In this article, we will review the Planner Premium tasks page, its layout, and detailed information on how the Planner Premium tasks are synchronized to PPM Express.
You can review tasks synchronized from the Planner Premium connection on a separate Planner Premium tasks page in PPM Express.
To access this page perform the following:
1. Open the Project dashboard of the Project where the Planner Premium connection is added, and you need to review Planner Premium tasks.
2. Navigate to the Tasks (Schedule) Project section and select Planner Premium tasks by clicking on the corresponding icon on the right.
3. Click on the 'View Tasks from Planner Premium' button.
Also, if you click on the number of tasks on the Tasks Statuses, Tasks Progress, or Tasks Summary cards, the Planner Premium tasks page will be opened at once, and the tasks will be filtered out according to the selected value. For example, if you click on the number of Critical tasks, Critical tasks will be shown on the Planner Premium tasks page at once.
Using the 'Configure' menu, you can turn on data sections that you want to make visible on the page. Drag and drop is available to reorder the position of these sections. These changes can be saved to Project layouts and views.
On the tasks page, you can review all tasks synchronized from Planner Premium.
Planner Premium tasks page includes two sections: Tasks Summary and Tasks.
Tasks Summary section includes four cards where you can quickly review the task statuses, progress, summary, and timeline. All the numbers on the cards are clickable and can be used to filter out the information in the Tasks section.
To get back to the PPM Express Project, click on the Project name at the top of the page or on the 'Back to Project Dashboard' button.
To open PPM Express tasks, click on the 'View PPM Express Tasks' button.
Tasks section includes all tasks synchronized from the Planner Premium.
There are two views available: table and timeline.
You can use multiple filters to review the tasks you need quickly. You can also create new filters and new views if needed.
To hide/show all tasks in the tasks hierarchy use the Outline button. It is applied to all tasks at once, you can either Expand all tasks to show subtasks or Collapse all tasks to show only the parent task.
The selected tasks can be exported to an Excel/PNG file by clicking on the Export button at the top of the Tasks section or using the Actions menu.
The task fields will be mapped in the following way (Planner Premium column/field = PPM Express field):
- Project = Task NameTitle
- Notes - Plain text = Description
- % Complete = Progress, %
- Start -= Start Date
- Finish = Due Date
- Duration = Is Milestone (with Transformation rule 0 -> 'Yes')
- Effort = Effort
- Effort Completed = Completed work
- Effort Remaining = Remaining work
- Milestone = Is Milestone
- Outline level = WBS
- Type = Type
- Assigned to = Assigned to
- Labels = Tags
- Priority = Priority
The Progress is synchronized in the following way:
- Not Started tasks - 0% Completed;
- Completed tasks - 100% Completed;
- In Progress tasks - 1-99% Completed.
Tasks Status is not editable and is set according to the Tasks finish date, considering the current date. The following calculation logic is applied:
- On Track: Finish Date is greater or equals Today;
- At Risk: The task is late for less than 10 days (from Today);
- Critical: The task is late for more than 10 days (from Today);
- Done: The task is marked as Completed.
These default calculation logic rules can be customized on the Insight settings page. If custom rules are set, the custom logic will be applied to the task statuses on the Planner Premium tasks page.