User Guide

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Welcome to the EzyPlano User Guide

This guide explains how to use the platform end-to-end. Use the table of contents below to jump to a section.

Prerequisites
  • Account: sign up and verify email; choose/create an Organization.
  • Role: ensure you have Project Manager or Admin permissions to create plans.
  • Calendars: define a standard or project calendar before scheduling work.
  • Resources: add at least one resource (people/equipment) if you plan to assign tasks.
  • Baseline Policy: decide approval flow for schedule/cost baselines (optional).
Getting Started
  1. Create/choose Organization from the onboarding screen.
  2. Go to Projects to create a project, or use EPS to define hierarchy.
  3. Open Management Plans to generate PMBOK-aligned plans per knowledge area.
Complete Feature Directory
Enterprise & Portfolio
  • Enterprise Dashboard: portfolio KPIs, quick actions.
  • Portfolios & Programs: create portfolios, group projects, dashboard per portfolio.
  • EPS (Enterprise Project Structure): hierarchical project organization, templates.
  • Project Templates: clone, duplicate, create project from template.
  • Project Wizard: guided multi-step project creation.
Initiation
  • Project Initiation: goals, scope, assumptions, constraints, success criteria.
  • Project Charters: CRUD, approval workflow, printable view, category templates.
  • Charter Templates: reusable, organization-scoped templates.
  • Stakeholder Register: expectations, requirements, concerns, influence strategies.
  • Stakeholder Analysis: matrices, heatmaps, assessments.
Integration Management
  • Integration Management Plans: per-project or per-plan; approval and status.
  • Integration Points: systems, endpoints, schedules, owners.
  • Integration Tests: scenarios, execution, pass/fail, evidence.
  • Integration Monitoring: health, SLAs, alerts, active vs inactive.
  • Dashboards: project/plan dashboards with KPIs and alerts.
Scope & WBS
  • Scope Plans, Validations, Scope Changes with review.
  • WBS Templates: library, apply-to-plan, duplicate/generate defaults.
  • Activity Codes: standards, construction codes, categories & values.
Schedule
  • Plans & Schedules: activities, milestones, sort-order/WBS code.
  • Dependencies: FS/SS/FF/SF with lag; predecessor/successor views.
  • Calendars: project/standard calendars; custom days & holidays.
  • Schedule Baselines: activation, comparison, critical path computation.
  • Auto scheduling: forward/backward pass, float calculation.
Cost
  • Cost Baselines: budgets, revisions, status.
  • Assignments: units, rates, cost accumulation.
  • Performance: cost performance measurements and dashboards.
Quality
  • Quality Gates: stage gates with evaluation.
  • Quality Metrics: library, measurements, status.
Resources
  • Resource Library: people/equipment/materials, availability.
  • Resource Management Plans: staffing, roles, team development.
  • Team Development: skills, training, assignments.
  • Resource Leveling: utilization analysis, leveling results.
Communication
  • Communication Plans: stakeholders, frequency, channels.
  • Channels & Activities: track comms tasks and completion.
  • Templates: reusable email/templates for updates.
  • Notifications: email/push/real-time alerts.
Risk
  • Risk Register: identification, probability/impact, ownership.
  • Risk Response Plans: mitigation/avoid/transfer/accept, approval.
  • Risk Monitoring: observations and trend tracking.
Procurement
  • Procurement Plans: make/buy, methods, deliverables.
  • Vendors: onboarding, scorecards.
  • Contracts: lifecycle, approvals, status.
Change Control
  • Change Control Boards: composition, cadence, policies.
  • Change Requests: submission, evaluation, approve/reject history.
Performance Management
  • Schedule Performance: SPI metrics and trend reporting.
  • Cost Performance: CPI metrics and trend reporting.
Calendars & Constraints
  • Project Calendars: work weeks, exceptions, holidays.
  • Activity Constraints: MSO/MFO/SNET/SNLT/FNET/FNLT etc.
Reports
  • Standard Reports: status, critical path, resource utilization, workload.
  • Custom Report Builder: fields, filters, aggregations, export.
Platform & Security
  • Organizations: multi-tenant isolation; choose/create organization after signup.
  • Roles/Policies: Laravel policies & gates per module.
  • API Keys: generate, revoke, usage tracking, test endpoint.
  • Background Jobs: queues for heavy operations and notifications.
Step‑by‑Step Setup Checklist
  1. Organization: create/choose organization; configure basic settings.
  2. EPS: define enterprise structure (business units, programs).
  3. Calendars: create standard/project calendar; set default working time.
  4. Project: create project (via Wizard or Templates) and assign EPS node.
  5. Initiation: draft and approve the Project Charter; register stakeholders.
  6. Management Plans: generate plans (scope/schedule/cost/quality/resources/communication/risk/procurement/integration).
  7. WBS & Activities: apply WBS Template, add activities/milestones, set durations.
  8. Dependencies: link tasks (FS/SS/FF/SF) and enter lags as needed.
  9. Assignments: add resources; set units/rates; confirm availability.
  10. Baselines: create schedule and cost baselines; activate after approval.
  11. Risk & Quality: populate risk register/response plans; define gates and metrics.
  12. Integration: create integration plan, points, tests; set up monitoring.
  13. Performance: start schedule/cost performance measurements.
  14. Execution: update progress; run resource leveling; manage change requests.
  15. Reporting: use dashboards and standard/custom reports; export/share.
  16. Closure: complete deliverables; lessons learned; close project.
Initiation
  • Project Initiation: define high-level goals, success criteria, stakeholders.
  • Project Charters: create, edit, approve charters; use Charter Templates for quick starts.
  • Stakeholder Register: manage stakeholders; capture expectations, requirements, concerns, strategies.
Planning
  • Integration Management: plans, integration points, tests, monitoring; dashboards per project/plan.
  • Scope: WBS Templates, Scope Plans, Validations, Changes.
  • Schedule: Plans & Schedules, Activities, Dependencies, Calendars, Schedule Baselines.
  • Cost: Cost Baselines and budget tracking.
  • Quality: Quality gates, metrics, measurements.
  • Resources: Resource library, Resource Plans, Team Development.
  • Performance: Performance management plans and measurements.
  • Communication: Channels, activities, templates.
  • Risk: Risk register, response plans, monitoring.
  • Procurement: Vendors, contracts, procurement plans.
Plans & Schedules - Complete Guide

