1. How to manage Views – Masterplan
How to navigate and manage Masterplan Views.
Masterplan tab enables to visualize objects in another way than a simple list of records.
An object and its sub-objects are displayed in a timeline, so to be correctly displayed, objects must have dates.
You can also directly open objects by this view and create a new one.
Data displayed in Masterplan tab
Contrary to Graph view, by default data displayed in Masterplan views don’t depend on data from the Grid view.
To have the same data in Masterplan than in Grid View, check the option “Toggle filters on”.
How to select displayed objects in the Masterplan
Set up columns to display
You can modify the following columns.
To add a new field
To remove a field
To order fields displayed
Expand / Collapse objects list
Object Information
Sort and Search in Masterplan
Open an object
In an independent window (full navigation mode)
Come back to the Masterplan
In an embedded window (modal window)
Warning about correct incorrect data
Show baseline
This option displays a second bar in the timeline for objects with “Baseline Start” and “Baseline Finish” dates filled.
Show dependencies
This option displays an arrow from an object to another when dependence exists between those objects.
Manage the timeline
“Zoom fit” enables to come back to the default displayed timeline by quarter.
“Button bar” enables to display Masterplan bar following the following part of time : “Month/Day week”, “Month Week Date”, “Year/Month”, “Year/Quarter”, “Year”.