 13 _ owner you change last modified by showcase use a Sa wher edit notes nn 25 App
7. to MS Project Your schedule will be exported to a xml file which can be opened in MS Project after opening this file in MS project only one of your columns on the left side of your schedule will be visible You can make the other columns visible as well by following the following instructions MS Project 2003 amp MS Project 2007 First click on insert in the top menu and select the column option in the menu that appears New Task Recurring Task Project Drawing Hyperlink Ctrl K In the window that appears scroll to the column types Texti to Text10 Selecting the first types will make your other columns appear 18 MS Project 2010 In MS Project 2010 right click on one of the visible columns in your Gantt chart and choose the Insert Column option in the menu that appears rivVpecriiics JLIICuUuUIC Duration Start i __Mon 8 11 10 Copy Mon 8 11 10 paste Fri 12 11 10 Paste Special Tue 16 11 10 Wrap Text Wed 17 11 10 Hide Column Font Then scroll to the column types Texti to Text10 Selecting the first types will make your other columns appear Properties Sche e Task name Aode ra Task Calendar GUID cumentation Task Mode gt TCP MS project doc Texti Resour D Text10 i Snapshots G Text11 PDF Text12 i Text13 In too Text14 19 11 Sharing and collaboration There are different ways in which you can share amp collab
8. a attention you want Fase in progress B remove symbol B insert new symbol Projectname Showcase Tom splanner Fase completed Meeting team Date 06 02 2008 p m Client side Report management Comments This is a dummy can experiment 1 1 Go no go insert new project data s extra attention Final delivery remove project data n progress Draft report insert and remove project data in a legend Version live Briefing next stage rting point idiine Version live Briefing next stage Starting point deadline You can rearange the order of the elements in the legend with drag amp drop You can also drag elements from the legend into your schedule i 13 8 Logo You can add your own logo to your schedule Just click the schedule settings button in the button bar and click the legend tab in the window that appears All previously uploaded logos will appear in the logo list This enables you to reuse the uploaded logos for other schedules You can remove a logo from the list by right clicking the logo in the list and choosing remove logo from list option in the menu that appears A logo file can have a maximum file size of 50 kb a maximum width of 185 pixels and its file type should be jpg gif png or bmp If your logo is not visible in the legend please check the checkbox show logo in legend Settings Timeline Legend MJ Show Logo in legend
9. aui ask me where to save files Add ons Change preferences for your add ons Manage Add ons 28 step 3 Switch to the Applications tab and search for the text document item in the list When there is a text document item mark this item by selecting the save file option in the select box 2 Always ask MIDI file Use QuickTime Plug in 7 6 2 in Firef mailto A Use Thunderbird default JSON file 2 Always ask JPEG Picture 2 Always ask JFax TIFF Use QuickTime Plug in 7 6 2 in Firef itms 2 Always ask FLIC Animation Use QuickTime Plug in 7 6 2 in Firef Excel Spreadsheet 2 Always ask a DMG file 2 Always ask Comma Separated Vars 2 Always ask AVI Use QuickTime Plug in 7 6 2 in Firef ASCII Text a AIFF Sound Use QuickTime Plug in 7 6 2 in Firef You have chosen to open blank txt which is a ASCII Text from http 10 211 55 5 What should Firefox do with this file O Open with Save File Nee this automatically for files like this from now on When there is no text document item just try to save a Tom s Planner file and check the option do this automatically for files like this from now on in the save dialogue 29 Appendix C Trouble shooting 1 The timeline doesn t align with the grid in the chart area When your timeline and chart area don t align you are probably zoomed in or out in the browser It will look lik
10. e this To go back to the normal view in Firefox click ctrl amp O or go to view in the browser menu then click zoom and choose reset In Internet Explore just click ctrl amp or ctrl amp depending on if you are zoomed in our out This should solve your problem 2 In Firefox the timeline isn t displayed correctly If your timeline isn t displayed correctly this probably has to do with the font size of the browser You can adjust this by choosing tools in the menu of the browser than choose options In the popup menu go to content and select under Fonts amp Colors advanced options Here you have to adjust the minimum font size to none Minimum font size None eee E eee eRe Renee 30 3 The right click menu is blocked by another browser window in Firefox If you can t access the right click menu because a browser menu is blocking it you ll probably have to adjust the configuration of the browser Back Forward ia Reload Stop Bookmark This Page Save Page As Send Link View Background Image Select All View Page Source View Page Info Ch Inspect Element ScreenGrab gt 2 Con ira Wel Go to the address bar in the browser and type about config and click enter This warning will appear i This might void your warranty Changing these advanced settings can be harmful to the stability security and performance of this application You should only cont
