The projects displayed in WorkPlanner are entered in Organizer. That is where the baseline of the projects is. In WorkPlanner, all work with projects and tasks is made in a planning version. Only when the planning version is posted is the project updated in Organizer and the changes saved in the baseline. The changes are then shown to all users.

All planning versions are linked to a user. A user can have multiple planning versions. Each planning version has a unique name and system ID.

The work with planning versions in WorkPlanner is in many ways similar to the work with the changeset in dpSpatial.

 

When you first work on a project or task in WorkPlanner, you do so in a new planning version. This opens automatically each time you start WorkPlanner. Planning versions are displayed in a tree structure under the tab Planning version in the sidebar. The name of the active planning version is shown in bold.

The planning versions are only visible to you and they are only saved in WorkPlanner. You can undo all changes in a planning version. When you are satisfied with your planning, post the changes to the database. Then the projects and tasks in Organizer are updated.

During work, you can save the changes in a planning version by saving it with a new name. To continue working in the saved planning version, you must actively select it. The changes you make in the saved planning version are saved automatically.

You can also edit the names of your saved planning versions.

 

Planning version New

Each time you start WorkPlanner, the planning version New automatically opens with a unique system ID in parentheses.

Planning version New with its unique system ID is always in the folder structure. When you want, you can use it to name and save it with a new name and new system ID.

When you open a saved planning version, the name New and the system ID are displayed in italics.

 

Name and save planning versions

When you have worked in a new planning version and want to continue the work at another time, you can name and save the planning version without posting it.

1.In the sidebar, open the tab Planning version.

2.Select the planning version New.

3.Right-click and select Save as. The dialog box Planning version opens.

4.Enter the Name of the planning version.

5.Enter a Comment (optional).

6.Press OK. The planning version is displayed in the calendar view.

 

 

 

Work in saved planning versions

1.In the sidebar, open the tab Planning version.

2.Do one of the following:

a.Double-click the desired planning version.

b.Select the desired planning version, right-click and select Open.

The planning version is displayed in the calendar view. The name of the planning version is displayed in the folder structure in bold.

3.Make your changes.

The changes you make in the saved planning version are automatically saved.

 

View changes in planning versions

To pan to the tasks that you have changed in the current planning version, do the following:

1.In the sidebar, open the tab Planning version.

2.Right-click the name of the planning version and select Show affected tasks.

 

Undo changes in planning versions

You can undo your changes in a planning version in several ways.

 

Undo the last change

1.In the sidebar, open the tab Planning version.

2.Select the open planning version.

3.Right-click and select Undo. The dialog box Undo planning version opens.

4.Press Yes.

 

Undo all changes before closing WorkPlanner

1.Select the cross in the upper right corner to close WorkPlanner. The dialog box Unposted changes in the temporary planning version opens.

2.Press Undo. WorkPlanner closes.

 

Post changes in planning versions

When you are satisfied with your planning, post the changes to the database. Then the projects and tasks in Organizer are updated.

1.In the sidebar, open the tab Planning version.

2.Select the planning version you want to post.

3.In the toolbar, press Post planning version. The dialog box Post planning version opens.

4.Press Yes.

 

Create new planning versions

You can create new planning versions with unique system IDs during the current session.

1.In the sidebar, open the tab Planning version.

2.Press New. The dialog box Planning version opens.

3.Enter the Name of the planning version.

4.Enter a Comment (optional).

5.Press OK. The planning version is displayed in the folder structure.

 

Delete planning versions

You can delete planning versions you have saved.

1.In the sidebar, open the tab Planning version.

2.Select the planning version you want to delete.

3.Right-click and select Delete. If the planning version contains changes, the dialog box Delete planning version opens. The dialog box notifies you that there are unposted changes in the planning version.

4.If you still want to delete the planning version, or if the planning version does not contain any changes, press Yes.
 
Planning version New automatically becomes active.

 

Open in new Workplanner frame

When for example you are working with resource planning and want to see the effects of your planning sketches without having to post, you can open a new Workplanner window in the same planning version and activate the resource overview in the new window.

1.In the sidebar, open the tab Planning version.

2.Right-click the planning version you want to open and select Open in new Workplanner frame. The planning version opens in a new empty Workplanner window.