Every organization has overhead work, which is the "stuff" you do all the time (e.g. admin work, meetings, staff support, etc). It's important to have visibility to the number of hours spent on that kind of work, but creating a new task in your plan every time you do this kind of work would just be unnecessary maintenance.
To model ongoing work in your plan, add a backlog package* called ONGOING TASKS. We use a backlog package since these ...
A Delay Until date can be added to an item in order to prevent the item from scheduling until after a specific date. Delay Until dates can also be used to help model recurring tasks by creating several tasks and then staggering delay until dates on each individual task.
In the example above, 12 hours of business process review work needs to be done each week for three weeks.
There is a high priority package called "Business Process Rev...
There are two ways to model wait time in LiquidPlanner. Both methods free up your resources so they can work on something else during the wait period.
Which method to choose?
Using Wait Time: When time spent waiting shouldn't be included in a project's remaining effort, then applying wait time to a dependency is the way to go. Set the number of days to wait, and LiquidPlanner will count them down automatically.
Using Virtual Members: When t...
The Overdrive option on the member availability setting tells the scheduling engine to turn off load balancing for that resource. The effect is that all tasks assigned to an overdrive resource will start on the current date unless the task is pushed out by delays or dependencies. Availability is still respected in terms of days of week and hours per day.
Daily Limits are ignored on items owned by Overdrive resources. A blue informational aler...
If you use LiquidPlanner, you already know about Virtual Members, the super-handy placeholder for tasks that you don’t want to assign to real workspace members -- like new hires or outside contractors.
A Virtual Team allows you to give a single virtual member the power (daily availability) of multiple virtual resources.
Within your plan you have editing tasks that you farm out to an outside editing service.
Any number of...
Projects are a complex web of implicit and explicit dependencies. Throw a bunch of different resources into the mix (all working on multiple projects) and it can be hard to see the forest for trees. Critical Path Highlighting is a navigational tool that can help.
Highlighting the Critical Path
To use it, just select the task or container you care about, then go to the Edit Menu (pencil icon) > Highlight Critical Path.
Or, click the item'...
The Convert Item feature allows you to quickly change a plan item from one type to another (with some limitations). For instance, if you create a task called “Contract Signed” and decide later that it should be a milestone instead, you can easily convert the task to a milestone and the item's content will be carried over.
Via the Edit Menu
On the Projects tab, select the item to convert.
Click on Edit Menu > Convert Item.
Actual start and done dates for each plan item are captured automatically by LiquidPlanner and displayed in the plan item's Edit Panel.
These dates are recorded automatically for you, but you can update them manually if necessary. The exception is that you can't manually update a container's (project, sub-folder or package) Started On date, since it is calculated from a task within the container.
Both dates are captured in plan export...
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 sub-folder within your project.
Set Up Sub-Folders for Project Phases
To create sub-folders for each phase of your project, right click on your blue Proje...