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 events (e.g. deliverables, milestones). Activities and events that fall under projects can be mapped into any hierarchical structure.

Tip: Customize the naming conventions and ID conversion for projects, activities, and events here.

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 events.

Workplan views

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

Data Table

The Table view is a collapsible spreadsheet list of projects and their hierarchical plans with all activities and events. Here, all projects, activities, events 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 events. In this view, projects, activities, and events 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, events, 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). Read further "Working with the Gantt view".

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