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Contents

  1. Introduction
    1. How This Documentation is Organized
    2. Features of OmniPlan 3
      1. The Great Inspector Redesign
      2. Styles View
      3. Network View
      4. Meeting Task Type
    3. Introducing OmniPlan Pro
      1. Multi-Project Dashboards
      2. Monte Carlo Simulations and Effort Estimation
      3. Earned Value Analysis
      4. New HTML Reports Interface
      5. Omni Automation
      6. Returning Features in OmniPlan Pro
      7. How to Try Pro
    4. Tell Us What You Think
  2. Getting to Know OmniPlan
    1. The Toolbar
      1. The Overview
    2. Task View
    3. Resource View
    4. Calendar View
    5. Network View
    6. Styles View
    7. Inspectors
    8. The Touch Bar
    9. The Report Window (Pro)
    10. Dashboards (Pro)
  3. Working in OmniPlan: A Tutorial
    1. Step 1: Create a New Project
    2. Step 2: Choose a Start or End Date
    3. Step 3: Create Project Milestones
    4. Step 4: Add Tasks to the Project
    5. Step 5: Define the Work Week
    6. Step 6: Add Schedule Exceptions
    7. Step 7: Set Task Durations
    8. Step 8: Define Task Groups
    9. Step 9: Connect Tasks with Dependencies
    10. Step 10: Add Resources to the Project
    11. Step 11: Assign Resources to Tasks
    12. Step 12: Set Individual Schedule Exceptions
    13. Step 13: Level Resources
    14. Step 14: Set a Baseline for the Project
    15. Step 15: Check the Critical Path
    16. Step 16: Update Task Completion
    17. Where to Go From Here
  4. Maintaining Your Project
    1. Resolving Violations
      1. The Violations Window
    2. Scheduling and Leveling
      1. Duration and Effort
      2. What Makes Duration and Effort Change
    3. Using Critical Paths
    4. Updating Task Completion
    5. Rescheduling Incomplete Tasks
    6. Gauging Progress with Baselines
      1. Viewing a Summary of Your Project
    7. Using Simulations to Estimate Milestone Completion (Pro)
    8. Using AppleScript (Pro)
    9. Single-User File Sync with OmniPresence
      1. Keeping Your Data Private with OmniPresence
      2. How Synchronization Works
      3. Installing OmniPresence
      4. Starting OmniPresence and Connecting to Omni Sync Server
      5. OmniPresence Tips
  5. Collaboration and Multi-Project Review (Pro)
    1. Syncing and Sharing Your Projects
      1. Setting Up a Sync Account
      2. Managing Server Accounts
      3. Cleaning Up Stale Usage
      4. Setting Up Sync and Sharing
      5. Sync and Sharing Configuration Options
      6. Collaborate Action Options
      7. Export Action Options
      8. Sync Tasks With A Calendar Options
      9. Sync Work Hours From A Calendar Options
      10. Run A Script Options
      11. Connecting Others to The Project
      12. Tracking Changes in Published/Subscribed Projects
      13. Balancing Resource Loads Across Projects
    2. Using Dashboards for Simultaneous Project Review
      1. Creating a New Dashboard
      2. Reviewing Projects in the Dashboard
      3. Sharing Resources Between Projects
      4. Printing Dashboards
  6. Working in Task View
    1. Creating and Deleting Items
    2. Connecting Tasks with Dependencies
      1. Types of Dependencies
      2. Showing Scheduling Influences
    3. Creating Hammock Tasks
    4. Splitting Tasks
    5. Grouping Tasks
      1. Characteristics of Task Groups
    6. Visual Planning in the Gantt Chart
      1. Changing the Charts Scale
      2. Changing the Duration of a Task
      3. Adjusting Task Completion
      4. Drawing Dependency Lines
      5. Drawing Constraints on Tasks
      6. Locking Start or End Dates
      7. Coloring Off Hours
    7. View Options in Task View
    8. Filtering the Task Outline
  7. Working in Resource View
    1. Resource Types
      1. Staff
      2. Equipment
      3. Material
      4. Group
    2. Creating and Deleting Resources
    3. Assigning Resources to Tasks
      1. Assigning Groups
      2. Characteristics of Resource Groups
    4. Tracking Assignments with the Timeline
    5. Setting Resource Attributes
    6. View Options in Resource View
  8. Working in Calendar View
    1. Setting Up Working Hours for a Project
      1. Setting Up Working Hours for a Resource
      2. Editing Exceptions
    2. View Options in Calendar View
  9. Working in Network View
    1. Charting Tasks and Dependencies
    2. Customizing Node Metadata
  10. Working in Styles View
    1. Changing Project Font and Colors
    2. Changing the Appearance of the Gantt Chart
    3. Changing Document Styles
    4. Creating and Using Named Styles
  11. