Support Category: Create & Manage Projects

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: Before you get started, make sure you know the 3 inputs for LiquidPlanner’s scheduling engine. What is a Project? A project typically …

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Prioritize Your Projects

   LiquidPlanner uses an item called Packages to help you prioritize your work in two ways: Prioritize your workflow. For example: the Active Projects package is prioritized higher than Pending Projects. Or a 2019 Projects package is prioritized above a 2020 Projects package. Prioritize individual tasks from low priority projects (to learn more read about the …

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Introduction to Plan Items

To represent project work in LiquidPlanner, you’ll use plan items and attributes that have unique purposes. Use the plan items below to build your project plan on the Projects tab. These items can be created from the Add Menu: Packages are containers that hold work. Packages serve two purposes: Organize projects:  Packages provide structure to …

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The Add Menu

The following plan item types can be added from the Add Menu: Tasks, Sub-Folders, Projects, Milestones, Events, Packages, Backlog Packages, and Clients. Up to 50 items can be added at one time. Adding New Items From the Projects tab, open the Add menu by selecting the + icon. Once a plan item is selected, enter the name of your plan …

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Projects and Sub-Folders

A project is represented in LiquidPlanner as a blue folder. Sub-folders (gray folders) can be used to structure your projects by phases or stages. Create a Project or Sub-Folder To create a new Project or sub-folder, go to the Projects tab > click on the Add Menu > select the item you want to add. You …

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Tasks

A task is the most basic building block in LiquidPlanner and represents an individual work item for a project. A task can be added to a project, sub-folder, package, or the Inbox. Tasks must be placed within a container. The ranged effort estimate associated with a task and tracking time as work is completed are both …

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Multiple Owners On Tasks

 There may be times when a task requires multiple contributors to get the work done.  In these cases, you will want to assign multiple owners to the same task. Assigning multiple owners to the same task increases transparency and keeps all of the collaboration information centralized on a single task. Assign Multiple Owners To A Task …

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Dependencies

 Priority-based scheduling generally eliminates the need to create dependencies between tasks that are owned by the same person. That’s because in the absence of any delays or dependencies, you will be scheduled to start your next task as soon as your current task is expected to finish. In LiquidPlanner, dependencies are most often created between …

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Deadline Dates and Risk Alerts

Deadlines help keep track of important dates and drive alerts to let you know as soon as work is at risk of missing a deadline. Before using Deadlines, make sure that you understand how schedule dates (Finish [E], 90% Finish, etc.) are calculated. Set a Deadline Date To set a deadline on an item, such as …

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