Join Jason Osder for an in-depth discussion in this video The OmniPlan toolbar, part of OmniPlan 3 Essential Training.
- A good way to get started with OmniPlan is just to learn the different parts of the interface. And you can see there's an exercise file here, that's called Interface, that'll help us do just that, starting with the toolbar. So I'm going to open this one and start our tour. And here we see for the first time, the OmniPlan interface with a project. It's not the most complex project, but it has everything we need to discuss the major parts of OmniPlan, starting with the toolbar, which is up top.
Like a lot of software, there's a toolbar that spans the entire top of the interface. So up across the top, in the toolbar, you have many of the major tools that you'll need, and I want to take a quick overview of them now. On the left, you have different views that can be activated in OmniPlan. And what you see here now is the most standard, or task view. That's where you'll see the Gantt chart here.
There's also resources view, calendar view, network view, and styles. Now, obviously I've clicked through these very quickly, just to give you an idea of the buttons. We're going to be spending a lot more time on each one of these views. I'm going to leave us in task view, because that's the most easy to look at. Here we have a pull-down that is used to compare your schedule to your baseline.
And we're going to learn about setting baselines, and then comparing our actual schedule to our planned schedule. There's a number of buttons here that are used to actually manipulate your project. Make dependencies, set resources, and split tasks. We're going to do each one of these functions, and I also want you to notice that right now, these are all grayed out, because nothing is active, and they are dynamic buttons, so if I were to select a task, you'll see that I now have more options as to what I could do.
Continuing to move our way across, we've a series of buttons that help you manage a project, and move it forward through time. This button automatically reschedules a project, avoiding violations. This button will help you update the completion of each task, and we're going to spend plenty of time in this course updating our tasks, but this is the one that just brings everything up to date. This one here will automatically push any task that has fallen behind up to a current place on the calendar, and this one will take a snapshot to commit to your planned schedule, and make it into a baseline.
So then we have one further set of buttons in the toolbar, and they are sort of all of the rest of the things that you'll frequently need. So, that's your reports window, this is to run simulations, that is to push forward through time and see what might happen in a predictive manner, Monte Carlo Simulations are a pro feature, as are the fancy what they call Pretty Reports Page. Publish, which is another pro feature, we can track changes, much like you do in something like Microsoft Word, spotting violations, which we'll talk about in detail, and then here is where we show or hide the inspectors.
So one click on that opens up this whole inspector bar, we've got different inspectors, which we'll talk about in a bit. So as you go across the toolbar at top, you can see that you have many of the major tools that you'll need when you're managing a project. Now, for now, we don't know what all of these things do. That's okay, we'll work into it. It's just a matter of getting used to the interface, and seeing that the toolbar houses a lot of our important tools.
The course explains how to most efficiently create and assign resources, including grouping resources, assigning duration and effort, and modifying individual schedule expectations. Learn how to use views; track project progress with critical paths, Gantt charts, and baselines; and configure different project settings. Chapter 9 shows how to work with OmniPlan Pro's expanded feature set, including Monte Carlo simulations and the multiproject dashboard.
- Navigating the OmniPlan interface
- Viewing projects as Gantt charts
- Starting new projects
- Creating milestones, tasks, and dependencies
- Grouping and splitting tasks
- Assigning resources to tasks
- Working with the Calendar and Network views
- Checking and finalizing a project plan
- Gauging progress with baselines
- Configuring start and end dates, styles, templates, and more
- Working with OmniPlan Pro