Plan View Widget
What Does the Widget Do?
The plan view allows you to display work in the format of a plan. A common usage for this is on the radar of a work type, where key dates can be shown in a clear plan view. Depending on the configuration of your widget, users can drag and move the dates or the different phases based on their understanding of how long a piece of work may take.
The plan view can also show a Gantt chart of tasks within a plan, as well as key dates. The widget can support dragging and dropping the start and end dates of the tasks, and dependencies can be created between tasks.
Configuration Settings
| Setting | Description |
|---|---|
| With Chrome | Will display your widget as a self-contained tile with a title and functional buttons. |
| Title | Title must be provided if With Chrome is switched on. |
| Icon | The Font Awesome icon that will be displayed next to the title on your widget. |
| Show time | Defines whether to show a time scale on your plan. |
| Scale | Defines whether to show the phase plan in months or quarters. |
| Show phase plan | Defines whether you see the individual phases and their time scales in your phase plan. |
| Colour | Allows you to choose the display colour of your phases. |
| Show user on milestone progression | Allows you to show which user progressed each milestone on the phase plan. |
| Swimlanes |
Click the + to add a swimlane, multiple swimlanes can be defined. Each swim lane uses a list view to define the items shown in the swim lane. A common use for this is displaying the key dates associated with a piece of work. The list view core-case-plan-view-key-milestones will provide this view, or you can create your own list view. The configuration under items details the different configurations you can have for the items shown in your swim lane. This includes the ability to allow users to change the duration or the expected start date. The plan view is often used in conjunction with the scheduling details area of tasks, which allows the user to specify expected start dates, etc., for a piece of work. You can define an icon that appears on your plan for each of the items listed—fa-map-marker will provide you with a pin icon, which is useful for key dates. |
| Show dependencies | Highlight any dependencies between items. |
| Include the following relationship types as plan dependencies | Allows you to define which relationship types are plan dependencies. |
| Filter Persona | Defines which personas will see the widget in the UI. |
| Filter Phase | Defines which phases the widget can be seen in; if not defined, it will default to 'visible in all phases'. |
| Filter Features | The widget can be aligned to a feature so the widget is only shown when the feature is enabled. |
| Filter Security | The widget can be aligned to a permission so the widget is only shown to users with the specified permission. |
Configuring a Gantt chart
To configure a Gantt chart you will need to ensure the following pieces of configuration are in place.
1. List View - the swimlane on your plan view will be linked to a list view which will contain your tasks. In the list view configuration under 'additional attributes' there is a setting called load work schedulling data, ensure this is checked.
2. Task configuration - ensure that on the configuration of your task type you have the work schedulling aspect added. This allows you to capture start / end dates.
3. Plan Widget Configuration - within your swimlane you may want to switch on the allow user to alter task duration features so that the Gantt items can be dragged around.