Planning a new project
Open project plan and select the project.
Add project stages by clicking on the right mouse button on the project and selecting Add… from the menu.
You can name the stages in the editor, set dates, and assignees.
Adding a new activity
Add activities by clicking on the stage with the right mouse button and selecting Add… from the menu.
Select the activity type from the left, and write the name of the activity.
To create multiple activities of the same type at once, click Add row to add more rows. Finally, click Create.
Note: You can set fields shown when creating an activity such as the assignee, status, and organization from the Settings button.
You can edit the activity on the right side of the editor.
Note: Activities added on the project plan are unpublished, meaning that they are only visible on the plan and project schedule chart of that particular project. The assignee does not receive notifications of changes.
Publishing activities
You can publish a single activity by clicking the Publish button in the editor.
or publish multiple activities at once by selecting the activities to be published and clicking Publish selected… from the right mouse button menu.
Note: The assignee of the activity will receive a notification about the new activity. When publishing the activity, you can write a comment for the recipient.
The published activity will then appear on the assignee’s My activities page.
The publication status is displayed in the Published column.
The publication of the activity can be canceled from the editor menu button.
Moving activities
You can move the position of activities by dragging them with the mouse. If you drag one activity over another, it becomes a sub-activity of that activity.
You can move multiple activities at once by selecting the activities to be moved and then dragging them.
Table layout and saved views
You can add and remove columns displayed in the table from the Column selector button.
Drag the new column from the Column selector box to the desired location, or hide the column by dragging the column title in the table to the Column selector box.
You can save layouts, including filters, by clicking Layout – Manage.
With the Create New function, you can save a new layout.
With the Update function, you can update an existing layout.
With the Default function, you can select the default view for that project.
Personal – Layout is only visible to you.
Shared – Layout is visible to all users on all projects.
Project – Layout is visible only in that project’s layout menu.
Changing activity status
If you want to move the activity to the next stage, click on the Advance button in the editor. If you want to indicate that the activity is completed, click on the Finish button in the editor.
Activity Mass Change
You can also edit activities with mass change. Select the activities you want to change and right-click to open the menu and select Change checked.
Row selection mode – If a previously used mass change has been saved to the tool, you can select it from the Load script menu
Actions to take – Define the changes to be made.
Use the Add action button to add as many rows as there are values to change. You can change field values, delete old values, change resources and add chat-messages at the same time.
If you have selected phases and resources in addition to activities, by clicking Only update activities you can update only the activities chosen.
Execute and save – If necessary, save the mass change for later use by selecting the Save script. Click Execute to apply the changes you have made.
Project schedule
To view the project schedule, click Open Gantt from the Menu.
Designing of a single phase
The Zoom in – Zoom Out feature allows you to delve into a specific phase.
Filter the view by right-clicking on the desired phase and then clicking Zoom in. Get back by clicking Zoom out.
