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Deliverables in planning view

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13 Sep 2018 21:38 - 13 Sep 2018 21:57 #1 by ade
Hi,

I try to have a view that looks like planning view and which includes deliverables milestones.

:blink: I try to use fixed milestone object. They are displayed in planning view, that's great
but, each time you want to update the milestone,
+ you have to setup date
+ save, go in planning view - if you are not in the right view
+ and then calculate planning

=> I known that this point is acceptable for a planner but for team members looks like complicated to explain.:S

:( I try to use deliverable object but they are not displayed in planning view.

What do you think about this point ?

Solution proposed .. to share on this topic
=> Add a button in milestone object view to reschedule planning ?
=> Add object in planning view ?
=> other options ?

Thx
Last edit: 13 Sep 2018 21:57 by ade.

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14 Sep 2018 08:52 #2 by babynus

+ you have to setup date
+ save, go in planning view - if you are not in the right view
+ and then calculate planning

Difficult to do more simple, except change milstone date directly in planning view (it is possible)

=> I known that this point is acceptable for a planner but for team members looks like complicated to explain

I thing it's a bad use case to have team member plan the project.
On the project leader should plan the project.

I try to use deliverable object but they are not displayed in planning view.

THEY CAN BE :woohoo:
It is the purpose on Global Planning view, introduced by V7.2

=> Add a button in milestone object view to reschedule planning ?

And why not in Activity ? in Test Session ? in Meeting ?
In my opinion, planning possibility calculation should only be triggered from planiing view.

=> Add object in planning view ?

It exists : it is the global planning view


NB : what you can do in your case is use the Automatic planning feature.
For instance, you plan a differentiazl planning calculation every hour.
Team member just updates milstones and doesn't bother any more, in the next hour the planning will automatically be recelculated.

Babynus
Administrator of ProjeQtOr web site
The following user(s) said Thank You: ade

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16 Sep 2018 21:20 - 16 Sep 2018 22:15 #3 by ade
Replied by ade on topic Deliverables in planning view
:woohoo: :woohoo: :woohoo: :woohoo:

Very good feature ""Global Planning view, introduced by V7.2"

I love it, looks great - many new interesting features in v7.2 that helps

I try online demo and "Deliverables" are not in the selection list.

Is it configurable some how ?
Last edit: 16 Sep 2018 22:15 by ade.

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17 Sep 2018 14:06 #4 by babynus

I try online demo and "Deliverables" are not in the selection list.

I guess you connected as "member"
"Member" has no access right to Deliverable, so won't see them in Global planning.

Babynus
Administrator of ProjeQtOr web site

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17 Sep 2018 20:35 #5 by ade
Replied by ade on topic Deliverables in planning view
I'm connecting as manager and available list is
  1. Action
  2. Decision
  3. Delivery
  4. Issues
  5. Opportunity
  6. Question
  7. Risk
  8. Ticket

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17 Sep 2018 23:54 - 17 Sep 2018 23:55 #6 by babynus
Well, in fact Deliverables cannot be displayed on Global Planning.
But delivery can (and deliverable should be included in a delivery)

Babynus
Administrator of ProjeQtOr web site
Last edit: 17 Sep 2018 23:55 by babynus.

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