How to use the Workplan

The Workplan

The Workplan is a project planning, monitoring, and implementation tool with which you can create a time plan (work breakdown structure) for multiple projects, manage and carry out scheduled activities and deliverables or milestones (e.g. deliverables, milestones). Activities and deliverables or milestones that fall under projects can be mapped into any hierarchical structure.

The Workplan is linked to the access management, so you can give different level rights to users or groups for the entire Workplan or you can customise access to the certain projects, activities, and deliverables or milestones.

Workplan views

The Workplan can be managed using different overviews: Table view, Kanban boards, or Gantt chart, providing each team member with the preferred method of working. Every view lets you create and access scheduled projects, activities, and deliverables or milestones. Click +Add at the bottom left to create new items. To open an existing item, hover over it and click, or click on its "Edit" icon, this will open an item in a sidebar.

Table View

The Table view is a collapsible spreadsheet list of projects and their hierarchical plans with all activities and deliverables or milestones. Here, all projects, activities, deliverables and milestones and their properties are listed in columns and rows. The Table view is customisable. To customise it, apply the table header filters and add or remove columns using Table Settings (see "Working with the Table View").

Kanban boards

The Kanban view is a visual workflow management tool for executing projects and activities, as well as accomplishing deliverables and milestones. In this view, projects, activities, and deliverables or milestones are represented as cards organised in columns by status on a board. The board illustrates the workflow, with each column representing a step in the process of completing an item, from beginning (left) to end (right). For example, "In Planning", "Not Started", "In Progress", "Completed", etc. The statuses of the workflow can be customised under Customise Status (see "Working with Kanban").

Gantt Chart

The Gantt chart is a graphical timeline focused on the timing and visualisation of projects, activities, deliverables and milestones, and their dependencies. It is a straightforward tool for visualising the Work Breakdown Structure (WBS), the timing of the total projects and each item, the dependencies between them, and their statuses (progress, consumption, or deviation).

Gantt Timeline Views

The Gantt chart offers multiple timeline zoom levels accessible from the toolbar: Year, Month, Week, and Quarter views. These allow you to focus on different time granularities depending on your planning needs.

Project Filtering

You can filter the Gantt view to display only a specific project using the project dropdown in the header. This helps focus on individual project timelines when managing multiple projects.

Dependencies

The Gantt chart displays visual dependency lines between tasks and milestones, showing predecessor relationships and task dependencies. These lines help track how delays in one item may affect others.

Configurable Columns

The Gantt tree list shows configurable columns including Title, Participant, Activity Type, Status, and Priority. Use the column selector to show or hide columns based on your preferences.

Read further "Working with the Gantt view" for detailed instructions.