To represent project work in LiquidPlanner, you'll use plan items and attributes that have unique purposes.
Use the plan items below to build your project plan on the Projects tab. These items can be created from the Add Menu:
Packages are containers that hold work. Packages serve two purposes:
Organize projects: Packages provide structure to the workspace and are useful for organizing projects. Set up packages to organize projects...
The following plan item types can be added from the Add Menu: Tasks, Sub-Folders, Projects, Milestones, Events, Packages, Backlog Packages, and Clients. Up to 50 items can be added at one time.
Adding New Items
From the Projects tab, open the Add menu by selecting the + icon.
Once a plan item is selected, enter the name of your plan item and populate the other available fields of information, if desired. Avai...
A project is represented in LiquidPlanner as a blue folder. Sub-folders (gray folders) can be used to structure your projects by phases or stages.
Create a Project or Sub-Folder
To create a new Project or sub-folder, go to the Projects tab > click on the Add Menu > select the item you want to add. You can add up to 50 items at one time.
To bulk add and associate additional attributes to your items, click the ...
A task is the most basic building block in LiquidPlanner and represents an individual work item for a project. A task can be added to a project, sub-folder, package, or the Inbox. Tasks must be placed within a container.
The ranged effort estimate associated with a task and tracking time as work is completed are both critical components that drive the project schedule.
LiquidPlanner tasks can be added from several l...
A checklist is a way to capture all of the smaller action items or sub-tasks that need to be done on a task, event, or milestone. Checklists eliminate the temptation to create a bunch of tiny tasks for all of those pesky details that need to be noted or else forgotten.
Checklists are created in the task Edit Panel:
Add or Copy Multiple Checklist ItemsFrom the Actions dropdown, you can manage multiple checklist items at onc...
LiquidPlanner provides the flexibility to schedule Full-Day and Partial-Day Events that precisely accommodate your plans -- a half day team meeting, two hour client meeting, company-wide holidays, or personal vacation.
Creating events is important – they ensure that no project work will be scheduled for anyone assigned to the event during that day or time.
Full-Day Events are typically used for PTO or holidays, becaus...
A milestone is a fixed date that doesn't budge, no matter how work is progressing around it (or not). Think of a milestone as a boulder in a river: the boulder (milestone) stays put as the water (work) flows around it.
A milestone might serve simply as a visual marker on the timeline that doesn't affect your schedule at all. Or, if tied to other plan items via dependencies, a milestone can actually play a role in driving your schedule date...
Associating projects to clients allows you to filter work by client and also do project and timesheet analysis by client. If you don't do work for actual clients, you might choose to create clients to represent an internal department or some other grouping that would provide you with useful project rollup metrics.
Adding a Client
Clients are created via the Add Menu or via the right-click menu in the Projects tab:
Learning about packages is key to understanding how projects are scheduled and organized in your workspace. Let's talk about what packages are and why they play such an important role in managing your projects.
Packages serve two primary functions:
Prioritize tasks - creating priority overrides for individual tasks to facilitate cross-project prioritization
Organize projects - grouping and storing projects in the workspace
Backlog packages are useful for organizing and storing items that you do not want to impact your schedule, such as your product backlog, projects awaiting approval, project templates, or ongoing tasks. Work within a backlog package is on hold and unscheduled.
If you have a large number of plan items in your workspace, storing items in backlog packages improves workspace efficiency.
Creating a Backlog Package
Any active package that is pu...
Plan items often need to be moved to different locations in the plan as priorities change. There are two ways that you can change the location of an item:
Drag and drop the item to a new location.
Change the location from the Package or Project Folder field of the item’s edit panel.
On the Projects tab, find the item you wish to move.
Select the item and hold down the mouse button.
Drag the item to a new locatio...
In most cases, marking items done is the appropriate way to deal with completed or even cancelled projects. But, in the case of input errors or other items that you wish to remove all record of, you can delete items and they will be placed in the trash.
Deleting Plan Items
To delete a plan item, simply select the item on the Projects tab and use one of these methods:
Hit the delete key on your keyboard
Right-click on the item >...