Project Planner

Quick reference

Help

Project Planner combines a work breakdown canvas, schedule, resource analysis and risk controls in one continuously saved online plan.

Header and commands

Plan name
The open online plan. Save and synchronisation messages appear on the right.
File
Open a local plan for migration, import data or export outputs.
Undo / Redo
Reverse or restore recent edits.
Structure tools
Create, duplicate, reorder, delete, tidy or fit WBS nodes. Hover over icons for labels.
Share
Copies a plan link. Recipients still need an authorised project key.

Main workspace

Canvas
Build and edit the WBS visually. Wires show hierarchy and dependencies.
Timeline
Review dates, dependencies and critical scheduling relationships.
Resources
Spot weekly loading peaks and rebalance work in the allocation matrix.
Pane controls
Collapse, maximise or resize each pane from its header and lower divider.

Sidebar tabs

Inspector
Edit selected item details, dependencies, assignments and linked risks. Multi-select enables supported bulk edits.
Risks
Create and manage project risks, scores, owners, notes and related WBS items.
Status
Review completion, task state and attention lists; select rows to locate items across the app.
View
Filter visible items and adjust timeline scale and row height.
Versions
Create named versions and branches, switch scenarios and merge a selected branch into the active one.
Library
Open or create online plans. Administrators also manage users, organisations, access and appearance.

Quick workflows

Select and focusClick an item in the canvas, timeline, Status list or allocation matrix. Use Ctrl where available for multiple selections.
Rebalance resourcesSelect people in the loading chart to isolate their work, then edit, bulk-fill, copy or paste allocation cells below.
Collaborate safelyOnline edits save automatically and other users' changes arrive in the open plan. Watch the header status for interruptions.