At a Glance: Project Planner

The Project Planner consists of four parts: the Project List, the Timeline, the Filters Panel, and the Edit Assignments Panel.

Note: Note
For an overview of the Filters Panel, see Filters Panel Overview. For an overview of the Edit Assignments Panel, see Edit Assignments Panel Overview. For more information on icons that display in the Project Planner, see General Icons on the Resource Planner and Project Planner.

The Project List

The Project List displays all the projects in your organizationA deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization includes all of your data and applications, and is separate from all other organizations.. Single-click Image: Expand Record Icon to show or hide all the project's assignmentConnection between a resource and a project.s and held resource requestsOccurs when a named resource has been reserved (held) against, but not booked to, a project or opportunity. Also referred to as "soft booking".. You can also double-click the project name to view these on the edit assignments panel.

For example:

The Timeline

The Timeline contains assignment bars and project summary bars, which represent assignment length and scheduled hours rolled up to the parent project. A scrollable timeline shows days, weeks, months or quarters over a set time span.

Single-click on the project to expand or contract the list of all the project's assignmentConnection between a resource and a project.s and held resource requestsOccurs when a named resource has been reserved (held) against, but not booked to, a project or opportunity. Also referred to as "soft booking".. Double-click on entries in the list of assignments or held resource requests to enter Rapid Edit mode.

For example:

 

Related Concepts

Resource Planner and Project Planner

At a Glance: Resource Planner

Edit Assignments Panel Overview

Filters Panel Overview

Rapid Edit Overview

Working with the Edit Assignments Panel

Working with the Timeline

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