This comprehensive guide covers all aspects of creating, managing, and using Plans & Schedules in EzyPlano. Learn how to navigate the Plans section, use all tabs, and handle every scenario.

Accessing Plans & Schedules

Navigate to Planning → Plans & Schedules from the sidebar menu. This is your central hub for all project planning activities.

Quick Tip: You can also access related features from the Planning section:
  • Activities: Direct access to manage all project activities
  • Dependencies: Create and manage task relationships
  • Calendars: Set up working calendars for scheduling
  • Schedule Baselines: Create and manage schedule baselines
Plans Index Page

The Plans index page displays all your plans in a card-based grid layout. Here's what you can do:

Creating a New Plan
  1. Click the "Create New Plan" button in the top-right corner
  2. Fill in the required information:
    • Plan Name: e.g., "Q1 2024 Marketing Campaign Plan"
    • Plan Code: Optional unique identifier (e.g., "MKT-Q1-2024")
    • Description: Brief overview of the plan's purpose
    • Project: Select the associated project
    • Status: Choose Draft, Active, Completed, or Cancelled
  3. Click "Create Plan" to save
Filtering Plans

Use the filter bar to find specific plans:

  • Search: Type keywords to search plan names, codes, or descriptions
  • Status Filter: Filter by Draft, Active, Completed, or Cancelled
  • Draft/Published Filter: Show only drafts, only published plans, or all plans
Example: To find all active published plans for "Marketing", search for "Marketing", select "Active" status, and choose "Published Only".
Plan Actions (Dropdown Menu)

Each plan card has a dropdown menu (three dots) with these options:

  • View: Opens the plan view page (read-only for published plans)
  • Edit: Opens the plan edit page with all tabs
  • Publish: Converts a draft plan to published (only visible for draft plans)
  • Delete: Permanently removes the plan (requires confirmation)
Plan Summary Cards

Each plan card displays:

  • Plan Name & Code: Click the name to view the plan
  • Description: Truncated preview of the plan description
  • Statistics: Quick view of Activities, Resources, and Milestones counts
  • Status Badges: Visual indicators for Draft/Published and Status
  • Last Updated: Shows when the plan was last modified
Plan View Page

The View page provides a comprehensive read-only overview of your plan. Access it by clicking a plan name or selecting "View" from the dropdown menu.

