Optimizing - LiquidPlanner

LiquidPlanner

Online Manufacturing Project Management Software

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Learn how to quickly locate specific items in your plan, use different views to monitor your projects, and leverage other power-user features. 

Alerts

LiquidPlanner will alert you when certain conditions arise in your workspace. When an alert condition arises, you will see either a red orange, yellow, green, blue, or purple icon in the left margin on the Projects tab. A written description of the reason for the alert will appear at the top of the Edit Panel for that plan item. Click on the alert icon in the left margin to open the edit panel for that item and read the alert description. ...

Filters

Filtering allows you to focus in on just the set of plan data that is important to you at any given point in time.  Learning about filters will enable you to work more efficiently in the workspace. Choose from our many pre-built filter options or even create some of your own custom filters. The Zoom Filter Select any task or container (project, folder or package), then click the zoom icon that appears on that row. This will quickly filter you ...

The Quick Filter

« See All Training Videos The Quick Filter allows you to locate items within the plan structure.  This filter is affected by other filters, which means if you're filtered to a certain set of data, you'll search only within that set of data - not the entire project plan. On the Projects tab, the Quick Filter narrows the structure down to plan item titles containing the term entered in the Quick Filter field. In the example bel...

Custom Status Filters

Saving Custom Status Filters in your workspace is a great way to find the data you need on the Projects tab as well as in your Dashboards and Analytics reports. To create a custom status filter, navigate to the Projects tab and click the Filter icon > Filter by Status > Create New. Click Add Rule to begin adding rules to your filter: You may add rules for the following: activity, created, created by, date done, deadline date, d...

Edit Items In Line from Personal Columns

« See All Training Videos Edit Columns In Line on the Projects tab From the Projects tab, you can edit items in line to make quick and easy changes, such as tracking time or updating custom field values. For some fields, you can single-click on the field to edit the field content. Other fields are edited in line using a pick-list, such as custom fields or assigning owners to an task. Note: Double-clicking on the item wi...

Favorites

« See All Training Videos The Favorite Views feature on the Projects tab allows you to save private links back to any plan item or filtered set of data.  For instance, you might want to create a shortcut to a frequently used package or a frequently used combination of filters and columns. Creating Favorite Views 1. Set up your plan structure by expanding relevant containers, applying appropriate filters, and/or exposing colu...

Card View

« See All Training Videos Card View presents your tasks and projects in a board display that is based on the Pick List Custom Project and Task Fields that you’ve set up in your workspace. Whether you work in an Agile or Kanban style, or simply want to see your projects and tasks in terms of your custom fields, Card View provides a visually-friendly view of your plan. To use Card View, follow these steps: Navigate...

Baseline View

The Baseline View on the Projects tab is best for visualizing how your project plan is keeping pace with earlier projections, exceeding them, or falling behind. It uncovers data about how your project has slipped and exactly which tasks contributed to pushing out the project's finish date. You're able to see your project's original estimated effort and how that compares to the amount of work actually done by comparing the current status of your...

Client View

Client View is where you can see all of your projects grouped together by Client.  You don't have the clutter of task detail here; it's just a nice clean look at the entire portfolio of projects in your workspace. Using Client View To enter Client View, start on the Projects tab and click the Client View button in the left-hand navigation.  That button will turn white to signify that you are in Client View. Click the button again to ret...

Multiple Select and Bulk Editing

When you need to make the same edit to multiple items, take advantage of multiple select to edit all of the items at once. To select multiple plan items at once, just select the first item, then hold down the Ctrl key while you click on each additional item. Or, select a block of items by clicking the first item in the list, then hold down the Shift key while you click the last item in the list. Now any change you make in the Edit Pa...

The Right-Click Menu

Right-click on a plan item to take advantage of the right-click menu where you can quickly access popular commands. The commands available to you on this menu will vary, depending on which plan item(s) you have selected at the time.  Commands that are not active will be grayed out. ...

Changing the Timeline Scale and Anchor Date

« See All Training Videos Changing the Scale Depending on your needs at any point in time, you might prefer to see a short timeline or a more extended timeline in the schedule bar area of LiquidPlanner. You can switch your timeline to days, weeks, months or quarters by clicking on the scale indicator, or by right-clicking anywhere on the timescale itself. Changing the Anchor Date Setting the timeline anchor to a past dat...

Duplicating Project Templates

You can duplicate plan items in LiquidPlanner in order to save time creating new items. Using Duplicate To duplicate an item, simply right click the item and click Duplicate, or select the item and click Duplicate from the edit menu. When duplicating an item, certain fields are automatically populated in the copied version. Depending on the item type you're duplicating, that may include: name, owner, description, estimates, dependen...

My Calendar

The My Calendar view provides a calendar display of the work assigned to you. You'll see tasks, milestones, and events that are scheduled during the current week and over the next three weeks. To access the My Calendar view: Go to Home tab Scroll down to view the Coming Up widget on the right side Click on View My Calendar Here are some tips for using the My Calendar view: Click an item name to open the edit...

Keyboard Shortcuts

The Projects grid up arrow – select previous item down arrow – select next item left arrow – collapse selected item right arrow – expand selected item delete (fn+del on Mac) – delete selected items enter – edit selected item ctrl+enter – create new task ctrl+shift+d – duplicate selected item ctrl+click – multi-select a set of non-consecutive rows shift+click – multi-select a consecutive ...

Searching

You'll find the Search capsule on every tab in the workspace, to the left of your User Menu. Click the magnifying glass to open it and begin typing your search. LiquidPlanner searches the following parts of each plan item: Name, Item ID, Description, Reference, Comments, Notes, Checklist Item names, Document titles, Document file names, and Text Custom Fields. Narrow your search results by including items with a particular status, searching...

Item ID

LiquidPlanner automatically creates an LP ID number for every plan item in your workspace, which includes packages, projects, sub-folders, tasks, and clients. ID numbers can be useful for reference purposes or to search and locate an item quickly in LiquidPlanner. Item ID in the Edit Panel You can view the Item ID number in the Edit Panel for any item. ID Column in the Projects Tab You can expose the ID number in the Projects tab by click...
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