Pentalogic Planner for SharePoint

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Pentalogic Planner for SharePoint is for all those times when you need to plan quickly and effectively- without the complexity of a "Project Management" suite.

Quick and easy to set up and use Planner offers you attractive and flexible graphical dashboard displays, ideal for all your daily task, resource and simple project planning needs.

Planner provides wall chart or gantt chart views of your SharePoint Task and Event list data, which are far more flexible and customizable than SharePoints built in calendar, whilst still being very easy to set up and manage.

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Pentalogic Planner for SharePoint

  1. 1. Quick, easy and flexible Graphical Planning for SharePoint
  2. 2. <ul><li>Pentalogic Planner is for all those times when you need to plan quickly and effectively- without the complexity of a &quot;Project Management&quot; suite. </li></ul><ul><li>Quick and easy to set up and use Planner offers you attractive and flexible graphical dashboard displays, ideal for all your daily task, resource and simple project  planning needs. </li></ul><ul><li>Planner provides wall chart or Gantt chart views of your SharePoint Task and Event list data, which are far more flexible and customizable than SharePoints built in calendar, whilst still being very easy to set up and manage. </li></ul>
  3. 3. Example Uses Resource Planning Use Planner to view bookings for rooms or equipment- and easily spot double bookings or under used resources. Shift Planning Use a category chart to organize and monitor your shift patterns - easily spotting when a shift is not adequately covered Staff Vacation Planning Display a classic wall planner style chart on your teams site to allow staff and managers to see at a glance when vacation can be booked, and when the department is understaffed. Simple Project Planning Organize your projects with Gantt Charts. See Graphically how tasks are organised with Timelines and Milestones. Let team members update their own tasks straight from the web part view.
  4. 4. An example use Open a web part page in edit mode and add the Planner web part
  5. 5. An example use Set the List and columns to use Source section of Manual
  6. 6. An example use You now have a basic Gantt Chart
  7. 7. An example use You can use the zoom buttons or click on the scale to zoom in as far as a few hours or see the big picture over months or even years Control Panel section of Manual
  8. 8. An example use Set colour coding by any column – status, reason for absence, priority, event type etc. Color coding section of Manual
  9. 9. An example use <ul><li>Different styles including Group By Category, perfect for </li></ul><ul><li>A person centric view of tasks </li></ul><ul><li>Vacation and absence lists </li></ul><ul><li>Equipment and room booking </li></ul><ul><li>Styles section of Manual </li></ul>
  10. 10. An example use Printer Friendly view Printing section of Manual
  11. 11. An example use Filtering via Views or dynamically by SharePoint filter provider web parts Filtering section of Manual
  12. 12. Lots of options to customize the display to your needs Configuration section of Manual
  13. 13. <ul><li>Key Features </li></ul><ul><li>Gantt Chart, Category Chart, and Classic Wall Planner styles </li></ul><ul><li>Printable Charts </li></ul><ul><li>Take information from Event or Task Lists – even customized ones or lists with recurring events. </li></ul><ul><li>Color coding to let you easily identify different items </li></ul><ul><li>Progress bars - to check your project is still on track. </li></ul><ul><li>Milestones - to identify critical path events. </li></ul><ul><li>Scale your view to suit your data from hours to years - or let Planner pick the most appropriate scale automatically </li></ul><ul><li>Zoom in and out to see more or less detail </li></ul><ul><li>Scroll backwards and forwards in time through your data. </li></ul><ul><li>Choose which columns to use for labels </li></ul><ul><li>Add, delete or edit items from within the chart view. </li></ul><ul><li>Connect other web parts to provide dynamic filtering - allowing you to focus on specific parts of your data </li></ul><ul><li>Modify the appearance, styles and colors used </li></ul>
  14. 14. <ul><li>Further Information </li></ul><ul><li>Planner v SharePoint's built in Gantt Charts </li></ul><ul><li>Manual </li></ul><ul><li>Free 30 day trial </li></ul><ul><li>Purchase online </li></ul>UK Tel: + 44 845 805 4832 US Tel: + 1 415 376 4127 [email_address] [email_address]

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