Click on the Projects menu on the left hand side of the menu, which will load up the list of projects you can search for and select. To begin you can select all, or click to select multiple projects and click load to fill the project grid. You can also search for projects in the Search box. If you’d like to filter projects list proceed to the Filter section next.
In the filter section you can filter to My Projects, where you are the PM or Principal, filter to Favorite Projects and include other project types like Estimate/Opportunity or show inactive projects. The filter at phase level will apply searches to values at the phase level instead of the project level, and the Assignments in different Orgs will show employee’s that are assigned to work on the project but the employee is from a different organization than the project. At the bottom of the filter screen you can save or use existing ‘saved filter searches’.
Other Setting Changes can be made in the Settings section, here you can choose to report data by Week or Month or adjust how many projects are loaded at one time the grid. Other options include Show History to view Planned vs Actual by week or month for a selected number of periods. And below that are some options like show unplanned employees (employees who’ve charged to the project but are not planned), adjust Billing or Cost rates if permissions allow, include unposted time, or just show phases that are currently active or will be started in a given number of weeks by using ‘Show Current Phase’.
The Schema/View section in the top right corner, allows you to adjust what columns and data will be displayed on the left-hand side of the grid. Essentially this works at the report or column chooser.
To edit weekly or monthly values, you can drill down to the employee level and edit cell by cell, or update multiple cells by selecting a starting cell, hold SHIFT and select an ending cell then enter a new value and click enter to update. Phase dates can also be edited by clicking the calendar button.
If you’d like to assign additional employees to a Plan, open the Employee panel, search for an employee and drag them onto a project at any level.
After dropping you’ll be prompted to choose what phases/tasks to assign the employee. Check the ones you’d like and enter hours to assign and the mode (weekly or total hours).
Video Summary:
Planifi's Projects Area is a portfolio management area that allows you to report on, view, and edit financial information for all your projects in one screen. This guide will walk you through the basic navigation and functionalities of the Projects Area.
Accessing the Projects Area:
To access the Projects Area, minimize the main menu. You will see a list of projects, which by default are imported from a financial system. You can search for projects by name or number, or select multiple projects and hit 'apply' to load them simultaneously.
Advanced Filtering Options:
Planifi also offers advanced filtering options. You can filter projects where you are the PM or principal by enabling 'my projects' and clicking 'load'. Under advanced options, you can filter projects by office, studio, project manager, principal, superintendent, and supervisor clients, among others.
Settings and Options:
In the settings and options, you can choose to report on projects with weekly or monthly data, decide how many project records to load at once, and the duration of weeks or months. Additional options include hiding completed phases, including unplanned employees, showing assignments in different organizations, and more.
Viewing Financial Data:
Once you have loaded your projects, you can view the financial data for all projects. The data includes fee, job-to-date charges from the financial system, estimate to complete (future planned hours), estimate at completion (job-to-date + future planned hours), and labor available (the amount over or under budget each project is forecasted to be).
Editing Project Data:
In the Projects Area, you can also make changes to your projects. You can edit the schedule, view each phase and task, and see which employees are working on it and how much time they have. You can also make cell-by-cell edits or use Excel-type editing to select multiple cells and make changes to all of them simultaneously.
Adding New Assignments:
The Projects Area also allows you to add new assignments to a project. Simply expand the employees list, search for the employee you want to add, drag them onto the project, and choose which phases or tasks you want to schedule them on.
In conclusion, Planifi's Projects Area is a comprehensive tool that offers advanced features for effective project planning and management, enabling you to align your project plans with the remaining contract value, providing a clear picture of your project's financial status and aiding in effective project management.