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  • How do I add a dependency in the milestone planning?

    • 18 February 2020
    • Gido

    When creating a milestone schedule, some items may depend on each other. You can make this clear by adding a dependency. This interactive guide shows you how to: 

  • How do I make the milestone planning more or less detailed?

    • 17 February 2020
    • Gido

    You can zoom in or zoom out the milestone planning as you wish to gain insight into details or just take a look at the bigger picture. This interactive guide shows you how to:  

  • How do I use custom fields in the milestone planning?

    • Gido

    Is the column that you want to use not in the list of standard columns? Make the column yourself! Custom fields enable you to give portfolio items new properties and to keep all relevant information. This information is part of the portfolio item and can for example also be displayed…

  • How do I add a column to the milestone planning?

    • Gido

    In the milestone planning, you can choose your columns to display. You can move these or delete them if necessary. This interactive guide shows you how to:  

  • How do I set a filter in the capacity planning?

    • Gido
  • How do I set up a view in the capacity planning?

    • Gido
  • How do I make capacity planning more or less detailed?

    • Gido

    Use the zoom out button to zoom out the timeline and get a more general overview of the portfolio. Use the zoom in button to zoom in the timeline and get a more detailed overview of the portfolio planning. The planning moves automatically.

  • How do I create a custom field in the capacity planning?

    • Gido

    Click on Custom field configuration Click on Create custom field Enter a name and choose a field type. Read more about the different field types on Which custom fields can I use? Enter the other information and click Create A new column with the custom field is added to the…

  • How do I use custom fields in capacity planning?

    • Gido

    Is the column that you want to use not in the list of standard columns? Make the column yourself! Custom fields enable you to give portfolio items new properties and to keep all relevant information. This information is part of the portfolio item and can for example also be displayed…

  • How do I add a column to the capacity planning?

    • Gido
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