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Navigation and Customisation in Planner

Planner Navigation​

  1. Click the button on the top right to change time viewing modes.

Time viewing modes button for switching planner display periods

  1. In the "Continuous" mode, clicking on the slider alters the time frame shown.

Continuous mode slider for adjusting planner time frame display

  1. You can switch between resource lists, or create new new ones, through the dropdown menu on the right.

Resource lists dropdown menu for switching between and creating new views

Display Seetings​

  1. When viewing the planner on a large timescale you can use the "Enforce minimum visual booking width" option to display short bookings more visibly.

Minimum booking width option for improving visibility of short bookings

  1. Fullscreen can be toggled using the button on the right of the planner

Fullscreen toggle button for expanding planner to full browser view

  1. A calendar can displayed for quickly navigating to a specific date.
    This calendar can e show thorough clicking the "Months" button on the right, or selecting "Three month calendar" in the drop down.

Calendar navigation interface for quick date selection and three-month view

  1. The "Condensed view" can be activated to bring more resources with limited information on one screen.

Condensed view option for displaying more resources with simplified information

  1. Toggle "Weekdays" and "Week numbers" to show and hide this information.

Weekdays and week numbers toggle controls for calendar display options

  1. Use the "Collapse bookings" option to merge the display of concurrent bookings.
    Clicking a concurrent booking will display the individual bookings and the "+" & "-" buttons next to the resource name can be used to show or hide the bookings.

Collapse bookings feature for merging concurrent booking displays with expand controls

  1. Toggle the "Show times on drag" option to display times while dragging a booking.

Show times on drag toggle for displaying time information during booking moves

Custom Views​

  1. To create a new resource list view in the planner "Create new...", then select and rooms, people, or resources you wish to see in the view.
    Give the list a name and decide if it should be private or to share it with your team.

Custom resource list creation interface for selecting rooms, people, and resources

  1. To customise the Information displayed within a view, click on the gear symbol next to the name.
    Navigate to "Display settings", open the list of "Available Options".
    Copy and past the required options, including the brackets, to the relevant fields then select update.

Display settings customization interface with available options and field configuration

  1. The colours bookings are displayed in can also be customised.
    Click the gear symbol next to the name.
    Navigate to "Display settings", in the "Booking colours" panal open the "available options" tab.
    Copy and past the required options, including the brackets, to the relevant fields then select update.

Booking colors customization panel with available options for visual styling

Project Gantt​

tip

For a comprehensive overview of Gantt planning, visit the Project Gantt page.

  1. Access gantt planning by selecting "Project Gantt" in the drop dow menu on the top left.
    Select the projects you wish to view in the drop down on the top right.

Project gantt access through dropdown menu with project selection options

Milestone Overview​

  1. For an overview of Milestones, select "Milestones" from the drop down menu on the top left.
    Select the Projects you wish to view from the drop down on the right.

Milestone overview access with dropdown menu for project milestone viewing

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