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Are You Using the Team Planner View Feature in Microsoft Project? - MPUG - Best Microsoft Project Viewer

 

Has anyone else encountered this? How do I get the Team Planner to appear as it is supposed to be a built in? The Team Planner view is only available on the Professional versions of Microsoft Project, not on the Standard versions. Was this reply helpful? Yes No.

Sorry this didn't help. This resulted in an accurate and representative overview of all the tests in all the rooms. Additionally, it allowed for management of all timing aspects interdependencies, deadlines, duration, etc. Using Team Planner view this way, allowed me to, with the same tool, answer to different level of data. The benefits were:. During team status meetings, I was able to update the tasks and dependencies. I was able to show, in real time, what the timing was.

After the meeting, I was able to work on the milestones, and if needed, raise any concerns about task order or completion. I was able to report to management the status, the issues, and the help needed, as well as timing option proposal. You will see below how the timing began to look for confidentiality reasons, the names of the tasks have been changed :.

I hope this article is helpful in showing a little bit more about the Team Planner view feature and what it can do for you. Special thanks to my co-worker, who introduced me to the Team Planer View, and to the team I was working with during this challenge. I am appreciative of their trust and their patience.

Related Content. Webinars watch for free now! Exploratory vs. Explanatory Visuals in Planning. She has been working in different industries areas Submarine, Tidal Turbine, Aircraft carrier, aeronautic, automobile with different challenges timing, documentation and configuration management, documentation quality, funding for the past six years.

With those diverse experiences she is able to create and personalize toolset to fulfill the needs of a specific challenge. Absolutely fascinating article about the Team Planner view. You actually taught me something new that I did not know about this view already. Thanks so much for sharing!

Marie, this article is great and you shared some vital tips that people can use. I will read the entire article tonight while my students are taking their mid-term exam. You rocked on this project from day one. It was great working with you too! Dear Marie, thanks for sharing your insights and experience!

Or any other quick overview that would show a normal team absence overview? This is especially useful if you want to maintain the same dates. To change the name of the task or other properties such as constraint type outline codes, deadline dates, or task types , double-click the task. You can also double-click the resource name to view and change resource information. For advanced project managers who are comfortable with the traditional split or combination view, you can show more details in a separate bottom pane.

The bottom pain displays detailed information about the selected task and resources assigned to the task. To view a timescaled view along with Team Planner, open a new window, and then arrange the windows horizontally. To do this, on the View tab, in the Window group, choose Arrange All. You can change the way the Team Planner appears to suit your needs and to make the view more attractive. On the Format tab in the Styles group, pick the bar type you want to change, and then select either Border Color or Fill Color.

On the Format tab in the Format group, select a number of lines using the Text Lines list. Use the Zoom Slider in the lower-right part of the Project window to change how much time is displayed in the right side of the view. Right-click in a blank area of the right side of the view not on a task , and then choose Nonworking Time.

Choose the down arrow on the Resource Name column, and then select Sort , Group , or Filters for defined or custom filters. You can hide the columns for unscheduled and unassigned tasks. Change the size of the sections in the Team Planner. Drag the vertical and horizontal borders between the sections to change the size of the sections. Tip: If you've customized the Team Planner considerably, you can save a version of the customized view into a separate view.

Need more help? Expand your skills. Get new features first. Was this information helpful? Yes No. Thank you! Any more feedback? The more you tell us the more we can help. Can you help us improve? Resolved my issue. Clear instructions. Easy to follow. No jargon. Pictures helped.

Didn't match my screen. Project help center. Join the conversation about Project for the web. The Project desktop application can be great for creating a schedule where you want to organize work into phases, have dependencies between tasks, and so on, either for oneself or for publishing to a team. How to get Project Professional or Project Standard.

Join the conversation about Microsoft Project. Project Online is a web-based application that can work for small, medium, and large businesses. Project managers can create schedules and assign tasks to resources who can then see their tasks and report time. Portfolio managers can look across all projects to see what people are working on. How to get Project Online. Planner is a light weight, mobile and web-based application that comes with most Office for business subscriptions.

How to get Microsoft Planner. Planner help. Join the conversation about Microsoft Planner. It features a My Day list for your daily tasks and also allows you to create additional lists to organize your work, projects, groceries, and so on.

Download Microsoft To Do. Get help with Microsoft To Do.

 

View your team's work with Team Planner

 

Download Microsoft To Do. Get help with Microsoft To Do. Join the conversation about Microsoft To Do. The Tasks app in Microsoft Teams brings together your individual tasks from To Do and Outlook with your team tasks from Planner so you can more efficiently cross them off your lists.

Use the unique List view to change many tasks at once, and easily find and edit them. Use the Tasks app to work on To Do and Planner tasks alongside the Teams channels, chats, and apps you're used to. Get the Tasks app in Teams. Get help with the Tasks app. Join the conversation about Microsoft Teams. Apps and integrations. Project for the web Easily collaborate on the web, tracking tasks that depend on each other Project for the web is a cloud-based project management app that allows you to easily create and collaborate on projects, whether or not you're a project manager.

