Alternative Views

Introduction

MilestonePlanner shows the same plan in several ways, so you can use whichever page suits the job in hand. You move between them from the main menu: Dashboard, Plans, Timeline, Milestones, Actions and Review. This page explains what each one is for and when to use it.

Timeline

The Timeline shows a plan's milestones along a horizontal date scale, one lane for each workstream. It is the page to use when you are planning, because you can see the sequence of work and spot clashes. You can zoom in and out by date, and drag a milestone to change its date or to move it to another workstream.

The Timeline is shown on larger screens only.

Milestones

The Milestones page lists the milestones in a plan as blocks, such as Upcoming Milestones, Milestones Due Now and Recently Completed. Use it to work through what needs attention. The bar at the top changes how the milestones are organised: by kanban (the blocks), date, status, owner, workstream, when they were updated, or what is upcoming.

Actions

The Actions page does the same for actions. Its blocks include Unstarted Actions, Actions in Progress, Recently Completed and Overdue. You can organise them by kanban, date, owner, workstream, when they were updated, or what is upcoming.

Dashboard

The Dashboard shows your own items in the plan you have open. It has four blocks:

• Changes to My Actions: your actions that other people have updated.
• Changes to My Milestones: your milestones that other people have updated.
• Actions Due: your actions that are not yet complete.
• Milestones Due: your milestones that are not yet complete.

Use it as a daily check on what is yours and what has changed. Anything you create in one of the two due blocks is dated today.

You can also drag an item into Actions Due or Milestones Due to make it due now. Dropping a completed milestone into a due block re-opens it.

Review

The Review page produces reports, such as a project summary and a progress graph. All four reports are part of the Professional Edition. On other editions the page shows the summary report under an upgrade message, and the other three are locked. Like the Timeline, Review is shown on larger screens only. See Reports & Snapshots for what each report contains.

Focus on one person

The people bar at the top of a plan lists everyone on it. In the Professional Edition, select a person to show only their milestones and actions, and select the group icon to go back to everyone.

Choosing a view

• Planning and re-planning: use the Timeline.
• Working through a list: use Milestones or Actions.
• Your own commitments: use the Dashboard.
• Reporting to others: use Review.