11. e you will need Adobe s PDF reader which you can download here for free To get the highest print quality you can also export your schedule to an image and print the image directly Just click the import amp export button in the toolbar and select the image file option 14 Ipad amp Iphone Tom s Planner is compatible with the iPhone and iPad There is no need to download a app Just open Safari on your device and go to www tomsplanner com and you are good to go There are some small differences between the PC version and iPhone iPad version though 1 To access the menus you now need to do a long click instead of a right click For instance if you want to change the color of a period just press with your finger on the screen for at least one second at the location of the period and a context menu will appear 2 On the iPad amp iPhone you can zoom in and out using the pinch gesture or by double tapping the screen Pinch to zoom in and out 3 You can t upload files on an iPad or iPhone so importing ms project and csv files will not 23 work 4 Be sure to be totally zoomed out when you are trying to drag select multiple elements in your schedule otherwise your swipe gestures will scroll the schedule instead 30 2 3 4 5 6 9 10 21 12 13 16 17 18 O am gt gt p e n An Dragselect multiple elements 5 After exporting your schedue to an image this image w
12. eady have periods listed in your legend you can drag amp drop them directly into your schedule With drag amp drop you can change their start time date position horizontally in the grid and the duration width of the period If you right click a period you will be offered the option to change the color of your period and add a label to it The colors you use will automatically be added to the legend A label period B insert new symbol G insert comment D copy period W E remove period BEREEE HE add a label or change the color of a period If you want to move more than one period at a time you can select multiple periods at once by holding the shift key down and clicking the individual periods in the grid You can also select multiple periods by dragging your mouse over the grid 9 10 11 12 15 16 17 18 19 22 oe pri _ Symbols Symbols can be used to mark certain points in time like a milestone in a project You can choose from a wide variety of symbols To insert them right click the grid and choose the option insert new symbol If you already have symbols listed in your legend you can drag amp drop them directly into your schedule You can move symbols around the grid by drag and dropping them with your mouse Comments You can add comments to periods and symbols Just right click a period and choose insert new comment in the menu
13. endix A Settings for saving schedules locally in Firefox on the PC step 1 First open the Firefox settings panel File Edit View History Bookmarks Help 7 gt A Web Search a Most Visited __ Getting Started a i g Project planning software to cre Ctrl K Downloads Ctri J Add ons Firebug Ctrl Shift J t m S Error Console Page Info Start Private Browsing Ctrl Shift P Clear Recent History Ctrl Shift Del Ra e amp amp cg Project stag Resources Definition _ Mame Concept Name Design Mame In progress Sketching Lars Richards in progress step 2 Then make sure you are on the Main tab and check the option Always ask me where to save files a nmn Main Tabs Content pes ales Privacy Security Advanced Startup When Firefox starts Show my home page kas Home Page http start3 mozilla com firefox client fi aaa mozilla Downloads Show the Downloads window when downloading a file Close it when all downloads are finished Savefilesto E Downloads Ki ask me where to save files Add ons Change options for your add ons 26 step 3 Finally switch to the Applications tab and search for the text document item in the list When there is a text document item mark this item by selecting the save file option in the select box Options U 5 amp Main Tabs Content PRE Privacy Security Ad
14. f your embedded schedule by adjusting these two values in the HTML code 21 Embed code Copy and paste the following HTML code to embed the schedule in your website intranet or blog lt iffame src http tomsplanner com embeded id frameborder 0 width 800 height 600 gt lt iframe gt More info on the width and height cS 12 Include in presentations or reports You can export your schedule to an image by simply clicking the Import amp Export button in the toolbar choosing the Image file option and including the image directly into your report or presentation You can also send this image by email to others Import from 13 Printing To get a printer friendly version of your schedule click the print schedule button in the toolbar 22 A print dialogue will appear in your screen that allows you to adjust the print settings of your schedule Print Date range Color settings complete schedule full color part of schedule Q printer friendly Page format Page orientation _ AA OC portrait C landscape Number of pages print on 1 page zoom to fit print on multiple pages Gama Cannas Click the print button and a new browser window will open which will load a PDF file containing the printer friendly version of your schedule Loading of this PDF file might take a while but should not take longer than 60 seconds To open the PDF fil
