Alternative TextKeiko Borkenhagen

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Create Your First Project

Create Your First Project

The first step to getting your workspace setup is adding some of your teams’ active projects that they will start working on when you roll out LiquidPlanner. A few tips before you get started: Make sure you know the 3 inputs for LiquidPlanner’s scheduling engine. Get 5 to 7 projects set up first, then move...

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Customize your Project Data

Customize your Project Data

Do you need to create reports or executive dashboards that are segmented by specific projects? Do you need to view all of the projects for a specific client you work with? Do you want to see what type of work your team spends most of their time on? Do you want to analyze resource workload...

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Find Items Marked Done

Find Items Marked Done

When an item is marked Done, you may notice that the item is removed from your view, depending on where you in the LiquidPlanner application. This usually happens because your filter is set to focus on active projects and tasks. Learn how to find and view items you have marked Done. View Done Items on...

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Monitor Project Phases using Sub-Folders

Monitor Project Phases using Sub-Folders

Most projects have major phases that need to be carefully tracked to ensure all of the work within each phase is completed by a specific deadline. In your own projects, you may refer to phases as stages, milestones or a major deliverable. The best way to represent this chunk of work is to use a...

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Filter Resources by Skill Set

Filter Resources by Skill Set

Create custom groups of people based on skills or role by using the Saved Person Filter. This can be used when you have a team member with too much work on their plate, and you need to allocate work to someone with a similar skill set. Create a Skill Set Filter First, you’ll create a...

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Delete an Activity

Delete an Activity

How to Delete an Activity You can delete an activity from your workspace so that it is no longer available to assign to new tasks or new time entries. The time tracking history tied to that activity will remain intact for reporting purposes. To delete an activity from the workspace: Go to User Menu >...

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Share Activities by Project

Share Activities by Project

Only Workspace Administrators can set the Shared status of an activity, and enable an Unshared activity for specific projects. What is a Shared or Unshared Activity? Shared: An activity that can be used on tasks from any project. Unshared: An activity that can only be used on tasks from designated projects. An example of an...

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Your Guide to Accurately Estimating Projects

Project estimation is an invaluable tool for anticipating and managing project uncertainties. Use these techniques to get accurate project estimates....

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