Header Section

The header displays plan information and quick action buttons:

  • Plan Name & Status: Shows plan name with Draft/Published badge
  • Description: Full plan description
  • Action Buttons:
    • Edit Plan: Only visible for draft plans
    • Quality Management: Link to quality dashboard
    • Scope Management: Link to scope dashboard
    • Communication Management: Link to communication dashboard
    • Integration Management: Link to integration dashboard
    • Back to Plans: Return to plans index
Summary Cards

Four summary cards provide quick statistics:

  • Activities: Total number of activities in the plan
  • Resources: Total number of assigned resources
  • Risks: Total number of identified risks
  • Dependencies: Total number of activity dependencies
Activities Section

The main content area shows all plan activities with filtering options:

  • Add Activity: Button to add new activities (draft plans only)
  • Filters: Filter activities by:
    • Search text (name, code, description)
    • Status (Not Started, In Progress, Completed, On Hold, Cancelled)
    • Type (Task, Milestone, Summary, etc.)
    • Priority (Low, Medium, High, Critical)
    • Dependencies (With/Without dependencies)
    • WBS Level
  • Activity Table: Displays activities with columns for:
    • Activity name and code
    • Status and priority badges
    • Start and finish dates
    • Duration
    • Assigned resources
    • Progress percentage
Gantt Chart View

The view page includes an interactive Gantt chart showing:

  • Activity timeline visualization
  • Dependencies between activities (arrows)
  • Critical path highlighting
  • Milestone markers
  • Zoom controls for different time scales
Critical Path Analysis

The critical path section shows:

  • Activities on the critical path (longest path through the project)
  • Total project duration
  • Float/slack calculations for non-critical activities
  • Visual indicators for critical vs. non-critical activities
Plan Edit Page - Complete Tab Guide

The Edit page is where you build and modify your plan. It contains 14 comprehensive tabs covering every aspect of project planning.

Note: Draft plans can be fully edited. Published plans have limited editing capabilities and may require republishing after changes.
Tab 1: Plan Details

Configure basic plan information and settings.

  • Plan Name: Update the plan name (required)
  • Plan Code: Unique identifier for the plan
  • Description: Detailed description of the plan's purpose and scope
  • Project: Associate the plan with a project
  • Project Manager: Assign a project manager from your organization
  • Status: Set plan status (Draft, Active, Completed, Cancelled)
  • Start Date: Planned start date for the project
  • End Date: Planned end date for the project
  • WBS Template: Apply a Work Breakdown Structure template
Example: For a "Website Redesign Project", set:
  • Name: "Website Redesign - Q1 2024"
  • Code: "WEB-REDESIGN-Q1"
  • Description: "Complete redesign of company website including new UI/UX, responsive design, and CMS integration"
  • Start Date: 2024-01-01
  • End Date: 2024-03-31
Tab 2: Resources

Manage resources assigned to the plan.

  • Add Resources: Assign people, equipment, or materials to the plan
  • Resource List: View all assigned resources with details:
    • Resource name and type
    • Availability and capacity
    • Cost rates (if applicable)
    • Assigned activities
  • Remove Resources: Unassign resources from the plan
  • Resource Utilization: View resource allocation and workload
Example: For a software development plan, assign:
  • 2 Senior Developers (100% allocation)
  • 1 UI/UX Designer (50% allocation)
  • 1 Project Manager (25% allocation)
  • 1 QA Tester (75% allocation)
Tab 3: WBS (Work Breakdown Structure)

Organize your project into a hierarchical structure.

  • Apply WBS Template: Use a pre-defined template or create from scratch
  • WBS Levels: Create multiple levels of work breakdown:
    • Level 1: Major phases or deliverables
    • Level 2: Sub-phases or components
    • Level 3: Work packages
    • Level 4+: Detailed tasks
  • WBS Codes: Automatic or manual coding system (e.g., 1.1.1, 1.1.2)
  • Organize Activities: Assign activities to WBS elements
  • Visual Hierarchy: Tree view showing parent-child relationships
Example WBS Structure: 
1.0 Project Initiation
  1.1 Requirements Gathering
    1.1.1 Stakeholder Interviews
    1.1.2 Document Analysis
  1.2 Project Charter
2.0 Design Phase
  2.1 UI Design
  2.2 UX Design
3.0 Development Phase
  3.1 Frontend Development
  3.2 Backend Development
Tab 4: Activities

Create and manage all project activities (tasks).