15. h for example a Word or Excel file Tip The browser Firefox tends to download files to your default download folder This is not ideal since each project probably will have its own folder on your computer If you want to determine where on your hard disk your schedules will be saved you will have to adjust two settings in your browser This is relatively easy and explained step by step in appendix A and B of this manual Saving online enables you to collaborate with others on the schedule share it online and access it from any computer with an internet connection You ll have all your schedules in one place and auto save will make sure you ll never lose your work If your schedule contains confidential information and you don t feel comfortable storing it on our servers storing your schedules offline is the best and safest option for you The situation might occur that you want to save files online that you have stored locally or the other way around In that case you open the locally or online saved file in Tom s Planner and click the save button in this window you can select to save the schedule online or offline TT T_T_TITLTLLELITLITLLELI iI Schedule name EF schedule name LUA save online save offline more info lun E All projects that are saved online will automatically be auto saved when you are working on them Every minute the last changes will be saved Auto save doesn t work with projects that
16. hat particualr group oe ams 24 25 26 27 28 31 1 Special columns A new schedule always contains three standard text columns on the left side of the grid By turning on the special columns plugin you get access to a number of other types of columns You can add them through the plugin settings panel or by right clicking one of the columns and choosing the insert column option in the menu that appears For now there are three additional column types start date end date and duration In the chapter about the grid in this manual you can find more information on each column type 10 Import amp Export You can import Excel MS Project and CSV comma delimited files and you can export your schedule to an image and MS Project To import or export files just click the Import amp Export button on the toolbar Import amp Export uIP Chate ani aa anlar ar laa an Import MS Project If you choose to import a MS Project file you will be asked to upload a Microsoft Project file the file with the mpp extension and it will automatically be opened in Tom s Planner as a new schedule Import Excel or any other spreadsheet application Importing Excel data is a simple three step process Step 1 Copy the contents of your excel document into Tom s Planner 16 Proposal Proposal Paul Jones Ok 30 6 11 0 00 2 7 11 0 00 Market scan Interview foc Paul Jones Ok 2 7 11 0 00 4 7 11 0 00
17. ic url schedule http www tomsplanner com public As you can see the window unfolds and the first part of the public url is displayed Personify the url by adding for example the name of the schedule You can also add a password to the published version which means that only by entering the password first can the project schedule be viewed Be sure to click save for the schedule to be published It is not possible to edit a published schedule it s read only If you want to unpublish a schedule simple select no in the checkbox and the schedule is removed from the Internet Embed You can also choose to embed the schedule in a website or blog This works the same as for example a YouTube video To embed the project schedule in your website intranet blog or any other Internet environment you click on the embed button and a window will pop up with the html code Copy paste the code to the desired location SEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EE EEE EEE EEE EE EEE EEE EEE EEE EEE EEE EEE EE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE EEE Ee public accessible yes Password sssssss lt embed gt url schedule https www tomsplanner com public showcaseur If you take a close look at the HTML code itself you will find the two fragments width 800 and height 600 You can change the dimensions o