How to get Project for the web Project help center Join the conversation about Project for the web. Project desktop Create a standalone project plan The Project desktop application can be great for creating a schedule where you want to organize work into phases, have dependencies between tasks, and so on, either for oneself or for publishing to a team. Project Online Track projects, portfolios, and timesheets Project Online is a web-based application that can work for small, medium, and large businesses.

Microsoft Planner Quickly create plans, assign tasks, and collaborate Planner is a light weight, mobile and web-based application that comes with most Office for business subscriptions. Tasks app in Teams Manage individual and team tasks right in Teams The Tasks app in Microsoft Teams brings together your individual tasks from To Do and Outlook with your team tasks from Planner so you can more efficiently cross them off your lists. Need more help?

Expand your skills. Get new features first. Was this information helpful? Yes No. Thank you! Any more feedback? The more you tell us the more we can help. Can you help us improve? Resolved my issue. Clear instructions. Easy to follow. No jargon. Pictures helped. Didn't match my screen. Incorrect instructions.

Too technical. Welcome to the Team Planner, a feature that gives project managers greater visibility into, and control over, their team's work. View team work. Move a task to a different time in the schedule.

Fine-tune your schedule using the Team Planner view. Customize the Team Planner. The Team Planner appears. One row is displayed for each resource in the project. On the left, resource names appear. All of the tasks that a resource is assigned to appear on the same row on the right. Resource tasks that don't have a start date or end date also appear on the left next to the resource name. Tip: If you use agile project management as your organization's project scheduling methodology, use the unassigned tasks as your "backlog" of tasks that are waiting to be assigned to resources in future sprints.

A completed task. This task is a completed task with percent actual work. It cannot be moved using Team Planner. Two tasks assigned to same person. The top task is automatically scheduled and partially completed indicated by the color change on the bar. The bottom task is manually scheduled. Both are scheduled at the same time to the same person. The resulting overallocation is indicated by red lines. Either of these tasks can be moved to a different time in the schedule or to a different person to resolve the overallocation.

An unscheduled task. This task is assigned to a specific person, but it doesn't have enough scheduling information to become a scheduled task. For a task to be scheduled and thus move to the right side of the view , it has to have at least two of the schedule settings set. For example, if the duration and start date is set but no finish date , the finish date will be automatically set and it will become a scheduled task.

Similarly, if it has a start date and end date set but no duration , it will also become a scheduled task. If only the start date is set, it will remain an unscheduled task. Unassigned tasks. This task has not been assigned to anyone. It can be assigned by dragging it to a person's schedule in the right section. To keep the task unscheduled but assigned to a person, drag it vertically to a person's name in the upper-left section. Tip: The color of the task gives you useful information about its scheduling state.

For example, portions of the bar that are darker blue indicate actual work. Green tasks are manually scheduled. There are different reasons why you might want to move a task. Someone might be assigned too much work, or perhaps you want to reassign work to a different person. Or maybe you discover that no one is working on an important task. Team Planner will handle all of these problems, and much more. Moving a task vertically to resolve an overallocation.

You can move tasks for a resource that is working on two tasks at the same time. Moving a task vertically to assign new work to a person. Work that is not assigned to a person can be assigned to someone by dragging and dropping. Moving a task horizontally. A task can be scheduled to worked on at a later time in a person's schedule. A person's nonworking time will appear as gray vertical bars. Double-click the vertical bars to see more details about the nonworking time.

Rollup task information to see less or more detail. To get a higher level of detail about task and project information, roll up information on Team Planner. On the Format tab, in the Format group, select the level of detail by choosing Roll-up and then an outline level.

When tasks are rolled up, the highest-level task will appear as a single bar. Hold down CTRL while clicking multiple resource or task names. You can also drag the mouse over multiple items to select them. You can navigate through items in Team Planner using the arrows keys.

Dragging a task to the edge of the Team Planner will automatically cause the view to scroll. In this way, you can drag a task further into the future or past without having to release the mouse button.

Hover over a task to read important and useful information about how it is being scheduled. Tooltips can help you make important scheduling decisions. Assuming you've read other sections in this article, you are now fairly familiar with how to move tasks in the Team Planner. Most things you can do in the Gantt Chart and other views you can do in the Team Planner as well.

This section covers other things you can do in the Team Planner to get more done in less time. To change a task from being automatically scheduled to manually scheduled, right click a task, and then select Auto Schedule or Manually Schedule. On the Format tab, choose Prevent Overallocations. When this setting is on, if moving one task would create a conflict with another, the second task will be automatically moved to prevent any overallocations.

Right-click the task bar to choose Inactivate Task. Inactivating a task doesn't delete it from the project, even though the task will disappear from the Team Planner.