Work Instruction IV: Card Wall & Schedule Plan Navigation

Instructions on how to navigate the Plans menu, create a card wall plan, edit a card wall plan, create a waterfall plan, edit a waterfall plan, import a waterfall plan.

Plans

The ability to view and add project Plans (schedule) and/or Card Walls (tasks).

1. Click Plans on the Navigation menu.
2. Click the Plan Title (see Figure 1). 
3. Plan will open in a new window.
4. See Create a Card Wall Plan and Create a Waterfall Plan sections.

 

 

 

 

Figure 1 – Project Plans
 

Create Card Wall Plan

1. Click Plans on the Navigation menu.
2. Click the New button.
3. Type the Name.
4. Type the Description (optional).
5. Select Type: Card Wall.
6. Select No (Create an empty plan).
7. Click Save.
8. Select View the plan you just created or Close this window (see Figure 2).

*Denotes Required Fields
Click Save after all project info entries/updates.

 

Figure 2 – Create Card Wall Plan

 

Edit Card Wall Plan
 

1. Click Plans on the Navigation menu.
2. Click the Plan Title (see Figure 1). 
3. Plan will open in a new window.
4. Click the Plus icon to add a New task.     
5. Type Task Name.
6. Click Save repeat as needed (see Figure 3).                                                                 
   
                                                                                                              
   
                                                                                                                                                                    
                                                                                                                            Figure 3 – Create Card Wall Task


7. Go to respective task and click the Edit icon - pencil symbol (see Figure 4).
8. Edit Title (if applicable).
9. Type Description.
10. Select a Start/End Date.
11. Select a Priority level.
12. Select who Responsible. (*Resources must be added)
13. Select task color.
14. Click Save.
15. Click X to close task.
16. Click and drag task(s) into the appropriate category: In Process, Completed
    or On Hold (see Figure 5).

*Denotes Required Fields
Click Save after all project info entries/updates.

                                                   

Figure 4 – Edit Card Wall Task

 

Figure 5 – Move Card Wall Task

 

Create Waterfall Plan

1. Click Plans on the Navigation menu.
2. Click the New button.
3. Type the Name.
4. Type the Description (optional).
5. Select Type: Waterfall.
6. Select No (Create an empty plan).
7. Click Yes (Do you want to check this plan out now?)
8. Click Save.                                                                                                                                                                                                                                               Figure 6 – Create Waterfall Plan
9. Select View the plan you just created or Close this window (see Figure 6).

*Denotes Required Fields

Click Save after all project info entries/updates.

 

 Edit Waterfall Plan
 

Figure 7 – Edit a Waterfall: View Draft
 

Figure 8 – Edit a Waterfall: Insert Tasks
 

1. Click Plans on the Navigation menu.
2. Click the Plan Title (see Figure 1). 
3. Plan will open in a new window.
4. Click the View Draft icon (top right corner) (see Figure 7).
5. Click section under Title and type project schedule task(s) and press Enter.
6. To create or edit New Task, Child Task (sub task), or Delete Task select and click (see Figure 8).
7. Create project schedule task(s) as required and press Enter after each entry.
8. To Create/Add/Update Start Date, End Date, or % (percentage); select box and double-click to enter info and press Enter to complete (see Figure 9).
9. To close and post schedule click Check In (top right corner) (see Figure 10).
10. Click Check Out (top right corner) to re-edit (see Figure 11).                                                                                 
11. Close the window.                                                                                                                                                 

Figure 9 – Edit a Waterfall: Edit Dates

 

 

Figure 10 – Edit a Waterfall: Check In                                                            Figure 11 – Edit a Waterfall: Check Out

 

Import Waterfall Plan

1. Click Plans on the Navigation menu.
2. Click the New button.
3. Type Name.
4. Add/Update Description (optional).
5. Select Waterfall radio button.
6. Select Microsoft Project XML (see Figure 12).
7. Click Yes (Do you want to check this plan out now?)
8. Click Save.

        Figure 12 – Microsoft Project XML Plan Import

Click Save after all project info entries/updates.

9. Browse for file (see Figure 13).
10. Select file name.
11. Click Open.
12. Select Import.
13. Select “View the plan you just created” or “Close this window”.

Figure 13 – Browse and Import Microsoft Project XML Plan