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Frequently Asked QuestionsWhat kind of system requirements does LiquidPlanner have? ****************************************************************************************************** What kind of system requirements does LiquidPlanner have?You don’t need any special hardware or installed software to use LiquidPlanner – just a modern web browser (like Internet Explorer or Firefox) and an internet connection and you’re good to go.
How can I be assured that my data is safe in LiquidPlanner?All data is encrypted (448-bit) and regularly archived to a secure offsite location.
How do I invite a new person to my workspace?Only the space owner can invite new members to the project space. There are a couple ways to do so. From your dashboard, under “important stuff,” select “invitations.” Then click “invite people”:
Alternately, you can click the “space members list” icon at the top of the page. It looks like this: Enter the email address of the invitee/s and press send. Your invitation is on its way! The invitee will receive an email inviting them to your project space, with directions for creating an account. Once they’ve completed this simple process, they’re part of your space. FYI, it’s just as easy to disconnect members should the need arise.
How many people can belong to a workspace?Lots, like hundreds. Literally.
Can other users tell what workspaces I belong to?No, you can keep your spaces to yourself. The members of a project space can see who else belongs to that space, but they can’t see the other spaces each member belongs to. There are no public profiles in LiquidPlanner. Is there a size limit for documents and/or data in workspaces?The maximum file size for uploaded documents is 100 MB. Each paid space comes with 50 GB of storage while free spaces (for nonprofits and educational institutions) have a limit of 2 GB. What is a ranged estimate, and why should I estimate in ranges?A ranged estimate is a best- and worst-case estimation of how long it will take you to complete a task. For example, saying you will beta test your company’s new website in 3-4 days is giving a ranged estimate. Saying you will complete that task in 2 days is giving what is called a single-point estimate. Since most of us think about time in ranges, ranged estimates work like we work. They set realistic expectations and timelines that help teams work better, and more happily. What is probabilistic scheduling?Probabilistic scheduling is LiquidPlanner’s innovative method for estimating task timelines and creating project schedules you can trust. It applies statistical analysis to a series of ranged estimates for tasks in a project plan to show you the likelihood of finishing the task or project by certain dates. This does two things: 1) it allows you to see and correct potential problems in the project schedule before it’s too late, and 2) it creates a project schedule you can trust (even though you’re not completely sure how long it will take to complete individual tasks). How do I spot tasks that are driving uncertainty in my end date?LiquidPlanner makes it easy with these warning symbols:
What is the Remaining Work report?Remaining Work is a graphic representation of the estimated work remaining for a task or project over time. What is the Total Work report?Total Work is a graphic representation of the total work for a task or project over time, including completed work. A healthy project should have narrowing ranges toward the center line as uncertainty begins to diminish. What’s the difference between a “project” and a “category”?LiquidPlanner gives you two distinct ways to view your task, by “project” and by “category”. A “category” is a functional breakdown of tasks. For example, a software development team might break tasks into categories of feature areas such as “User Interface” and “Backend Development”. A “project” is the time-based or priority-ordered list of tasks. The order of tasks in the projects view determines your schedule (tasks will be scheduled in the order in which they are listed.) The same software development team might break tasks into “Sprint 3” or “Spring Milestone”—the exact naming is up to you. What is automatic tracking and how does it work?LiquidPlanner helps you keep your project schedule alive by automatically updating progress on tasks that each team member is scheduled to be working on. Automatic tracking assumes you are working on the task at the top of your list and updates progress as such. This keeps the team focused by forcing each member to prioritize, and keeps the project schedule alive even when all members don’t update religiously. Automatic tracking is also negotiable; you can accept or edit the progress it has assigned based on your actual progress. How can I analyze performance of projects in my space?Since LiquidPlanner stores all of your historical project information, you can easily look back to see how your projects have performed. The “analyze” tab within the project space gives you instant access to a variety of ways to view the history of every item, from individual tasks all the way to rollups of multiple projects or categories. How can I view how resources are allocated across our projects?Use the”analyze” tab to see how much work is assigned to each team member on a project or set of projects. Simply select the project or set of projects you want to review, then choose the “Work by Person” analysis on the filter bar. You’ll see how many days of work each team member has and what percentage of the total work that number represents. How do I use virtual members?Do you have a “TBH” (to be hired) on your team? Do you want to model what your project schedule would look like if you had an additional resource working on it? LiquidPlanner lets you create “virtual members” that function just like real members in a project space (i.e., you can assign tasks to them). The only difference is that they’re not connected to an actual email address. At any time, you can convert a virtual member to a real member, or reassign a virtual member’s tasks to someone else. Read about inviting members to your project space. Does LiquidPlanner work with any other calendar or scheduling programs?Not yet, but it will! Can LiquidPlanner send an email to my email account when a task alert appears?Yes! LiquidPlanner can email you with recent changes to your space and/or a list of upcoming tasks as often as you’d like to receive those reports: real time, hourly, daily, or weekly. You choose your view. Can I export/import data to/from LiquidPlanner?Absolutely. LiquidPlanner supports export/import to/from .csv files (comma separated value). These files can easily be imported into or out of Microsoft Excel or many other programs. What happens to my project information once the project is complete?Project information lives on in LiquidPlanner for as long as you want it to, or for as long as you’re an active member. You can refer back to it at any time to view comments and attachments, see how long tasks took to complete, or see who worked on what task. LiquidPlanner is an extremely convenient project information warehouse. |
The “at risk” flag appears next to items for which the promise date is before the expected finish date. This symbol also appears for all alerts that are manually created. You may create a manual alert for any task under the “alerts” tab in the details pane. 
The “on watch” flag appears next to items for which the time estimate was made by someone other than the owner of the task. These items should be updated by the task owner for greatest accuracy. 
The “needs update” symbol appears next to items for which progress has been automatically updated by the automatic tracking feature. Once you accept or edit the progress in the “work” tab of the details pane, the symbol will go away.