For a quick overview, check the Project plan video guide.
Project plan view
Select the Project plan view from the drop-down on the Schedule to enable the Gantt-style chart view of your team's projects that make planning and editing a breeze.
Your projects appear along with their current budget status (% of remaining budget), and the count of visible project team members.
You can expand it by clicking the collapse icon to show your team and their allocations directly below each project for easy visibility. This shows all team members on the project and across all phases (excluding archived people).
To get a high-level overview of your projects and their phases and milestones without viewing your team's individual allocations, click on the people collapse icon underneath the project name or the Collapse/Expand button in the bottom left corner of the page.
Allocations that aren't part of the current project appear as crossed-line blocks to give you an overview of your team's competing priorities. You can click a crossed-line allocation to see its info or make changes to it (if you have edit rights).
The Project plan shows projects' start and end dates, which can be navigated using the arrows. Clicking on the arrows moves the timeline to the closest part of the project.
Date range insights
When the time frame is selected, the total hours scheduled for each person on the project are displayed next to their name, while the total hours scheduled for all of your projects appear next to the date range at the top. Date range insights can be displayed in hours or percentages.
Phases
Each phase is displayed next to the project name alongside milestones.
Confirmed phases and their milestones are displayed in color, while tentative phases and their milestones are displayed as color outlines.
Milestones
Milestones appear across from the project name on their assigned dates. They can be added and edited directly on the Project plan view, just like any allocation can.
Action menu - editing a project
You can make changes to an individual project using the action menu. To access it, click the arrow icon that appears when hovering over the project's name.
The actions include:
Edit - View the project side panel and make quick changes. Once selected, you can navigate between Project plan, Schedule and Log team pages with the project's side panel still open.
Assign people - Add new team members to the project.
Add a phase - Create a new phase for the project.
View project report - View the Single Project Report.
Shift timeline - Move all of the project's tasks, milestones, and phases together.
Duplicate - Create a copy of an existing project, including its phases and budget.
Archive - Remove the project from the Project plan view while maintaining a historical record within your reports.
Editing a person
Similarly, clicking over an individual team member reveals additional actions.
View profile - Make quick changes to the person's account.
Switch person - Remove the person from the project and replace them with a different person. All previously scheduled allocations will be assigned to the new team member. The hourly rate for the new team member on this project remains the same as the original person's hourly rate on this project.
Remove from project - Remove the person from the project. All previously scheduled allocations will be deleted.
Additional Info
Only active projects are displayed in the Project plan view.
On the Project plan view, you can sort by name, client and age. Custom sort is not supported for projects in the Project plan view, but you can sort individual team members within each project.
Dragging an allocation or a milestone from one project to another project is not supported.