New/Latest Activity
18 March 2025, 07:49
The purpose of saving as a draft is to preserve incomplete work so you can return to it later and continue editing. Drafts do not trigger any rules, email alerts or double booking checks until they are published.
This feature should be released soon.
Let us know how you would like it to work so we can be sure to include those options in the release.
This feature should be released soon.
Let us know how you would like it to work so we can be sure to include those options in the release.
18 March 2025, 07:49
Drafts
11 March 2025, 15:53
Groups and resources are normally sorted alphabetically or manual set at the account level. But there are times when you have a list of resources and prefer a different sort order, or a dynamic sort order based on some value.
Resources can also be sorted by the number of days they are busy or the number of events they are tagged in. This means you can always have the busy or under utilized resources at the top which helps you quickly see who needs more work ensuring an even distribution where needed.
Sorting Groups
Sorting groups by the name or color allows you to keep groups of similar types together. For example you may have many staff groups and color them all yellow, and all your various equipment groups colored blue. Sorting groups by color will keep the staff and equipment groups together.Sorting Resources
Sorting resources by color allows you to keep groups of similar resources together inside a master group. For example you may have many a single All Staff group which includes Managers and Admins. Coloring each person with a color matching their role allows you to group by color and therefore role.Resources can also be sorted by the number of days they are busy or the number of events they are tagged in. This means you can always have the busy or under utilized resources at the top which helps you quickly see who needs more work ensuring an even distribution where needed.
11 March 2025, 15:52
Sorting or changing the order of groups and resources
25 July 2023, 14:06
Sorting or changing the order of events
12 February 2025, 16:13
Something didn't load - Reload Page error
9 August 2023, 07:22
Planning vs. Scheduling: Two Sides of the Same Coin in Project Management
Project success relies on well-defined planning and detailed scheduling. Though seemingly similar, these crucial steps have distinct purposes and timelines within a project. Understanding their differences is key to successful project management.
Planning is the initial phase, laying the foundation for the entire project. It's about defining the what, why, and how of your project goals.
Define Objectives: What do you want to achieve? Clear goals are essential for guiding the project's path. Identify and Allocate Tasks: Break down the project into manageable tasks and assign them to the right people. Resource Allocation: Ensure you have the necessary time, budget, and people to complete each task. Risk Assessment: Anticipate potential problems and create mitigation strategies. Sequence and Dependencies: Establish the order of tasks and their relationships. Timeline and Milestones: Set a high-level schedule outlining key project milestones.
Use simple tools like sticky notes or a kanban board to visually map out your tasks and dependencies for initial planning. This visual approach helps teams collaborate more effectively and identify potential bottlenecks early on.
Once the plan is in place, scheduling provides the detailed execution plan. It's about translating the plan into a concrete timeline.
Task Sequence and Timing: Define the exact start and end times for each task. Resource Assignment: Specify precisely which resources (people, tools, equipment) go to each task. Time Estimation: Accurately estimate the time needed for each task. Use historical data or expert judgment. Calendar Integration: Factor in holidays, weekends, and other time constraints. Flexibility and Adjustments: Be prepared to adapt the schedule as the project evolves.
Why Both Are Essential
Planning provides the vision, while scheduling provides the action plan. They work together like an architect's blueprint and a construction crew's implementation. Understanding their roles is critical for successful project management.
Key Takeaways
Planning is the strategic groundwork. Scheduling is the tactical execution. Together, they lead to efficient and effective project completion.
Example: Building a house. Planning involves deciding on the style, features, and budget. Scheduling involves creating a detailed timetable for each construction phase, assigning specific tasks to contractors, and factoring in material delivery timelines.
Project success relies on well-defined planning and detailed scheduling. Though seemingly similar, these crucial steps have distinct purposes and timelines within a project. Understanding their differences is key to successful project management.
Planning: The Big Picture
Planning is the initial phase, laying the foundation for the entire project. It's about defining the what, why, and how of your project goals.
Use simple tools like sticky notes or a kanban board to visually map out your tasks and dependencies for initial planning. This visual approach helps teams collaborate more effectively and identify potential bottlenecks early on.
Scheduling: The Detailed Execution Plan
Once the plan is in place, scheduling provides the detailed execution plan. It's about translating the plan into a concrete timeline.
Why Both Are Essential
Planning provides the vision, while scheduling provides the action plan. They work together like an architect's blueprint and a construction crew's implementation. Understanding their roles is critical for successful project management.
Key Takeaways
Example: Building a house. Planning involves deciding on the style, features, and budget. Scheduling involves creating a detailed timetable for each construction phase, assigning specific tasks to contractors, and factoring in material delivery timelines.
