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Planview Customer Success Center

Work Plan 2.0

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The new Work Plan 2.0 is the definitive tool for viewing, editing, and managing tasks using a graphical user interface. The new version of the interactive Gantt chart provides improved task management capabilities not only by providing a clearer graphical display of task timelines, but also the ability to update the project plan in a timely manner. 

Key Features

The Work Plan 2.0 includes the following features:

  • Fast expand/collapse capabilities
  • Improved usability for day-to-day updates 
  • Faster overall performance, which enables better productivity when updating the work plan
  • Creation of inline dependencies between work items using the keyboard only
  • Reordering of work items using the row number or by dragging and dropping

Features Not Currently Supported

  • Customizing the Gantt bar based on view definitions
  • Formatting the grid based on conditional formatting rules
  • Changing item duration in the Gantt

Accessing and Defining the Interactive Gantt view

The Work Plan 2.0 is accessible from the existing interactive Gantt by turning on the New WBS option.

  • In the Project or Work Item module, select the projects or work items that you want to view and then turn on the New WBS option. 
  • In the detailed project work plan view, the new WBS is displayed inline beside the Grid view. 
  • You can also define the Gantt as the default selection for the view in the view editor.
To define the Gantt display options:
  1. To view the new work plan, turn on the New WBS option. The standard Gantt view is displayed.
  2. To adjust the Gantt options, on the right side of the Gantt, click the Critical Path or Baseline icons.
  3. To control the timeframe, click "+" to zoom out or "–" to zoom in. 
    The available time frames include:
  • Yearly – shows years and quarters
  • Quarterly – shows quarters and months
  • Monthly – shows months and weeks
  • Weekly – shows the weeks and days

The full date formats are controlled by the organizational setting.

Gantt Legend

The items in the interactive Gantt have different shapes and color-codes for items for you to quickly identify and understand the view displayed. 

  • Dependencies are represented by arrows that connect the work items
  • Items are color coded as follows:
    • Projects marked as portfolios are olive green
    • Projects are blue
    • Milestones are green
    • Tasks are yellow
    • Exceptions are gray
    • The opacity of a bar indicates the percent completed
    • When you point to critical path display options, a red border appears around work items that are at risk
    • When you point to the baseline or plan vs. actual display options, an additional thinner bar appears below the main bar

Using the Interactive Gantt

Changes that you make in the Work Plan Grid affect the Gantt. 

To create dependencies in the Gantt

  1. Do one of the following:
    • Search the item from the dependency type, and then define the type.
    • Type the row number of the dependency work item and define the type and lag such as 13FS+2d (Row 13 finish to start with a lag of 2 days)
  2. Click Enter. A dependency is created between the two items

Exporting the Gantt to PDF or PNG File Format

  1. Click the Utilities tab.
  2. Click Export > Export to PDF/PNG.
  3. In the Export settings dialog, specify the options.
  4. Click Export.