Workspace Tour

Your LiquidPlanner workspace allows you to schedule projects and collaborate with your project team in one central and secure online location.

Logging Into Your Workspace

You log into into your workspace via the log-in page.  You can get to that page via the log in /sign up button on any page of this website. We think it's a good idea to save a browser bookmark to the log-in page as well. 

Once you're logged in, if you happen to belong to more than one workspace or project portal, clicking on your workspace name will take you to your workspace directory.   Note that it is best practice to keep all of your organization's projects in the same workspace in order to take full advantage of LiquidPlanner's resource leveling, analysis and collaboration features.  

The 'Home' Page

When you log into LiquidPlanner, you land on the Home page:

In the left column you'll find personal information for quick reference and access.  You have a link to your personal profile, and links to view detail about recently edited items.  You get some high-level task statistics, and a nifty graph that tells you how you're doing with logging progress this week.  You also get links to your ten top priority tasks. 

The Workspace Comments section shows you every discussion comment for every item in your workspace.  To view only comments that are related to work that you own or watch, click the "for me" button. Each comment has a link that allows you to drill into the item that the comment is related to. You can reply to any comment or add a new comment. Read our Workspace Comments article for important information about commenting in in LiquidPlanner.

The right column is where you'll find links to various help resources. It's also where we post special announcements for you, so keep an eye on that to stay on top of the latest and greatest in LP land. 

The 'Projects' Page

This is where all the planning and scheduling action happens in LiquidPlanner: 

• The Command Menus allow you to add new plan items and collaboration content, or edit existing items and content. 
• Click the Portfolio button to switch into Portfolio mode, where you'll see all of your projects sorted by Client.
• The View Gallery allows you to control the way you view your plan data: schedule, details or sheet views.  This is also where you find some reports, and audit history for plan items.  Expand the view gallery and you'll see that you can save personal shortcuts here, e.g. shortcuts to frequently used filter sets.  You can arrange items in the view gallery to suit your personal preference. 
• The Filter buttons allow you to zero in on just specific sets of data that are relevant to you at any point in time.  Learn all about filtering in our Filters and Shortcuts help article.
• Your Project plan is made up of projects, sub-folders, packages and tasks.  Any of these may be referred to as plan "items".   Projects, sub-folders and packages are also considered to be "containers", since other plan items can live within them.   Learn how to put this all together in our Creating Project Plans help article.  
• LiquidPlanner schedule bars show you a range of probable start and finish dates for each plan item.  You can easily see and manage the uncertainty in your project.  Learn about priority-based scheduling and managing uncertainty in our short Key Concepts articles.  For a more in-depth discussion of our project management philosophy, check out our LiquidPlanner Methodology articles.

The 'My Tasks' Page

The 'My Tasks' page shows your tasks in a choice of two simple formats, without the distraction of the schedule bars and other plan structure that you'd see in the schedule view.  You can add new tasks from this page, and you can also click the  iConnect button to initiate calendar integration with your external calendaring tool. 

The My Tasks list format shows your tasks that are scheduled to start in the next four weeks, listed in priority order.  The task breadcrumb shows you the client, project, folder or package that the task belongs to.  Click the remaining effort link to open the task edit pane, where you can log progress, estimate, or add a comment. Click on the task name to go to that task in the schedule view when you need to change priority order or add more extensive collaboration content: 

The My Tasks calendar format shows your tasks for the next four weeks, with each task sitting on the day(s) that you are expected to be working on it.  Hover over the task name to see the client, project, folder or package that the task belongs to.  You can't log progress, estimate, change priority order or add collaboration content when you are working in calendar format.  To do those things, either switch over to the list format, or drill into the task name to go to that task in the schedule view. 

The 'My Timesheet' Page

Your timesheet shows you the tasks that you are scheduled to be working on during or near the current time period:   

You can log progress directly on the timesheet, or if you log progress via the task edit pane, the time entry will be added to your timesheet for you automatically.   Each time entry can be associated to an activity.   The workspace owner will create the list of activities that are available to you. 

The 'Settings' Page

The Settings page is where you find all of your workspace management functions.  If you don't have the appropriate access level for a particular function, it will be faded and inactive for you.  The workspace statistics presented in the right column are filtered out as necessary based on your access level: