Academy Support Archive | LiquidPlanner

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Plan Your Work

4

Welcome to LiquidPlanner
Work on the Right Things
Aligned Priorities (Video)
Time Management (Video)

Predict the Future

4

Predicting Project Outcomes
Ranged Estimates (video)
Predictive Scheduling (Video)
Introduction to Schedule Bars

Perform with Confidence

3

Optimize Performance
Balanced Workload (Video)
Intelligent Insights (video)

People & Resources

8

People
Members
Resources
Placeholders
Availability & Vacations

Projects & Templates

7

Projects
Tasks & Assignments
Import Tasks from Excel
Project Templates
Templates Collection

Settings & Customization

8

Administration & Settings
Customize Task Status
Custom Data Settings
Customizable Cost Codes
Customizing Rate Sheets

Schedule Control

7

Target Dates & Deltas
Task Status
Dependencies & Wait Time
Scheduling Limits
ASAP Task Scheduling

Tracking Data

6

Work Limit
Tracking & Estimating
Your Timesheet
Timesheet Review & Export
Using Cost Codes

Success Playbook

5

Establish Your Success Plan
Architect Your Workspace
Create Your User Guide
Team Training Guide
Your Ongoing Success

Views for Insights

7

Priority Views
Workload View
Board View
Grid View
Search View

Dashboards

7

Dashboards
Dashboards Library
Widgets & Groups
Project & Task Intake Forms
Project Dashboards

Plan Items & Editing

7

Upload Files
Work Metrics
Bulk Edit & Move
Mark Work Done
Duplicate Projects & Create Templates

API & Integrations

3

Open API
Slack Integration
Single Sign On (SSO)

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LiquidPlanner is a secure home for all your projects. Every member of your team can engage with the plan, clearly see their priorities and manage their progress.

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