Project Details: Planning Tab
The Planning tab centralizes the work for a project, including its phases, tasks, tickets, and milestones, in one place. From this view, you can create and link work, schedule it, set dependencies so linked items stay in order, and track progress as work moves forward. Use the Table and Gantt buttons at the top of the tab to switch between a list of the project's work and a visual timeline.
Table View
The Table view shows a grid of the project's phases and the tasks, tickets, and milestones in each phase. Click the arrow next to a phase to expand or collapse it, or click the Collapse All button to collapse every phase.
A small dependency icon appears next to any task, ticket, or milestone that is linked to other work items. See the Managing Work Item Dependencies article for more information.
Each column on the Planning tab Table view is defined below.
| No. | Label | Definition |
|---|---|---|
| 1 | Name | Name of the phase, task, ticket, or milestone. Tickets show their ticket number, and milestones show a MILESTONE badge. Tasks and milestones also show a circle-check icon that you can click to mark them complete. |
| 2 | Status | Status of the phase, task, ticket, or milestone. Milestones have their own statuses, such as Approaching, On Track, and Past Due. |
| 3 | Assignee | Name of the tech assigned to the phase, task, or ticket. Milestones do not have an assignee. |
| 4 | Start Date | Date the phase, task, or ticket starts. Milestones do not have a start date. |
| 5 | End Date | Date the phase, task, or ticket ends. For milestones, the date the milestone is due. |
| 6 | Budgeted Time | Hours budgeted for the phase. When time has been logged, a bar shows the hours logged compared to the hours budgeted. |
The colored bar along the left edge of a row indicates the ticket status.
These actions are available on the Table view.
- Add or link a task or ticket to the project by clicking the Add Work button. See the Add/Edit Project Work article for more information.
- Add work directly to a phase by clicking the Add to Phase button below the phase's items.
- Mark a task or milestone complete by clicking the circle-check icon at the start of its row. The icon fills in when the item is complete.
- Change the status or assignee of an item by clicking the dropdown in its row and selecting a new value. Status and assignee cannot be changed for tickets with a closed or void status.
- Change the dates of an item by clicking the calendar icon in the Start Date or End Date cell. See the Editing Dates and Reviewing Schedule Impact article for more information.
- Edit a task, ticket, or milestone by clicking the menu icon at the end of the row and selecting Edit from the menu options. The panel that opens includes a Dependencies section for linking the item to other work. See the Add/Edit Project Work, Add/Edit Project Milestones, and Managing Work Item Dependencies articles for more information.
- View more details for a ticket by clicking the Ticket ID link in the row or by clicking the menu icon at the end of the row and selecting View Details from the menu options. See the View Ticket: Details article for more information.
- Remove a task or ticket from the project by clicking the menu icon at the end of the row and selecting Unlink from Project from the menu options. This option does not delete the task or ticket from your database.
- Switch to the Gantt view by clicking the Gantt button.
Gantt View
The Gantt view shows a visual timeline of the phases, tasks, tickets, and milestones planned for the project. Click the Gantt button at the top of the Planning tab to switch to it.
Linked work items are connected by lines on the Gantt view, with solid lines for sequence links and dashed lines for related links. A legend below the chart explains the lines and the bar colors.
Each part of the Planning tab Gantt view is defined below.
| No. | Label | Definition |
|---|---|---|
| 1 | Time Increment | Click to select the time increment for the timeline, such as Days. |
| 2 | Project | Bar representing the duration of the entire project. |
| 3 | Phases | Bars representing the phases of the project. |
| 4 | Tickets & Tasks | Bars representing the tickets and tasks planned for the project. Hover over a bar to see its start date, end date, and duration. |
| 5 | Milestones | Markers representing the milestones in the project. |
| 6 | Dependency lines | Lines with an arrowhead connecting linked work items, from the end of one bar to the start of the next. Solid lines show sequence links, and dashed lines show related links. |
| 7 | Legend | Explains the line styles and bar colors. It appears below the chart. |
These actions are available on the Gantt view.
- View the details for a bar by hovering over it.
- Change the start or end date of a work item or phase by dragging its bar. Dragging a ticket bar opens the Review Schedule Impact window when other items depend on it. See the Editing Dates and Reviewing Schedule Impact article for more information.
- Edit the project, phase, ticket, or task by double-clicking the respective bar in the Gantt view, making the desired changes, and clicking the Save button.
- Create a dependency between two work items by dragging from the end handle of one bar to the start of another. See the Managing Work Item Dependencies article for more information.
- Remove a dependency by double-clicking its line and confirming in the Delete Dependency dialog.
- Switch to the Table view by clicking the Table button.
| IMPORTANT: Dragging a task, milestone, or phase bar saves the new dates without a review, and items that depend on it do not move. To have linked items follow, change the dates from the Table view or the edit panel. |
Areas on the Project Details Screen
The Project Details screen includes the Planning, Products, Billing, and Documents tabs. For information on the other areas of the Project Details screen, see the related articles.
- Project Management List View
- Project Details: Overview Tab
- Project Details: Files Tab
- View Project: Stage
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