18. ill be opened in Safari If want to add this image to your image collection on your iPad iPhone so you can download it to your computer just click the image for at least one second and choose the option 11 18 AM api aspx 913x554 pixels CO www tomsplanner com api aspx format p April 2011 Ma Status 19 20 21 22 25 26 27 28 29 2 3484 5 6 9 10 11 12 13 12 One finaly note although Tom s Planner works fine on the iPhone we personally believe that the screen is too small to do any serious work on your schedules You should consider the iPhone compatibilty mainly as a good way to consult your schedules on the go If you want to make changes to it we advise you to use a device with a bigger screen 24 15 Frequently Asked Question FAQ How can change the way dates and times are displayed Click on the my account link in the right top corner of the tool At the bottom of the window that opens you can change the date and time settings retype password date amp time Which looks right 13 00 1 00 PM 01 31 2007 31 01 2007 mosa How can I plan weeks months hours minutes instead of days Change the timeline type Just right click the blue timeline and choose the timeline settings in the menu that will appear Also see the chapter about the blue timeline in this manual How can I change the font size You can t yet We are sorry We are aware that the used font
19. inue if you are sure of what you are doing V Show this warning next time I ll be careful I promise Click through it to the configuration window 31 about config Mozilla Firefox File Edit View History Bookmarks Tools Help x E i yy LJ about config _ about config Filter Preference Name accelerometer enabled accessibility accesskeycausesactivation accessibility blockautorefresh accessibility browsewithcaret accessibility browsewithcaret_shortcut enabled accessibility tabfocus In the filter bar enter the following dom event contextmenu enabled In the dom event contextmenu enabled row at the right end it will say false Double click the word false and it will now say true This should solve your problem 32
20. ject stages Resources Status Proposal 7 Proposal Paul Jones Martket scan Definition First scan organiza Paul Jones Tom Ok Nannie Tam Crith fe The label of each column can be edited Just left click on it You can also move columns to the left or right and hide them through the richtclick menu of each column Start date column The start date column shows the start date of the first period or symbol in the row You can change the startdate by just clicking on the date itself tus Start 123 4 5 8 s 12345 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 End date column The end date column shows the start date of the first period or symbol in the row You can change the startdate by just clicking on the date itself a O ali 23 45 02 08 11 iv August 2011 Su Mo Tu We Th Fr Sa 12345 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Duration column The duration column shows the duration of the planned periods in the row itself on the left side and the total duration of a group on the right side You can adjust the duration per row but you can t change the totals Days Total mamn Periods The colored bars in the rows are called periods in Tom s Planner You can add periods to your schedule by right clicking on the grid and choosing the option insert new period If you alr
21. major modern browser with JavaScript enabled on any modern Mac PC iPad or iPhone During development Tom s Planner is continuously tested on Windows XP Windows 7 and Mac OS X Lion using the browsers Internet Explorer 7 and 9 and the latest versions of Google chrome Safari and FireFox The minimum requirements in terms of processor speed and memory are hard to determine We are pretty sure that every computer younger than 5 years will run Tom s Planner without any problems 3 Your Tom s Planner account amp login You will be asked to login when you open the tool To log in you will need a Tom s Planner account which can be obtained by signing up at www tomsplanner com To change your email address password first name last name and email preferences click on the my account link in the right top corner of the tool The window that opens is fairly self explanatory and will also enable you to cancel upgrade and downgrade your account 4 Open amp Save You can save your schedule offline in a text file on your own computer or you can save your schedule online on one of our servers in the cloud When you choose to save your schedule online it will be saved on our servers in the same way as for example your email is saved on the Hotmail or Gmail servers You can access your schedules from any computer anywhere and anytime Saving your schedule locally means that you save it on your own computer or network as you would wit
22. n save your schedule at any time by just entering ctrl s on a PC or cmd s on a Mac on your keyboard 5 Grid Rows and groups The horizontal rows in Tom s Planner are called activities but they could also signify resources or assets in your schedule You can organize your activities in several groups You can insert or remove groups and activities by right clicking the left area of your schedule Project stag Resources Completion 29 2 3 Proposal cS clientside First scan org Paul Jones Tom Sm Ok Concept Wireframes Tom Smith Tom Smith Ctri Enter Sketching Photography remove row Feedback Pa Final design La insert new group Proposal Pa Brainstorm To CENNE A Problem defin copy row s Report Martket scan columns Technicali Pending Pan m oh eek oe m Malan Tacca To sort activities or groups just drag and drop them up or down by selecting them use the shift or ctrl key to select multiple rows groups and drag them up or down by their drag handler on the left side of the row Problem defin Tom Smith aS a GA You can also copy and paste rows or groups within a schedule or between different schedules A typical workflow for copying rows and groups from one schedule to another would be 1 open a schedule in Tom s Planner 2 select the groups or rows you want to copy by left clicking on them with your mouse keep the shift key pressed when y
