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Planner Space

See at a glance what projects or phases your team is tackling, along with their respective due dates and timelines.

Getting Started in Planner

Getting Started with Planner

Planner Space Overview

Navigating the Planner

Review Activity Logs in Workload or Planner Space

Space Settings

Planner Space Controls

Planner Display Controls

Overview

Quick Guide

Planner Overview

Assign Role View

Open Roles and Generic Resources

Member Availability Split View

Budget Indicator

Resource Management

Managing Members

Filterting and Sorting in Planner

Project Modal Overview

Project Schedule Modal Overview

Phases and Subphases

Phases Status

Phase Dependencies

FAQs and Common Actions

Work Plan Modal 1

Creating Work Plans

Modifying Work Plans

Getting Started with Work Plans

Work Plan Hours and Lock

Work Plan Dates and Workday Lock

Customize Options on Work Plan Modal

Comments on Work Plan Modal

Scopes on Work Plan Modal

Tasks on Work Plan Modal

Activity on Work Plan Modal

Import Work Plans

FAQs and Common Actions

How can I view a Phase Budget in Planner Space?

How to assign Open Roles to Members?

Why is the Phase Bar faded?

Why are some Projects Private in Planner Space?

How can I export the Planner Space?

FAQs and Common Actions