Organizer > WorkPlanner > User interface

WorkPlanner's user interface is divided into six main areas: The title bar, menu bar, toolbar, calendar view, sidebar and status bar.

Title bar

The title bar shows:

•The icon for the main application.

•The name and system ID of the current planning version.

•WorkPlanner and version number.

Menu bar and toolbar

In the menus in the menu bar, you access all commands and tools in WorkPlanner. The most commonly used commands are also available in the toolbar in the form of icons and buttons. Some commands also have keyboard shortcuts.

The selected tool with a short instruction is displayed in the status bar at the bottom left.

Many tools in WorkPlanner are standard tools that are also used in the main application. The tools specific to WorkPlanner are described here.

Edit

Menu option	Description
Copy map view to clipboard	Copy the calendar view to the Clipboard.
Move object	Move an object in the calendar view.
Book resources	Book resources for needs.

Settings

Menu option

Description

Show holidays...

The dialog box Select holidays opens. Weekends and holidays are shown in light gray in the time-space view when it is displayed in the month and day view. By default, Sweden is chosen.

To deselect weekends and holidays, select the country in the Selected field and move it to the Available field in the dialog box.

To view weekends and holidays for another country, select the country in the Available field and move it to the Selected field. The available countries are configurable, see the Administration manual.

Resources

Meny option	Description
Demands status	Show the resources needs for entire projects and tasks in the resource planning view with its own set of colors.
Demands and bookings	Show both the resources needs and bookings for entire projects and tasks in the resource planning view with its own set of colors.
Show activity progress	Show activity progress for the tasks.
Filter resources by Category	View the resources divided into the categories or types they belong to.
Filter resources by Competence/Class	Show the resources divided into the categories or types and skills or class they belong to.

Window

Menu option	Description
Free scaling	Change scale by left-click and drag in the calendar view.
Year scale	Set time scale in the calendar view adapted for annual view. Shows years and quarters.
Month scale	Set time scale in the calendar view adapted for monthly view. Shows years, months and weeks.
Day scale	Set time scale in the calendar view adapted for day view. Shows years, months, weeks and days.

Toolbar

Menu option			Description
Free scaling			Change time scale by left-clicking and dragging in the calendar view.
Return to start view			Reset the time scale in the calendar view to default.
Year scale			Set time scale in the calendar view adapted for annual view. Shows years and quarters.
Month scale			Set time scale in the calendar view adapted for monthly view. Shows years, months and weeks.
Day scale			Set time scale in the calendar view adapted for day view. Shows years, months, weeks and days.
Show only plannings			Toggle show planning/planning and baseline
Map template			Functions for saving current graphic settings in the object list to "map templates" and activating these for display.
	Use custom		A list with your own saved map templates.
	Use global		A list with corporate map templates.
	Save custom
		Save...
		Refresh
	Share map template
	Delete
Post planning version			Post the changes in the active planning version to the database.
Move object			Move an object in the calendar view.
Book resources			Book resources (people and machines) for identified needs.
Show resources			Show or hide resources in the calendar view.

The calendar view

The calendar view shows the selected projects, tasks and task content as bars in a horizontal chart along a time axis. The scale on the time axis is automatically adjusted to the search result. You can also change it yourself by zooming.

The length and placement of the bars for projects and tasks on the time axis are determined by the start and end times of the task content in Organizer. As the start time, WorkPlanner selects the earliest time of the planned and the actual start time, for an activity for example. As the end time, WorkPlanner correspondingly selects the end time, planned or actual, which is the most recent.

Projects, tasks and task content are displayed in two different views with different sets of colors:

•The time planning view based on time planning and progress. This view is displayed by default.

•The resource planning view based on resource needs and bookings.

The resource planning view is displayed and hidden using the button Show Resourcesin the toolbar.

The appearance of the bars in the different views is configurable with the exception of the colors of the progress of the tasks. See Adjust displayed objects.

The red, vertical line indicates the current date and time.

The time planning view

In the time planning view, you get an overview of the tasks based on time and progress. You can dynamically move and change task content.