23. ok like this e208 So a Re re elmitiwitleim t wit e m Schedule in which activities follow up Now say you turn of Wednesday as a work day in the timeline settings dialogue Tom s Planner will readjust your schedule but will not change the start day and duration of all the activities So step 2 now starts before step 1 is finished June2008 iS 13 16 17 19 20 23 24 26 27 30 1 FOM T T FIM T TIFIM 1 ama ana Same schedule Wednesday turned off Now the activities overlap 12 7 Legend You can turn the legend on or off in the schedules settings which can be accessed through the toolbar When you add periods or symbols to your schedule they will automatically be added to the legend You can assign your own label to each color or symbol You can also add or remove colors and symbols by right clicking the legend as follows Projectname Showcase Tom splanner Fase completed Se Meeting team Date 06 02 2008 ah l Report management Comments This is a dummy schedule You Inter can experiment with it as much as Needs E insert new period you want EE lS remove period Version live Briefing next stage Starting point deadline insert and remove periods in a legend Projectname Showcase Tom splanner Fase completed Y Meeting team Date 06 02 2008 m Client side z gt Report management Comments This is a dummy schedule You Intern K can experiment with it as much as Needs extr
24. orate on projects Share If you want to share a schedule with others you have to Save it first My schedules om s Planner New Versic last modified 2 6 2010 20 33 As the owner of the project schedule you can decide to invite others In the settings menu of a project file click the share button to invite team members colleagues and clients Collaborate a mmer O canedit can view create invitation This new window will open Here you enter the name of the person you want to invite select the rights you want to apply can edit or can view and then click create invitation A new window will open with a link Copy the link to an email window and send the invite through email This link is personal and ensures you that you are the only one who is able to invite others and have control over who is able to edit and view the schedule If you want to adjust the rights you have given to someone you can do so in the settings of the schedule by checking the select box behind the team members name If you select none 20 that person is no longer able to view and or edit the project In the top of the settings window in My schedules you can also see who has last modified the project Publish If you want to publish your schedule online and share it with more people than just your team members you check the public accessible box to yes public accessible yesi v password teeeenenee publ
25. ou want to select multiple rows or groups 3 right click the selected items and choose the option copy row s or copy group s from the menu that appears 4 click the open schedule button in the top toolbar and open the schedule you want to copy your rows or groups to 5 the schedule you were working in will be closed and replaced by the new schedule you are opening 6 now you can right click any group or row and choose paste row group and the rows or groups from the previous schedule will be inserted in the new schedule Columns Columns can be inserted moved hidden showed or deleted by right clicking the left area in your schedule or right clicking the header of the columns Project stages Resources Status Proposal 7 Name EA insert new column Martket scan Name j Ay Definition Name on remove column First scan organiza Paul Jones Tom m move column to left i ume Report Tom Smith Problem definitionP Tom Smith move column to right Concept Name Brainstorm Tom Smith Jac cen Wireframes Tom Smith al special columns gt Concept description Tom Smith You can adjust the width of each column by dragging the border between two columns with your mouse Dragging the border between two columns enables you to change the width of each column There are different types of columns When you have disabled the special columns plugin you can only use text columns but when you have enabled the s
