To design the planning overview of your project, select the Planning tab.
The Planning window allows you to plan the project's key moments, processes and activities. Using the Details pane you can also specify additional information. This in turn will allow you to design specific tools:
Main window |
Details pane |
Tools |
Key moments |
Relation of key moment to other key moments or activities (1) |
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Processes |
Who organises and where (1) |
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Child activities (1) |
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Activities & sub-activities |
Relation of activity to other key moments or activities (1) |
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Duration of activity (1) |
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Who organises and where (1) |
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Preparation and follow-up periods (1) |
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Repeating activities (1) |
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(1) You can also do this in the Logframe window. In the Details pane of the logframe you can modify dates, durations and so on, but in the Planning window you have drag-and-drop functionality.
The difference between key moments and activities is that key moments don’t have a duration. They are more like deadlines or mile-stones.
Activities have:
Activities can have child activities. In that case the parent activity becomes a process and its start and end dates (duration) depend on the start and end dates of its sub-activities.
There are two ways to set the (start) date of a key moment or activity:
Apart from the project's start and end date, you can link an activity or key moment to any other activity or key moment. Blue arrows show which activities and key moments refer to a certain key moment. Black arrows show which activities or key moments refer to a certain activity. You can show or hide these arrows using the Lay-out toolbar: in the View section click on the Links to key moments or Links to activities button.
To link activities / key moments using the planning window (drag-and-drop):
To unlink activities / key moment using the planning window (drag-and-drop):
To set a relative date using the Details pane:
To set an exact (absolute) start date:
The Activity Detail pane allows you to set the start date and duration of the activity, indicate who will organise it and where; determine how long you will need to prepare or follow-up the activity; and how many times you need to repeat the activity.
There are five tabs available:
Duration tab settings:
The actual start date will and end date of the activity will appear in the top-right corner of the pane, as well as on the bottom of the Duration tab.
Organisation tab settings:
Preparation and follow-up tab settings:
Preparation and follow-up periods can be identified for every activity, but they are totally optional.
Repeat tab settings:
If you have a repeating activity, you can make use of these settings. Repeating an activity is optional, so in most cases you won't have to fill out this information.
Once you've set the repeat settings, the Dates list will give you an overview of how many times and when exactly the activity will take place.
You can use this tab to add, edit or remove child activities, using the Items toolbar (click into the list view first).
Once you've added a child activity, the activity becomes a process. This means that its duration will be determined by the duration of the child activities. As a consequence, the Duration, Preparation & Follow-up and Repeat tabs will not be visible any more.
You can also add, edit or remove child activities using the main planning window.
Here you can change the following information:
You can print the planning or export it to MS Word. The print version gives you the most detailed view. The MS Word version is a basic version with a general overview of the key moments and activities per month in a table for each year of the project.
In print preview you can select for which outputs you want to see the planning, and whether or not you want to see both activities and/or key moments. You can also set the level of detail (days – weeks – months – trimesters – semesters – years).