Project Planner

Project Planner

This guide covers accessing, configuring, and using the Project Planner in Octayne PSA.

Accessing the Planner

1. Open Projects from the Navigation Menu.
2. Select the project you want to plan.
3. In the central Navigation Menu for the project, select Planner.

[Screenshot: Project navigation menu with the Planner option highlighted]

Configuring the Planner View

1. Select the Settings icon in the top right of the Planner.
2. Under Group By, select how to organize resources:

• Billing Code -- groups rows by billing code.
• Member -- groups rows by team member.

1. Use the checkboxes to toggle which data columns are visible:

• Booked
• Approved
• Remaining
• Invoiced

[Screenshot: Planner Settings panel with Group By dropdown and visibility checkboxes]

Tip: Switch between Group By options to get different perspectives on project allocation and progress.

Switching Between Gantt and Table View

Use the view toggle at the top of the Planner to switch between:

• Gantt -- a visual timeline of allocations and task assignments.
• Table -- a spreadsheet-style view of hours and dates.

[Screenshot: Planner view toggle showing Gantt and Table options]

Adding Members to Task Types

1. In the Planner, locate the task type row in the Resource column.
2. Select the gear icon in that row.
3. Select the members you want to assign to the task type.
4. Select Save.

[Screenshot: Resource configuration dialog with member selection checkboxes]

Adding Task Types to Members

1. In the Planner, locate the member row in the Resource column.
2. Select the gear icon in that row.
3. Select the task types you want to assign to the member.
4. Select Save.

Note: Adding task types to a member and adding members to a task type achieve the same result from different starting points. Use whichever direction fits your workflow.

Using the Gantt Planner

1. Hover over a date on the Gantt timeline.
2. Click to create a new allocation bubble.
3. Drag the edges of the bubble to set the start and end dates.
4. Click the bubble to open the detail panel and set:

• Date Ranges -- fine-tune the start and end dates.
• Hourly Allocations -- specify hours per day or per period.

[Screenshot: Gantt view with an allocation bubble selected and the detail panel open showing Date Ranges and Hourly Allocations]

Tip: Drag existing bubbles to quickly reschedule allocations without re-entering the details.

Setting Billing Code Budgets

1. Open Projects and select the project.
2. Navigate to Planner from the central Navigation Menu.
3. Open the submenu and select Billing Codes.
4. Toggle Budget on for the billing code you want to budget.
5. Enter the budget details:

• Start Date
• End Date
• Budget (total amount)

1. Select Save.

[Screenshot: Billing Codes budget configuration with Start Date, End Date, and Budget fields]

Note: Budget tracking will appear in the Planner view once saved, helping you monitor spend against planned allocations.