18 March 2022, 10:50
A Kanban board is a visual tool used to organize and track tasks. It typically consists of columns representing different stages of a workflow (e.g., "To Do," "In Progress," "Testing," "Done"). Tasks are represented by cards/events that are moved between columns as they progress through the workflow. Kanban boards encourage workflow visualization, limiting work in progress (WIP), and continuous improvement of processes.
The Kanban View allows you to see your planned tasks and events in a vertical layout. In the Kanban View a column is added for each resource/tag from the group you choose or filter you apply. Your filters can be saved to allow quick access to many filtered views. Access from the Views menu, then choose Kanban.
Resources/tags can also be used to track the progress of any other actives that you need to track. The image below shows how an accounts team can track the status of invoices for chargeable work. When an invoice is required an event can be tagged with Needs Invoicing by any user. This will make it will appear on the board that the accounts team is monitoring. It can be dragged to the next column on the right as they complete each step of the process. The tags used here are Needs Invoicing, Invoice Sent and Invoice Paid.
A Kanban view can be great as a monitoring tool to get a high level view of the status and progress of any work. Use a filter to pick the various tags you want to monitor and then watch as events move from column to column as the schedulers and planers work on those events live in another views.
Simplify the monitoring of resources/tags like To-Be-Assigned, Urgent, or Waiting-Parts, separately from the extra detail shown in other scheduling views. As the list of events in any column grows this can highlight an issue or backlog.
The Kanban View allows you to see your planned tasks and events in a vertical layout. In the Kanban View a column is added for each resource/tag from the group you choose or filter you apply. Your filters can be saved to allow quick access to many filtered views. Access from the Views menu, then choose Kanban.
Kanban Style (without timeslots)
A Kanban style board shows columns for each step of a process you take. Steps of a task maybe To-Do, In-Progress and then Done. Users can drag and drop events from one column to the next as the event progresses. This style of view is perfect for users or departments that need to track the progress of specific tasks rather than using a timeline based planning board.Resources/tags can also be used to track the progress of any other actives that you need to track. The image below shows how an accounts team can track the status of invoices for chargeable work. When an invoice is required an event can be tagged with Needs Invoicing by any user. This will make it will appear on the board that the accounts team is monitoring. It can be dragged to the next column on the right as they complete each step of the process. The tags used here are Needs Invoicing, Invoice Sent and Invoice Paid.
A Kanban view can be great as a monitoring tool to get a high level view of the status and progress of any work. Use a filter to pick the various tags you want to monitor and then watch as events move from column to column as the schedulers and planers work on those events live in another views.
Simplify the monitoring of resources/tags like To-Be-Assigned, Urgent, or Waiting-Parts, separately from the extra detail shown in other scheduling views. As the list of events in any column grows this can highlight an issue or backlog.
Vertical Timeline (with timeslots)
Each column (Resource/Tag) can be divided with timeslots so the start date of each event can be seen. Events can be dragged to a new timeslot or a different column to be assigned with a different resource/tag. This can be great to view physical resources like people, rooms and equipment or tasks statuses where the actual date of the event is critical. 1 March 2025, 07:22
Understanding the Difference Between Planning and Scheduling
28 February 2025, 15:51
From your Account Settings, Users page, any admin in your account can click a Users name to see their login account number, username or login name.
28 February 2025, 15:50
How to find login details, ID, account number, username, or password.
12 February 2025, 16:13
Running As blocking software? It's got a bug and breaking our website! Upgrade it to the latest version.
The first step to resolving the issue is to try to login with a different browser to see if the issue is browser specific or PC specific.
If the issue only happens on one browser but works in a different browser then it might be a faulty extension that is running in that browser.
Some Ad blocking extensions inject code into every webpage you visit, but may have bugs and it is clashing with safe code we use. We also do not show any Ads. Disabling, temporarily, any extensions one by one until you find the faulty one, will let you see which is causing the issue. You can then disable it, or add our website to its Whitelist so our website is not modified.
If the issue persists in more than one browser then it may be something on the PC or our website that is causing the issue.
We have seen recently a faulty update in Kaspersky virus checker web scanning tools, and NordVPNs Ad blocking technology, and other security tools, that are injecting code into every webpage you visit, but it has bugs and it is clashing with safe code we use. We also do to show any Ads. Disabling, temporarily, Kaspersky or NordVPNs Ad blocking technology will let you see if this is the issue.
The first step to resolving the issue is to try to login with a different browser to see if the issue is browser specific or PC specific.
