At a Glance: Project Planner

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The Project Planner comprises the following:

Item Description

More Information
Filters Panel Use a criteria to refine the number of projects. Filters Panel Overview
Project List Displays all the projects in your organizationClosedA 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-clickto show or hide all the project's assignmentClosedConnection between a resource and a project.s and held resource requestsClosedA resource request with a status of “held” and a schedule. The Resource field is populated.. You can also double-click the project name to view these on the edit assignments panel. Searching for Resources or Projects
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 assignmentClosedConnection between a resource and a project.s and held resource requestsClosedA resource request with a status of “held” and a schedule. The Resource field is populated.. Double-click on entries in the list of assignments or held resource requests to enter Rapid Edit mode.

 Working with the Timeline
Edit Assignments Panel View and edit schedules for assignments and view held resource requestsClosedA resource request with a status of “held” and a schedule. The Resource field is populated.. Edit Assignments Panel Overview

Example Project Planner Filters Panel

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Example Project List

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Example Timeline

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