  • Add Activity: Create new activities with:
    • Activity name and code
    • Description
    • Type (Task, Milestone, Summary, etc.)
    • Status (Not Started, In Progress, Completed, etc.)
    • Priority (Low, Medium, High, Critical)
    • Duration (in days, hours, or weeks)
    • Start and finish dates
    • WBS assignment
    • Resource assignments
  • Edit Activity: Modify existing activities
  • Delete Activity: Remove activities (with dependency checks)
  • Bulk Actions: Update multiple activities at once
  • Activity Filters: Filter by status, type, priority, WBS level
  • Sort Options: Sort by name, date, duration, WBS code, sort order
Example Activity:
  • Name: "Design Homepage Mockup"
  • Code: "DES-001"
  • Type: Task
  • Duration: 5 days
  • Priority: High
  • Assigned to: UI Designer
  • WBS: 2.1 UI Design
Tab 5: Milestones

Define key project milestones and deliverables.

  • Add Milestone: Create milestones with:
    • Milestone name and description
    • Target date
    • Status (Planned, Achieved, Delayed, Cancelled)
    • Associated activities
    • Deliverables
  • Milestone Types:
    • Project Milestones: Major project phases
    • Deliverable Milestones: Key deliverables
    • Gate Milestones: Decision points or approvals
  • Track Progress: Mark milestones as achieved
  • Visual Indicators: Milestones appear on Gantt charts as flags
Example Milestones:
  • "Project Kickoff" - 2024-01-01
  • "Design Approval" - 2024-01-31
  • "Development Complete" - 2024-02-28
  • "User Acceptance Testing" - 2024-03-15
  • "Project Launch" - 2024-03-31
Tab 6: Dependencies

Define relationships between activities to create a logical project flow.

  • Add Dependency: Link activities with dependency types:
    • Finish-to-Start (FS): Predecessor must finish before successor starts (most common)
    • Start-to-Start (SS): Both activities start together
    • Finish-to-Finish (FF): Both activities finish together
    • Start-to-Finish (SF): Successor finishes when predecessor starts (rare)
  • Lag Time: Add delay between dependent activities (e.g., 2 days lag)
  • Lead Time: Negative lag to allow overlap
  • Predecessor View: See what activities must complete before this one
  • Successor View: See what activities depend on this one
  • Circular Dependency Detection: System warns about dependency loops
Example Dependencies:
  • "Design Mockup" (FS) → "Client Review" (with 1 day lag)
  • "Client Review" (FS) → "Design Approval"
  • "Design Approval" (FS) → "Frontend Development"
  • "Frontend Development" (SS) → "Backend Development" (can start together)
Tab 7: Risks

Identify and manage project risks.

  • Add Risk: Document risks with:
    • Risk name and description
    • Category (Technical, Schedule, Resource, External, etc.)
    • Probability (Low, Medium, High)
    • Impact (Low, Medium, High, Critical)
    • Risk Score: Calculated from probability × impact
    • Status (Identified, Analyzed, Mitigated, Closed)
    • Owner: Person responsible for managing the risk
    • Mitigation strategy
    • Contingency plan
  • Risk Matrix: Visual representation of risk severity
  • Link to Activities: Associate risks with specific activities
  • Risk Register: Complete list of all identified risks
Example Risk:
  • Name: "Key Developer Unavailability"
  • Category: Resource
  • Probability: Medium
  • Impact: High
  • Risk Score: Medium-High
  • Mitigation: Cross-train team members, maintain documentation
  • Contingency: Hire temporary contractor if needed
Tab 8: Scheduling

Configure scheduling parameters and run schedule calculations.

  • Schedule Settings:
    • Calendar selection (standard or project-specific)
    • Scheduling method (Forward pass, Backward pass, Manual)
    • Critical path calculation
    • Float calculation
  • Auto-Schedule: Automatically calculate dates based on:
    • Activity durations
    • Dependencies
    • Resource availability
    • Calendar constraints
  • Manual Scheduling: Override automatic dates when needed
  • Schedule Constraints: Apply constraints to activities:
    • Must Start On (MSO)
    • Must Finish On (MFO)
    • Start No Earlier Than (SNET)
    • Start No Later Than (SNLT)
    • Finish No Earlier Than (FNET)
    • Finish No Later Than (FNLT)
  • Recalculate Dates: Button to recalculate all activity dates
Example Scenario: After adding dependencies, click "Recalculate Dates" to automatically update all activity start/finish dates based on the dependency relationships and durations.
Tab 9: Gantt Chart

Visual timeline representation of your project schedule.