26. pecial columns plugin see the chapter about plugins there are various options available You can turn the different special columns on or off in the plugin tab of the schedule settings window or by right clicking a column header and choosing the special columns option in the menu that appears insert new column remove column Pau o Settings move column to left Tom Smit move column to right Timeline A assan We have kept Tom s Planner as simple as possible To fit your own Legend individual needs you can turn on off the more advanced parts of Tom s hide column Planner in this section Plugins wo Reference date line z Show total duration in group headers O duration EA Special columns Lars Richards H start date Jack Jackson Cu endciate Paul Jones right click the column header to turn on special urn ons vecial columns through the plugin settings columns of your schedule Text column When you start with a new schedule it contains three text columns These columns can be renamed and used in whatever way you like For example in this image below the first column is named project stage and is used to describe the nature of the activity the second column is named recources and is used to indicate who is doing the activity and the third and final column is named completion and is used to indicate whether an activity is finished or not Pro
27. t select all the following periods and symbols by simply dragging the mouse over them move the selected items two days to the right with drag amp drop This way of working with dependencies keeps the interface easy to use saves time when setting up a schedule and when updating a schedule it will keep you actively involved in all the consequences of your changes 10 6 Blue timeline To change the layout and settings of the timeline right click the timeline and choose the change timeline option in the menu or click the schedule settings button in the button bar In the timeline setting dialogue you can choose the following Schedule type Available schedule types year month week day hour 15 10 5 minutes This enables you to set a 5 minutes timeline when organizing a day event or a day timeline when for instance planning a 3 months project Visible elements in the timeline Depending on the schedule type you can turn the different elements in the timeline on or off At least one element must be visible Working hours When you have an hour or 15 10 5 minutes schedule you can set the hours of a day It is not possible to define two periods per day for instance when a workday is split in two by a break or intermission Days in a week You can also include or exclude week days You can choose to shade these days or to not display them at all In the standard schedule Saturday and Sunday are turned off
28. t m splanner User s manual 1 Introduction 2 Installation amp Requirements 3 Your Tom s Planner account amp login 4 Open amp Save 5 Grid Rows and groups Columns Periods Symbols Comments Dependencies 6 Blue timeline 7 Legend 8 Logo 9 Plugins Reference date line Total duration in group headers Special columns 10 Import amp Export 11 Sharing and collaboration 12 Include in presentations or reports 13 Printing 14 Ipad amp Iphone 15 Frequently Asked Question FAQ Appendix A Settings for saving schedules locally in Firefox on the PC Appendix B Settings for saving local schedules in Firefox on the Mac Appendix C Trouble shooting F OUNUUOADWNW W WN N 1 Introduction Tom s Planner enables you to create and share project schedules Gantt Charts Tom s Planner can be used to schedule projects events and manage assets or resources 2 Installation amp Requirements Tom s Planner is an online application and works in your browser Just open a browser like Internet Explorer Google Chrome Safari or Firefox and go to www tomsplanner com Projec aa e O heep www tomsplanner com o OAO EE lowlands Track Paint Reflow Bookmarklet extjsv daily info leisurev FY 5 tam S creating a On the homepage click the open tool button and a new browser window will open which will load the tool automatically OPEN TOOL LOG IN Tom s Planner will work in almost any
29. vanced ees SS Content Type Action g irc H Always ask amp ircs H Always ask mailto Use default Podcast 3 Preview in Firefox Text Document Video Podcast H Preview in Firefox Web Feed 2 Preview in Firefox amp webcal H Always ask Windows Markup File i Use Windows Presentation Foundatio XAML Browser Application fm Use Windows Presentation Foundatio When there is no text document item just try to save a Tom s Planner file and check the option do this automatically for files like this from now on in the save dialogue You have chosen to open blank txt which isa Text Document from http localhost What should Firefox do with this file Save File 27 Appendix B Settings for saving local schedules in Firefox on the Mac step 1 First open the Firefox settings panel Firefox il d jew About Mozilla Firefox Preferences Services Hide Firefox Hide Others Show All Quit Firefox step 2 Then make sure you are on the Main tab and check the option Always ask me where to save files Startup When Firefox starts Show my home page EB http en US start2 mozilla com firefox client firefox a amp rls org mozill Use Current Page Use Bookmark Restore to Default Home Page Downloads M Show the Downloads window when downloading a file Close it when all downloads are finished O Save files to Desktop Choose
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