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The Project Planner comprises the following:
| Item | Description |
More Information |
|---|---|---|
| Filters Panel | Use a criteria to refine the number of projects. | Filters Panel Overview |
| Project List | Displays all the projects in your organization A deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization includes all of your data and applications, and is separate from all other organizations.. Single-click to show or hide all the project's assignment Connection between a resource and a project.s and held resource requests A resource request with a status of “held” and a schedule. The Resource field is populated.. You can also double-click the project name to view these on the edit assignments panel. |
Searching for Resources or Projects |
| Timeline |
Contains assignment bars and project summary bars, which represent assignment length and scheduled hours rolled up to the parent project. A scrollable timeline shows days, weeks, months or quarters over a set time span. Single-click on the project to expand or contract the list of all the project's assignment |
Working with the Timeline |
| Edit Assignments Panel | View and edit schedules for assignments and view held resource requests A resource request with a status of “held” and a schedule. The Resource field is populated.. |
Edit Assignments Panel Overview |
Example Project Planner Filters Panel
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Example Project List
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Example Timeline
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