Project Planner
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NOTE: This feature is only available in the
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The Project Planner module makes it easy for you to keep up with related details about your project. You can also use the optional Project Tracking feature to measure your progress in completing various tasks.

Best of all the two ways of using the Project Planner are not mutually exclusive. You can mix and match Groups and Items that are tracked and not tracked in the same project.

This means that you can use the Project Planner to create organized lists, to track progress of one or more related items or groups ... or both at the same time!

The Project Planner uses a tree control to display these groups of related items in an organized fashion.


You access this feature by clicking the Planner
button on the toolbar.

There is also a Project Planner sub menu that is described below this screen shot:
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Expand All
- expands all the nodes on the tree

Contract All
- contracts all the nodes on the tree

Expand
- expands a selected node on the tree

Contract
- contracts a selected node on the tree

Add Group
- adds a Group level node to the tree

Edit Group
- adds the selected Group level node on the tree

Delete Group
- deletes the selected Group level node on the tree

Add Item
- adds a Item level node to the tree

Edit Item
- adds the selected Item level node on the tree

Delete Item
- deletes the selected Item level node on the tree

Note: Some buttons are enabled or disabled based on where you click on the tree.



Popup Menus

There are three types of popup menu:

Root Level Menu
- available when you right-click on the top level of the tree
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Group Level Menu
- available when you right-click on any Group node of the tree
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Item Level Menu
- available when you right-click on any Item node of the tree
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There are popup menus that appear when you right-click on any node of the tree. These mimic the features available in the sub menu for that level of the tree. Both function the same so use which ever one you prefer.




The full screen shot above is an example of a mixed project. The first three groups have tracking enabled, the last one does not.

If you click the Expand All
button on the toolbar, the tree expands to this view:
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From the view in the screen shot above, you can see that the groups and items that have tracking enabled all display a percentage of completion.

Individual items show the percentage of completion for that item.

Groups show the number of items tracked and the overall percentage of completion for that group.

The project shows the number of items tracked and the overall percentage of completion for the entire project.


Groups and items that do not have tracking enabled appear as an organized list.