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), while your team and their allocations appear directly below each project for easy visibility.
To get a high-level overview of your projects and their phases and milestones without viewing your team's individual allocations, choose the people collapse icon underneath the project name.
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).
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 and alongside project milestones.
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.
Editing a project
You can make changes to an individual project by clicking the menu icon that appears when hovering over it.
The options include:
Edit - View the project menu and make quick changes.
Assign people - Add new team members to the project.
Add a phase - Create a new phase for the project.
View project report - View the individual 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, hovering over an individual team member reveals additional options:
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.
Would you like to learn more?
Check out our project planning video guide and the Learn Library articles.