Introduction

Welcome to OmniPlan!

OmniPlan 2.2 for iOS as seen on iPad Air 2 and iPhone 6 Plus.

OmniPlan for iOS is designed to help you visualize, maintain, and simplify your projects. Break down tasks, optimize the required resources, control costs, and monitor your entire plan—all at a glance. Collaborate with your colleagues and share every detail, update a calendar with your days off, and process changes one-by-one or all in one go. OmniPlan provides features like Gantt charts, schedules, summaries, milestones, and critical path highlighting to let you manage all of your activities. From customizable views to fast data entry, OmniPlan helps you manage projects that are as simple or complex as you need them to be—without the complexity.

OmniPlan for iOS complements the new OmniPlan 3 for Mac, acting as a powerful mobile counterpart to the most robust project management toolset we’ve ever produced.

Note

  • OmniPlan for Mac is available both on the Mac App Store and directly from The Omni Group.
  • Omniplan for iOS (the subject of this manual) is available on the App Store as a Universal app that works on all of your iOS devices.
  • Sync between versions is supported via Pub/Sub. OmniPlan 3 for Mac requires the OmniPlan Pro upgrade to sync with OmniPlan for iOS.
  • OmniPlan for Mac requires OS X Yosemite, while OmniPlan for iOS requires iOS 9.

What’s New in OmniPlan 2.3

OmniPlan 2.3 for iOS comes packed with support for Apple’s newest devices with 3D Touch. When you’re on your iOS Home Screen, press firmly on the OmniPlan icon and a contextual menu appears with options to open the app and immediately start a new project, or access your most recent ones.

OmniPlan 2.3 for iOS with 3D touch support.

Support for features that are part of Apple’s most recent iOS release, iOS 9, was also recently introduced with the OmniPlan for iOS version 2.2 update.

If you’re running OmniPlan on a device that supports it, you can take advantage of iOS 9’s new Split View to run it alongside your other favorite apps. This is a great way to read the OmniPlan manual without interrupting your workflow (for example), or to keep tabs on email while updating your project.

OmniPlan project search results in Spotlight on iOS 9.

Apple’s improved iOS 9 Spotlight Search is also supported, so your OmniPlan projects will appear in search results when searching from anywhere on your device.

How This Documentation is Organized

This manual that you have before you (either online or in iBooks on your Mac or iOS device—or both) has been assembled in such a way that you’re provided with a complete tour of OmniPlan.

To help guide you through the documentation and better learn all the things you need to know about OmniPlan, here’s a list of all of the chapters in this book:

Chapter 1, Using the Document Browser
The first chapter dives right with an introduction to managing your project files using OmniPlan’s built in Document Browser. Beyond creating, organizing, and sharing your documents, the Document Browser also holds tools for getting help and customizing your OmniPlan experience at a high level — you’ll learn all about those tools here.
Chapter 2, Getting Synced
If you’re working on a project with multiple contributors, getting synced to a server repository will be your next logical port of call. This chapter describes setting up an account and syncing your files with a shared repository. (If you’re the only one editing your project, feel free to skip this step.)
Chapter 3, Using the Project Editor
In OmniPlan for iOS the Project Editor is where you’ll spend most of your time, from creating your first task to marking the last milestone of your project complete. This chapter gives an overview of the tools available for creating, customizing, and curating even the most complex projects.
Chapter 4, OmniPlan 2 for iOS Tutorial
Once you’re familiar with the tools in the Project Editor and you’re eager to get your first project up and running, this is the place to start. The tutorial guides you through the process of setting up and maintaining a project, from creating your first task to reaching the last milestone. After you’ve worked through it you’ll have the tools you need to build your own project from the ground up.
Chapter 5, Glossary
The glossary contains an alphabetical list of special terms you’ll encounter throughout the app, this documentation, and other project management resources you might be familiar with. If you’re just starting out in project management or you’re curious about how OmniPlan implements certain concepts, this is a great chapter to check.
Chapter 6, Getting Help
There’s no shame in admitting that you need help. In fact, that’s what we’re here for. If you ever get stuck when working on something in OmniPlan, or if you have a problem with the app’s license, or you just want to tell our Support Humans and the DocWranglers what an awesome job they’re doing, feel free to get in touch. This chapter points you to all of the resources we have available: Support Humans, Support Articles, Videos, and Documentation.

Using This Book

One of the beauties of having OmniPlan’s documentation available in electronic form is that it’s always available whenever you need it. In addition to having all of the documentation on our website where it can be searched and bookmarked, we’re continuing the ongoing trend of creating EPUB versions of the docs and making them freely available on the iBooks Store.

Tell Us What You Think

We’re constantly working on updates for our documentation. Whether it’s CSS work, correcting the occasional typo (yeah, they do sometimes slip through), or adding details or clarification for a specific feature based on something we’ve heard from a customer, we’re always trying to make our documentation better and more useful for you.

If you have any specific comments you’d like to send us about the documentation, please do. You can drop us an email message via our Support queue, or you can ping us on Twitter; we’re @OmniWranglers.

Finally, we’d like to thank you for taking the time to read the docs.

A Note About Screenshots
OmniPlan 2.2 for iOS requires iOS 9, and runs on all Apple devices that support it. Due to the range of screen sizes across devices, for ease of use minor differences in interface layout exist between the iPhone and iPad; functionality is identical between them.

To illustrate this manual we’ve chosen screenshots primarily from OmniPlan on the iPad, but they should be equally useful to iPhone users.