Planning Module Documentation

We spent 40% of our development time on making Planning Module easier to use. At the same time, there are new paradigms that may need explanation. Here is our user guide.

This is work in progress. We didn’t get much time to write documentation during development

Quick Tour

We encourage you to take a look at the Quick Tour Video (2 minutes). In most cases, Quick Tour should be sufficient to get you started.

User Guide

• Introduction
• Setting up Planning Module
  • Installation & Setup (video tutorial available)
  • Upgrading Planning Module from any previous version
  • Advance Configuration
    • Changing calculations in estimation: hours per day, week, year
    • Changing date format
    • Selecting Assignees and Subscribers
• Using Planning Module
  • Outliner: tabbing, new entry, deleting, editing, drag drop, keyboard navigation
  • Estimates: short hand notation, auto conversion, auto sum, no update if greater, batch update in %, days etc
  • Assignee Names: first person leader, short forms allowed, auto complete on backend
  • Start – Due Dates: auto calculation for milestones, auto complete in outliner – current month, year, red for overdue items, batch update to add / subtract days
  • Batch Update: Need for batch update, selecting multiple items in outliner / cards view, shortcut key for batch update, switch to cards view to show more options in batch update, easy editing of start/due dates, estimation padding, assigning to people
  • Focus mode: Need to focus on an iteration / milestone, larger font for better readability, keyboard shortcuts, Cards view in focus mode. Focusing on tickets. Hiding completed items or items without milestone to focus.
  • Import / Export: importing formatted text, exporting XML, importing XML, added as new items
  • Cards View: Why, adding details, workflow status, estimate slider, next-previous, category templates, filtering
  • Gantt View: Timeline, zooming, expand – collapse plan, display of milestones / tickets / tasks. Progress %. View only – can’t edit. Printing visible portion as image.
  • Auto Save: Every 5 minutes or on save. Shows recover / discard project on opening screen
• Ticket Hacks for AC
  • Shows Planning module data in aC pages
  • Setting up the hacks
  • Workflow Status
  • Using: ticket list, mass edit, workflow status, category icons, estimates and start dates
• Planning module + Reports module integration: Estimated hours vs Actual display
• Adding Translations
• Keyboard Shortcuts
• Getting Help via GetSatisfaction