Project Plan

Created by Niharika Pandey, Modified on Tue, 27 Sep 2022 at 01:38 PM by Niharika Pandey


The Project Plan tab allows you to have an organised and detailed view of your Projects

You can have a quick look at the Project plan tab to track the project's progress and identify inconsistencies. 

It also helps to bring your attention to the tasks that are at risk and need to be addressed on priority.




Read through to know more about the features and functionalities of Rocketlane's Project Plan tab.



Project Plan Views


Project plan tab has two views that help you to plan your project better.


  • The Board View allows you to have a birds eye view of the project flow with a focus on phases, tasks and assignees.




  • The Timeline View allows you to track dates and keep up with the project timelines using a Gantt- Chart format.










Project Plan Menu Bar
Let's go through the Project plan's Menu Bar and its essential functions:





Tasks Filter 


 Choose from the following options to filter tasks based on their completion status.

  • All tasks
  • Incomplete tasks
  • Completed tasks




Responsible Filter


The Responsible filter helps you to view tasks based on the Organisation that is accountable. It lets you filter the tasks assigned based on the Vendor and Customer's Organisation.




Present

The Present icon helps you to enter full-screen presentation mode and present a clean overview of the Project Plan. 



Pro Tip: The Presentation mode is useful during kick-off calls with customers as it skips displaying private phases and tasks.



The Present feature for the Board view allows you to introduce each project phase in a sequential manner. 

You can click on the arrow icons from the top-right corner of the screen to navigate between phases while presenting.






The Present feature for the Timeline view allows you to present project timelines whilst not displaying the private phases and tasks.






Export


Export allows you to convert the project plan into a PDF/ Excel file-format and export it. 

The Export project plan dialog-box opens after you click Export.


  • Status: Choose the tasks status that you specifically want to export to the file.


  • Responsible: Filter tasks based on which team is accountable.


  • File format: You can export the project plan in a PDF and Excel format for Board view and Timeline view respectively.

  • Orientation (Only for Board view):  Select the orientation of the PDF file. You can choose between Portrait and Landscape.

  • Include Private tasks: Allows you to choose if the exported file should include private tasks or not.



Click Export after adjusting file properties to export the file.








The Project Plan Board View



The Board View has all the project phases presented in a column-wise format encompassing tasks under each phase respectively. 


Pro Tip: You can add a task from the Board view by clicking on the Add task icon located at the end of each phase.




Project Phases


Rocketlane's Projects are divided into phases for the ease of planning and execution. 



Editing Project Phases


Each Project Phase can be edited from the Board view in the Project Plan tab.


  1. Click on the Edit Project Phase icon next to each phase name.



  2. The Edit project phase dialog box opens. 



  3. You can perform the following functions from this dialog box:
    • Edit the Phase name.
    • Edit the Start date and End date of the project.
    • Edit the Privacy type for the project. Choose between Private and Shared.
    • To delete the project phase, click Delete phase.


  4. Click Save to proceed with the edits.




Pro Tip: You can hover over the progress bar below each phase and get a tool-tip summary of all the tasks in the phase. Get updates about completed, in progress and to be done tasks. 

The Current date is also reflected in the progress bar with a pointer to help you track where you should have been in the project based on the Project Plan.





Changing the Project Phase Status


You can change the project phase status from the Board view in the Project plan tab. 




Choose from the following options:

  • To do
  • In progress
  • Completed
  • Blocked






Adding Project Phases to a Project from the Project Plan Tab


You can add a new Project Phase from the Project Plan tab by scrolling right to the last phase and click on the Create Project phase icon.


You can add a new project phase using the following two ways:


  1. Import phases using Project Templates

    You can add phases to your project by importing a Project Template from the Project Plan view.


    Go to Create Project Phase > Import Templates.

    To know more about importing Phases from the Project Plan tab click here.



  2. Creating a Project phase

    You can create a new project phase to add to your current phase by choosing the Create project phase option.


    In the Create project phase dialog box, add the project phase name, Start Date, Due Date and Privacy Type. Click Save to create a new Project Phase.









Project Tasks


Each project phase consists of tasks which further make it easier for delegating resources and micro managing the entire project.


Pro Tip: You can drag and drop tasks to rearrange the order inside a phase.



Task Properties


Click on any task and edit the properties from the dialog box. To know more about each task properties in detail click here.




Adding a Task to a Phase


  1. Click on the Add task button at the end of each phase.



  2. The add task dialog box pops up. 



  3. You can edit the following task properties:
    • Name the task.
    • Assign a team member to the task.
    • Assign a Due date.
    • Give a Description to the task.


  4. Click Create to save the new task.







The Project Plan Timeline View


The Timeline View allows you to track dates and keep up with the project timelines using a Gantt- Chart format.





Pro Tip: You can change the start date and end date of the by sliding the timeline bar associated for each task

You can also drag the ends of the bar to change the duration of the task.




The view has four columns followed by the gantt-chart spread horizontally across with an infinite scroll option. 


Pro Tip: You can adjust the size of the viewing window for the Gantt-chart. Slide the vertical bar on the left of the Gantt-chart to expand/contract the viewing window. 


The four columns are as follows:

  • Project Plan: Consists of all the phases with an option to expand/ collapse the list of  tasks which are a part of the phase.

  • Start date: The assigned start date of each phase/ task.

  • Due date: The assigned due date of each phase/ task.

  • Duration: The duration of each phase/ task calculated based on the assigned start and due date.







Timeline View: Features and Functions





Baseline



The Baseline feature allows you have a saved reference point for your project timelines. 

The idea of saving baselines is to have an idea of how far you have deviated from the original plan.





Creating a New Baseline



  1. To create a new Baseline, go to Baselines > New.



  2. In the New baseline dialog box, give a name to the baseline and add notes in case you want a description.

  3. Click Save to save your new Baseline.




To view your baseline, select it from the options available under Baseline.

Notice the grey bars on the timeline are the baselines.








Zoom Filter


You can define the zoom level for your timelines starting from Quarter, Month, Week upto a Day's level.



Expand All Tasks


This allows you to expand all the tasks for each phase.



Collapse all tasks


This filter allows you to collapse all the tasks for each phase and brings the focus back to phases.



Zoom to Fit


Allows you to have a wholesome view of the entire Project Plan. The Gantt-chart for the entire project plan is fit in the viewing window.


Pro Tip: The viewing window for the gantt-chart timeline is adjustable and you can slide the left end to expand and collapse the timeline view.



Zoom in and Zoom out


This filter lets you maximise/ minimise the view on a macro/ micro level.



Previous/ Next timespan


Allows you to move to the previous/next timespan based on the level of zoom that you are currently on and your current viewing window size.



Creating Task Dependencies from Timeline View


You can create task dependencies by linking the end of one task bar to the start of another.







Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.



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