  • Interactive Gantt View:
    • Activity bars showing duration
    • Dependency arrows connecting activities
    • Milestone markers (diamond shapes)
    • Critical path highlighting (red bars)
    • Progress indicators (percentage complete)
  • Zoom Controls: Adjust time scale (Days, Weeks, Months, Quarters)
  • Drag and Drop: Reschedule activities by dragging bars
  • Filter Options: Show/hide activities by status, type, or WBS level
  • Export Options: Export Gantt chart as image or PDF
  • Baseline Comparison: Overlay baseline schedule for variance analysis
Usage Tip: Use the Gantt chart to visually identify:
  • Overlapping activities that might need resource leveling
  • Long gaps in the schedule
  • Critical path activities that need close monitoring
  • Milestone dates and their relationships to activities
Tab 10: Baseline

Create and manage schedule baselines for performance measurement.

  • Create Baseline: Save current schedule as baseline:
    • Baseline name (e.g., "Original Plan", "Revised Plan v2")
    • Baseline date
    • Description
  • Activate Baseline: Set a baseline as active for variance tracking
  • Baseline Comparison: Compare current schedule to baseline:
    • Start date variance
    • Finish date variance
    • Duration variance
    • Cost variance (if cost data is available)
  • Baseline History: View all created baselines and their status
  • Restore from Baseline: Revert schedule to a previous baseline
Best Practice: Create a baseline after the initial plan is approved and before execution begins. This allows you to track schedule performance throughout the project lifecycle.
Tab 11: Time Tracking

Track actual time spent on activities.

  • Log Time: Record time spent on activities:
    • Activity selection
    • Date and time period
    • Hours worked
    • Resource/person who worked
    • Description of work performed
  • Time Entries List: View all time entries with:
    • Activity name
    • Resource name
    • Date and hours
    • Status (Submitted, Approved, Rejected)
  • Time Reports: Generate reports showing:
    • Time by activity
    • Time by resource
    • Time by date range
    • Actual vs. planned time comparison
  • Approval Workflow: Approve or reject time entries
Example: A developer logs 8 hours on "Frontend Development" activity for 2024-01-15. This updates the activity's actual hours and can be compared against the planned duration.
Tab 12: S-Curve

Visualize project progress using S-Curve analysis.

  • S-Curve Chart: Displays:
    • Planned progress curve (baseline)
    • Actual progress curve
    • Earned value curve (if cost data available)
  • Progress Metrics:
    • Planned Value (PV)
    • Earned Value (EV)
    • Actual Cost (AC)
    • Schedule Performance Index (SPI)
    • Cost Performance Index (CPI)
  • Variance Analysis: Identify schedule and cost variances
  • Forecasting: Project completion date and cost based on current trends
Interpretation: An S-curve helps identify if the project is ahead or behind schedule. If the actual curve is below the planned curve, the project is behind schedule.
Tab 13: Look-Ahead

Generate short-term activity schedules for immediate focus.

  • Look-Ahead Period: Configure time window (e.g., next 2 weeks, next month)
  • Activity Filtering: Show activities that:
    • Start within the look-ahead period
    • Are in progress
    • Are scheduled to finish
  • Resource Focus: View activities by assigned resource
  • Daily/Weekly View: Detailed breakdown of upcoming work
  • Constraints and Dependencies: See what must be completed first
  • Export Options: Generate look-ahead reports for team distribution
Use Case: Generate a 2-week look-ahead report every Monday to share with the team, showing what activities need attention in the coming weeks.
Tab 14: Change History

Track all changes made to the plan for audit and accountability.

