Quick Guide

The Planner Space is Mosaic’s collaborative workspace for viewing and managing project schedules. It gives teams your team a clear visual overview of project timelines, phases, role assignments, and key due dates across all projects - in one place.

By bringing project schedules into one shared view, the Planner Space helps your Team stay aligned on timelines, coordinate work across projects, and update schedules as plans change. Manager better, and manage together.

What can you do in the Planner Space?

In Planner, you can:

• View project timelines across your organization

• Track phases and milestones to monitor project progress and key deadlines

• See team assignments connected to project phases

• Update phase dates as schedules change

• Filter the timeline to focus on specific projects, portfolios, or teams

Mosaic includes two main spaces for planning work: Planner (which focuses on Project Schedules and Timelines) and Workload (which focuses on Team Capacity and Availability). Together, these views help teams understand both when work is scheduled and who is available to do it.

Planner Space Guide

Below you’ll find links to key how-to articles for the Planner Space, where we’ll dive into deeper explanations.

1. Getting Started with Planner

2. Planner Layout Overview

3. Navigation the Planner Space

   1. Filtering, Sorting and Reviewing

   2. Customizing your Settings

4. Editting Project Schedules

5. Understanding Project Data