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.
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 to...
The Quick Filter allows you to locate items within the plan structure. This filter is affected by other filters, which means if you're already 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 below the plan is filtere...
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.
Use custom status filters in conjunction with other pre-existing filters to narrow down the filter results even further and focus in on exactly the data you need.
Creating Custom Status Filters
To create a custom status filter, navigate to the Projects tab and click the Filter icon >...
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 new/additional owners to a task.
When reassigning the Owner field in line, the Remainin...
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 columns
2. Click on the Favorite...
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 to the Projects tab, click on Card...
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 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 retur...
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 Edi...
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 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 date allows you to view retrospective s...
You can duplicate plan items in LiquidPlanner in order to save time creating new items.
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, dependencies, ac...
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 panel directly ...
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 set of rows...
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, searc...
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 clicking on...
Only Workspace Administrators can set the Shared status of an activity, and enable an Unshared activity for specific projects.
What is a Shared or Unshared Activity?
Shared: An activity that can be used on tasks from any project.
Unshared: An activity that can only be used on tasks from designated projects. An example of an unshared activity could be "Customer Support" or "Consultation" work that is only provided for specific projects.
Set an Ac...
How to Delete an Activity
You can delete an activity from your workspace so that it is no longer available to assign to new tasks or new time entries. The time tracking history tied to that activity will remain intact for reporting purposes.
To delete an activity from the workspace:
Go to User Menu > Settings > Data Customization > Activities
Highlight the Activity name > click on Delete button
What Happens When an Activity i...
Create custom groups of people based on skills or role by using the Saved Person Filter. This can be used when you have a team member with too much work on their plate, and you need to allocate work to someone with a similar skill set.
Create a Skill Set Filter
First, you’ll create a skill set filter from the Projects tab. (Note: You can also create this from other areas, such as the Person Filter on the Resource Workload Report.)
Click on t...
When an item is marked Done, you may notice that the item is removed from your view, depending on where you in the LiquidPlanner application. This usually happens because your filter is set to focus on active projects and tasks.
Learn how to find and view items you have marked Done.
View Done Items on Projects Tab
If you need to view Done items on the Projects tab, follow these steps:
At the top of the Projects tab, click on the item status f...