Select Projects
Click "Select Projects" in the top left corner to populate projects in the Planner Space.
Expand the portfolio to see individual projects. Use the checkboxes to select desired projects or all projects in a portfolio. The maximum number of Projects that can be selected at a time is 400.
Filter projects by Project Members, Project Managers, Open Roels, Project Priority, Project Status, Project Billable, Project Has Phase, Phase Status, Client, Region, Project Archived.
Project Archived: You can choose how to display archived projects. The default view is collapsed, where you will see an arrow that you can click to expand and view all archived projects under the portfolio. You also have the option to hide them or display them as regular projects.
You can group the projects by All Projects, Portfolios or All Members.
You will be able to view schedules for phases, subphases, work categories and milestones from various projects in one place
Sorting Projects
Once projects are selected, you can sort them by the following:
Project Title: can be sorted alphabetically in either A to Z or Z to A order.
Project Number: can be sorted in either Low to High or High to Low order.
Phase Date: sort by Phase start or end date in ascending order.
Active Work Plans
Project Three-Dot Menu
Click on the three-dot menu on the Project, several options are available
Go To Project: Opens the Project Space in a new tab.
Manage Members: Launches the Manage Member Modal for the Project.
Import Schedule: Opens the Import Modal to perform a CSV import of Projects/Phases/Work Categories and more.
Edit Phases: Accesses the Project Schedule Modal to manage the Phases within the Project.
Project Info: View and Edit Project Information on Project Info Modal.
Project Members
Expanding the Project displays all active Project Members and their Work Plans. Members are sorted alphabetically.
Archived Work Plans
When a Project, Phase, Subphase, or Work Category is archived, the associated Work Plans are also archived. Archived Work Plans are indicated with a red archived icon, and hovering over the bar provides additional details about the archived item.
Project Budget
To quickly access a Project's Budget Space from the Planner, click the Budget label under the Project name.
Project Level Filter
The project-level filter feature allows you to quickly view and focus on specific team members within a project.
Click the filter icon below the Project Name. Search for Members by name or number.
The button will be hidden when a smaller Row Height (such as 50% or 25%) is selected to save space. To reveal the button without adjusting the row height, simply hover over the project row, and the hidden buttons will become visible.
Select the members by clicking the checkbox next to them, or click the checkbox "All" to select all members at once. Click Done to close the menu.
Additionally, the list can be grouped by project phase, providing a clear and organized way to manage your team and their tasks efficiently.
Members can be filtered by name or number, while Phases can be filtered by name. The checkbox next to each Phase allows selecting all members within that Phase or selecting individual members by checking the box next to their names. The numbers displayed beside each Phase indicate the total number of members in the Phase and the number currently selected. The caret icon enables expanding or collapsing Phases, which are set to expand by default.