Some Ad blocking extensions inject code into every webpage you visit, but may have bugs and it is clashing with safe code we use. We also do not show any Ads. Disabling, temporarily, any extensions one by one until you find the faulty one, will let you see which is causing the issue. You can then disable it, or add our website to its Whitelist so our website is not modified.
We have seen recently a faulty update in Kaspersky virus checker web scanning tools, and NordVPNs Ad blocking technology, and other security tools, that are injecting code into every webpage you visit, but it has bugs and it is clashing with safe code we use. We also do to show any Ads. Disabling, temporarily, Kaspersky or NordVPNs Ad blocking technology will let you see if this is the issue.
27 September 2024, 16:41
Milestones are key moments in time that are fixed and have no duration. They show specific points in your planning and schedule that mark important dates, stages and events using colored triangles. They highlight a change, key date or deadline to help all users focus towards a common goal. They can act as a signpost to help guide users to the next major milestone and show the progress of work completed so far.
When adding a milestone you can set the color and a title that is shown when hovering over the icon in the schedule. Update its percentage competed value to show, and inform others, of the milestone progress.
Using Milestones
Milestones can be used to notify a lead or manager that a collection of events and subtasks have been completed without them needing to be informed of the progress of each individual event or subtask. A milestone only report gives a high level overview of the overall progress of a project, or schedule of works, without the need to see every event or task that makes up the entire plan. Create a resource row at the top of your schedule where you can place and view all milestones together for a great plan and progress overview. Filters can be used to filter in or out any milestone events should you want to include or exclude them from your views and reports.
Milestone Examples
Show the start of a project or a set of related events Show when a project or a set of related events must be completed Date for a progress review The end of a phase of planning When critical documents need to be received/finalised
When adding a milestone you can set the color and a title that is shown when hovering over the icon in the schedule. Update its percentage competed value to show, and inform others, of the milestone progress.
Using Milestones
Milestone Examples
20 November 2022, 10:17
The Watchlist is used to allow you to monitor a specific list of events that you choose. They are shown in a panel on the right of your Timeline view and can be clicked to open or dragged onto your schedule. Manually add events to your watchlist by clicking an event and choosing Add to my watchlist, or pick a saved filter to view matching events. Turn on the Watchlist in the View layout settings..
Some examples of how the Watchlist is being used :
Manually add events to work on later. Monitor when events are added to a specific resource like Urgent or Breakdowns so they can be seen and planned quickly. Use No Date events, or use a resource like Pending as a holding area for events you want to plan. The Watchlist can show these ready for you to simply drag and drop them into your schedule. Show a list of all your Tasks due in the next 7 days so you can work through them like a personal task list. List all events Pending an invitation reply, or view those that Declined an invitation. Keep a watch on all the events added or changed today.
View your personal watchlist or save an Event filter with the search criteria you need, then in the Watchlist select the saved filter to use.
Manually add events to your watch list by clicking an event and selecting Add to my watchlist from the More Actions button you have the event is open.
Some examples of how the Watchlist is being used :
View your personal watchlist or save an Event filter with the search criteria you need, then in the Watchlist select the saved filter to use.
Manually add events to your watch list by clicking an event and selecting Add to my watchlist from the More Actions button you have the event is open.
9 July 2019, 07:21
The filter is used to narrow the information shown in all your views and reports. Typing in the search box top left allows you to quickly filter by a single field. Or you can apply an Advanced Filter on multiple fields. Once a filter is applied it will effect all views and reports until it is cleared. Filters can be saved for common filtering, then selected from your filter list using the down arrow next to the filter button.
An example of views and reports that include groups and resources include the Timeline View and Sample Report 2. The resource filter will have no effect on views and reports that have no groups or resources like the List View, Gantt View or Sample Report 1 as these just lists events.
Some views and reports have both resources and events like the Dashboard or Sample Report 2 so both filters can be used to filter different parts of the view and report.
Event Filter
The Event Filter allows you to filter your Events based on date, field data and the resources tagged, or not tagged, in those events. All views and reports that have events are effected by this filter like Calendar Month, List, Gantt and Map. Group and Resource Filter
The Resource Filter allows you to filter your Groups and Resources. Only views and reports that have resources are effected by this filter like Timeline and Dashboard.An example of views and reports that include groups and resources include the Timeline View and Sample Report 2. The resource filter will have no effect on views and reports that have no groups or resources like the List View, Gantt View or Sample Report 1 as these just lists events.
Some views and reports have both resources and events like the Dashboard or Sample Report 2 so both filters can be used to filter different parts of the view and report.
Saved Filters
If you have a list of filters you run often you can save these and access them quickly from the filter dropdown list. Still need help? Contact Us
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