Academy Support Archive | LiquidPlanner

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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

4

Optimize Performance
Balanced Workload (Video)
Intelligent Insights (video)
Target Dates & Deltas

People & Resources

8

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Placeholders
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Projects & Templates

7

Projects
Tasks & Assignments
Import Tasks from Excel
Project & Package 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
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ASAP Task Scheduling

Tracking Data

8

Work Limit
Tracking & Estimating
Your Timesheet
Time View
Timesheet Locking

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
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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 Plan Items & Create Templates

API & Integrations

3

Open API
Slack Integration
Single Sign On (SSO)

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