Use the Customize Toolbar command in the View menu to set up the controls however you like.Task Viewl you click lho rsl bullon in lho viow swilchor, youll soo lho lusk viow.You can type in the task outline to create, edit, and group tasks.The Gantt chart is a visual representation of tasks durations and relationships.8 Resource ViewResource ViewIf you click the second button in the view switcher, youll see the resource view.You can use the resource outline to manage staff, equipment, and materials.The timeline shows the same tasks as the task views Gantt chart, split up by which resource they are assigned to.Continued on next pageCalendar View 9Calendar ViewIf you click the third button in the view switcher, youll see the calendar view.You can edit the working calendar for the whole project, and for individual resources.Green blocks in the week calendar represent working hours.
Some of the buttons change depending on whether you have the task view, resource view, or calendar view open.
Its searchable, and it includes some more about the technical intricacies of the software, so check that out too, if you like.Hello!Continued on next pageIntroduction to the InterfaceThe Main WindowToolbarLike in many other Mac applications, the toolbar has buttons for commands you might want to use frequently. Then, as you use the application on your own, come back to the Details section and the Glossary for guidance and ideas.Theres also an onscreen help book you can get at by choosing OmniPlan Help from the Help menu.
Welcome to This Manual A good way to get familiar with OmniPlan is to run through the Introduction to the Interface and the Quick Tutorial here in the manual.
We think that managing projects as big and complicated as a major software release, or as small and personal as organizing a camping trip with your friends, should be feasible and enjoyable for everyone. But whats really cool is that OmniPlan is here to make the whole process as simple and accessible as it can be. You even have a chart you can show people, point at a little bar, and say, this right here is critical.Okay, thats cool.
You know whos responsible for which assignments, and you have a clue of what will happen if any given part of the plan slips. You have an idea of when things need to happen. Now you have tasks, resources, and milestones.
Other names and marks mention herein may be trademarks of their respective companies.ContentsChapter 1Chapter 2Chapter 3Chapter 45 Hello Some info about OmniPlan and this manual7 Introduction to the Interface An overview of OmniPlans windows and views13 Quick Tutorial Step-by-step creation of a simple project from scratch27 Details27 Setting the project start date27 Creating tasks and resources28 Creating milestones28 Deleting items29 Connecting tasks with dependencies31 Types of dependencies32 Tracking assignments with the resource timeline33 Grouping tasks and resources35 Characteristics of task groups36 Editing tasks with the Task Information inspector38 Using columns in the task and resource outlines38 Special columns40 Assigning resources to tasks43 Using the calendar view to set up working hours47 Customizing time and currency units with the Project Formatting inspector48 Rounded time values48 Duration versus effort50 Resolving violations51 Editing resources with the Resource Information inspector52 Characteristics of resource groups53 Visual planning in the Gantt chart55 Using notes55 Using the Custom Data inspectors56 How scheduling and leveling work58 Comparing the baseline and actual schedules59 Catching up task completion to the present60 Rescheduling incomplete tasks60 Automatically opening or saving documents with the Gen-eral preferences62 Customizing keyboard behaviors with the General preferences63 Customizing date headers with the Display preferences64 Adding style with the Project Styles inspector68 Customizing Gantt chart colors with the Project Colors inspector68 Using templates70 Importing from other formats71 Exporting to other formats75 Printing77 Getting Help Where to go when you need to know moreChapter 5Welcome to OmniPlanYou have a big mess of stuff that needs to get done, a bunch of people and things you can call on to get stuff done, and some kind of outcome you want to reach as a result of doing all that stuff. Apple, the Apple logo, Mac, Macintosh, and the Mac logo are trademarks of Apple Computer, Inc., registered in the U.S.A. OmniPlan, the OmniPlan icon/logo, and the Omni logo are trademarks of The Omni Group. Version 1.0Copyright 2000-2009 The Omni Group.