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Planner Training

If you are already experienced with planning or risk/issue management software then you should find Planner pretty intuitive. Although we recognise that as the feature set grows in Planner you may need some help with the nitty gritty or if you are new to tools of this type, so with you in mind here are a comprehensive set of step by step video tutorials:

Overview Video - brief overview of general use (10m)

1- Course intro - Summary of functionality and how to get the most from the videos (16m)

2 - Admin and new file - Creating a new file and basic administration of the application (12m)

3 - New Tasks - How to add a new task and the essential details for it (7m)

4 - Task resourcing and costs - the remainder of task information including costs and time (13m)

5 - Copying tasks and Summaries - copying tasks and groups of tasks, summaries and expand/collapse (9m)

6 - Working with Views - Using views and changing display parameters (13m)

7 - Editing and saving views - modifying existing and creating your own views (14m)

8 - Importing/exporting and sharing tasks - using right click for quick share and complete export (11m)

9 - Adding a new risk - creating a new risk and rating it (8m)

10 - updating a risk and responses - managing a risk once created including responses and comments (7m)

11 - Risk Analysis - Views for risks the charts and analysis (7m)

12 - Sharing Risks - right click for quick share and import/export arrangements (8m)

13 - Managing Issues - Creating and updating Issues (9m)

14 - Issue Analysis and Sharing - Using Views, charts and analysis and import/export of Issues (10m)

15 - Printing - print options and printing formats (7m)

16 - 3.2 new features - Cost model and user mgt (13m)

17 - 3.3 new features - RAID, % complete

Already experienced with an earlier version of Planner?

Many of you will have already been familiar with an earlier version of Planner and we have worked hard to make sure that the basics remain the same as we include the many new features users have been asking for.

With over two and a half hours of training here most people won’t want to plough through it all so if you are upgrading from version 3.0 we would encourage you to watch the overview then use sessions 4, 5, 6, 11 and 14 which is where most of the new capabilities lie.

Of course the more you know the more you will get from the tool so why not work your way through them one a day and soon you will be making your Planner sing!

‘This basic scheduling and risk management package provides all of the functionality that many users require.  And its free!’

Steve Cotterell, Project Manager Today

Read the full review here: PMT July 2012

The perfect companion planning tool simple to layout, schedule your projects and even resource them. Then share the files with anyone you want.  Easy to pick up and use even if you haven’t used MS Project before...if you have..well it’s like MS Project made easy.

Shipped as standard, unlimited use and share of your plans.

Shipped as standard, unlimited use and share of your plans. Data included in your project reports as standard (excludes resource profiles)

Shipped as standard, unlimited use and share your plans, upload to planning engine to set notifications and manage resourcing.

Shipped as standard, unlimited use and share your plans, upload to planning engine to set notifications and manage resourcing.

Product Focus (click icon for full info)

Resources

Planner Overview (10m)

Full set of Planner 3.1 training videos

Knowledge Base

Planner - Independent Review

Simple Plan Features

It does the following for free!

• Transfer your plan from MSProject
• Transfer your plan to MSProject
• Task name and further details
• Unique duration setting by fixed dates, start plus days or predecessor plus dates
• Add resources and allocation %
• Creates project resource list
• % complete by task
• Group tasks into summaries
• Auto calc  summary dates and %
• Task budget and cost control
• Task colours, comments and tags
• Move and copy tasks
• View interactive Gantt
• Click to edit and custom order tasks
• Alter display time frame
• Gantt as image in one click
• Save your plan and share for free
• Bundled with Community Edition
• Upload into PROJECT in a box to integrated into organisation wide resource and task management
• Risk logging, management, analysis and communications
• Issue logging, management, analysis and communications
• Import or export risks via Excel
• Completely FREE!

Or view full PIAB product matrix