  • Change Log: Complete history of changes including:
    • Date and time of change
    • User who made the change
    • What was changed (field name)
    • Old value and new value
    • Change type (Created, Updated, Deleted)
  • Filter Options: Filter by:
    • Date range
    • User
    • Change type
    • Entity (Activity, Resource, Milestone, etc.)
  • Export History: Export change log for reporting or audit purposes
  • Revert Changes: Option to undo specific changes (if permitted)
Audit Trail: The change history provides a complete audit trail, essential for compliance, troubleshooting, and understanding how the plan evolved over time.
Common Planning Scenarios
Scenario 1: Creating a New Plan from Scratch
  1. Go to Plans & Schedules → Click "Create New Plan"
  2. Fill in Plan Details (name, code, description, project, dates)
  3. Click "Create Plan" (plan is created as Draft)
  4. Go to Resources tab → Add required resources
  5. Go to WBS tab → Apply WBS template or create structure
  6. Go to Activities tab → Add all project activities
  7. Go to Dependencies tab → Link activities
  8. Go to Scheduling tab → Click "Recalculate Dates"
  9. Review Gantt Chart tab to verify schedule
  10. Go to Baseline tab → Create initial baseline
  11. Review all tabs, then click "Publish Plan" when ready
Scenario 2: Updating an Existing Plan
  1. Open the plan from Plans index → Click "Edit"
  2. If plan is Published, make changes (system may prompt for republish)
  3. Navigate to relevant tab (e.g., Activities) → Make updates
  4. If dates changed, go to Scheduling tab → Recalculate dates
  5. Review Gantt Chart to see updated schedule
  6. Check Change History to review all modifications
  7. If significant changes, create new baseline in Baseline tab
  8. If plan was published, click "Republish" to make changes active
Scenario 3: Managing Resource Conflicts
  1. Go to Resources tab → Review resource assignments
  2. Check Gantt Chart tab → Identify overlapping activities
  3. Go to Scheduling tab → Review resource availability
  4. Adjust activity dates or resource assignments in Activities tab
  5. Use Look-Ahead tab to see short-term resource conflicts
  6. Consider adding resources or extending durations
  7. Recalculate schedule after adjustments
Scenario 4: Tracking Project Progress
  1. Go to Activities tab → Update activity status and progress %
  2. Go to Time Tracking tab → Log actual hours worked
  3. Review Gantt Chart → See progress bars on activities
  4. Check S-Curve tab → Compare actual vs. planned progress
  5. Go to Baseline tab → Review variance reports
  6. Update Milestones tab → Mark achieved milestones
  7. Review Risks tab → Update risk status and mitigation progress
Scenario 5: Handling Schedule Delays
  1. Identify delayed activities in Activities tab or Gantt Chart
  2. Review Dependencies tab → Check impact on successor activities
  3. Update activity dates or extend durations
  4. Go to Scheduling tab → Recalculate dates
  5. Check Gantt Chart → Verify critical path changes
  6. Update affected Milestones with new target dates
  7. Document delay reason in Risks tab if it's a risk
  8. Create new baseline if delay is significant
  9. Review Change History to track all adjustments
Scenario 6: Preparing for Project Review Meeting
  1. Go to Plan View page → Review summary statistics
  2. Check Gantt Chart → Export as image for presentation
  3. Review S-Curve → Prepare progress analysis
  4. Check Milestones tab → List achieved and upcoming milestones
  5. Review Risks tab → Prepare risk status update
  6. Generate Look-Ahead report for next period
  7. Check Baseline tab → Prepare variance analysis
  8. Review Change History → Document recent changes
Best Practices
  • Start with WBS: Organize your project structure before adding activities
  • Use Templates: Leverage WBS templates for common project types
  • Define Dependencies Early: Establish activity relationships before scheduling
  • Create Baselines: Always create a baseline before execution begins
  • Regular Updates: Update activity progress and time tracking regularly
  • Monitor Critical Path: Keep close watch on critical path activities
  • Document Changes: Use change history to track all modifications
  • Use Look-Ahead: Generate weekly look-ahead reports for team focus
  • Review S-Curve: Regularly check S-curve for early warning signs
  • Manage Risks Proactively: Update risk register as project progresses
Tips & Shortcuts
  • Use browser's Find (Ctrl+F / Cmd+F) to search within a plan
  • Click on tab names to quickly navigate between sections
  • Use filters in Activities tab to focus on specific subsets
  • Export Gantt charts for presentations and reports
  • Set up calendar exceptions before scheduling to avoid conflicts
  • Use dependency types correctly (FS is most common)
  • Regularly recalculate dates after making changes
  • Review change history before major decisions
  • Use milestones to mark key decision points
  • Keep resource assignments updated for accurate scheduling
Execution & Control
  • Resource Leveling: analyze utilization, balance workloads.
  • Critical Path: compute and visualize path on plan pages.
  • Change Control: boards, requests, approvals.
  • Performance: schedule and cost performance tracking.
Closure
  • Project Closure: final deliverables, lessons learned, approvals.
Reports & Dashboards
  • Prebuilt dashboards in each module (Integration, Quality, Risk, etc.).
  • Custom Reports builder under Reports → Builder; export to PDF/Excel.
Tips, Shortcuts & Icons
  • Buttons: Primary actions are blue; status badges use semantic colors.
  • Icons: Font Awesome 6 (e.g., fas fa-project-diagram, fas fa-vial, fas fa-check).
  • Keyboard: Use browser find (Ctrl/⌘+F) and our global search for quick navigation.