Display projects ordered by date, or alphabetically by title. The Documents Header The header text of the document browser doubles as a button that lets you toggle between sorting methods. The Repositories Button If you’re sharing your projects between multiple users or devices, tap the Repositories button to access the Server Repositories panel, where you can access or edit an existing OmniPlan repository or add a new one. A new project document will be created and you’ll be brought to the project screen, ready to start adding tasks and resources. The New Project Button Tap the New Project button to start a new OmniPlan project. It’s also where you’ll set up a connection to a server repository where you can store or access projects with other members of your team, or across multiple devices.ġ. It’s the home for all of your project files, where you can create new projects or manage current projects. Interacting with OmniPlan Using the Document Browser The Document Browser is where you’ll land when you first open OmniPlan for iPad.
Omniplan tutorial manual#
If it all seems a bit overwhelming, not to worry! This manual will guide you through the process of creating, maintaining, updating, and completing your project using the full suite of tools available in OmniPlan for iPad. This is called leveling the workload, and OmniPlan can do it automatically based on the tasks, resources and dependencies you provide. Once all the pieces are in place, the last step is easy: one tap of a button will arrange the work to make sure your team is at its most productive throughout every step of the project. If widget A has to be designed before part B can be assembled, OmniPlan’s Gantt view will make it clear what comes first. After you give tasks to your team and provide them with the tools for the job, deciding on the order of task completion is the last big piece of the puzzle. Your staff may have individual scheduling needs - OmniPlan can account for them and adjust task assignments accordingly. Describing the resources available to the project, and then assigning them to the tasks they’re best suited for, is the next phase of planning. These can include groups of tasks to represent phases or related segments of a larger project, and milestones that act as deadlines within the project or significant waypoints to be cleared. List the steps of the project that need to be completed. Laying out your project in OmniPlan is as simple as bringing together these concepts, and then letting OmniPlan do the heavy lifting: 1. This sequential relationship is created using dependencies connections between tasks that describe how they are related. The intersection of tasks, resources, and calendar is depicted visually in your project in the Gantt view – a cascading sequence of tasks. This is what anchors your project in time, dictates constraints on what must be done when, and helps establish priority when assigning resources to tasks. The final aspect of the project is its calendar. These three types of resources all work in slightly different ways your team members have schedules and take vacations, equipment can often only be used to accomplish one task at a time, and raw materials have a finite supply. These are the staff, equipment, and materials that you need to get the job done. The second aspect of a project are resources. Tasks are visually represented in OmniPlan as horizontal bars, where the length of the bar represents the duration of the task. The first are tasks, the parts of the project that need to be completed to reach the goal. There are three fundamental areas that converge when looking at a project in OmniPlan. The process of attaining that goal, and the steps required to reach it, are collectively known as the project at hand.
Planning your Project At its most fundamental, the purpose of OmniPlan is to coordinate the activities of a team working toward a shared goal. Coordinate a photo safari, and publish the results.Convert a vacant lot to a community garden.Build a new wing of the campus student union.Research and develop a new microprocessor.OmniPlan for iPad lets you manage your projects on the go, collaborating and updating the project status easily from anywhere you can reach an iPad. It’s ideal for any endeavor that takes a diverse group of people and resources to complete, with features for managing multiple work schedules and assigning tasks based on goals being met. The Basics What is OmniPlan? OmniPlan is a tool for organizing, scheduling, and administrating complex projects with multiple team members and moving parts.