The colors on the bars in the scheduling view indicate both the project, task and type of task content, as well as progress. The standard colors are given in the tables below.

Color		Project, task and task content
	Purple	Project
	Light gray	Task
	Blue	Selected task
	Pink	Planned activity
	Turquoise	Highlighted activity while the dialog box Replanning is open
	Red	Decision point
		Milestone

Color		Progress of activities
	Dark green	Closed
	Dark yellow	Ongoing

The resource planning view

The resource planning view shows the personnel and machine resource needs that are defined for the tasks and their content in Organizer. You can also show the booking status per resource or per resource need type. The progress of the tasks can be added as a layer on top of the need status.

The colors of the bars in the resource planning view indicate the resource need status on an overall and a detailed level.

Color		Resource needs status of activities
	Purple	Project
	Light gray	Task
	Blue	Selected task
	Green	Resource needs met
	Yellow	Resource needs partially met
	Red	Resource needs not met
	Gray	Resource needs not identified

Color, resource rows		Resource needs status of activities
	White with red frame	Resource needs not met
	Light blue	Resource needs met

Color		Progress of activities
	Dark green	Closed
	Dark yellow	Ongoing

The sidebar

The sidebar opens by default when you start WorkPlanner.

In the sidebar, search and select which tasks you want to display in the calendar view. You can also select the calendar view content and customize the graphic appearance. The current and saved planning versions are available under separate tabs.

The sidebar contains three tabs: Content, Map and Planning version.

Content

Under the Content tab, search for the tasks and task content in Organizer that you want to display in the calendar view. You can search for:

•Tasks and task content.

•Tasks and task content planned for the next quarter.

•Activities in different states.

The searches are made with predefined questions to Organizer's database. In the tree structure, select the query type. You can then refine the search by keywords and filtering.

The search result is displayed in a table at the bottom of the sidebar. There you select the object or objects to display in the calendar view.

Based on the query types in the tree structure, you can save your own search queries with the search criteria you often use.

Save your own search queries

Your saved search queries are automatically saved in the folder Saved questions that is created when you save your first search query.

Your search queries are linked to your personal user profile, only you have access to your own queries.

1.In the sidebar, select the Content tab.

2.Open the folder Base queries and select one of the following:

	Project
	Task
	Activity
	Mile stone
	Decision point
	Workflow, mixed
	Personnel need
	Machine need
	Personnel resource booking
	Machine resource booking

3.Refine your search by:

•Entering the Project name or Task name as keyword.

•Filtering by Stadium: All, Active or Closed.

•Filtering by Owner (task, milestone or decision point).

•Filtering by type of activity, milestone or decision point.

4.Press Search. The search result is displayed in the lower part of the sidebar.

5.Press Save. The dialog box Save search opens.

6.Enter the name of the search.

7.Press OK. The search query is saved in the folder Saved queries with the name you gave it and the symbol of the basic query you used.

Delete saved search queries

1.Select to the Content tab in the sidebar.

2.Open the folder Base queries and select the search query you want to delete.

3.Press Delete. The search query is deleted.

The right-click menu in the search result in the sidebar

Menu option	Description
Show/change attribute	Open the attribute form for the selected object.
Show in active view	Show and highlight the selected object in the map view.
WorkPlanner	Show and highlight the selected object in a new WorkPlanner window.
Thematic map for [your field selection]	Show the objects in a results bar in the calendar view according to the color codes in the thematic map.

Map

Under the Map tab, you can customize what is to be displayed in the calendar view and what it should look like. You can both change the appearance of objects temporarily, and create and select templates for predefined appearances.

Planning version

Under the tab Planning version, the planning version New is automatically displayed in a tree structure each time you start WorkPlanner. If you have saved planning versions with new names, these are also displayed in the tree structure. The name of the active planning version is shown in bold.

The status bar

The status bar shows, from left to right:

•Selected tool with icon.

•Brief instructions for the next step.

•Messages: confirmations, information and error messages.

•Information about the current date and time or scale at the mouse cursor in the calendar view. Switch between the two types of information by right-clicking.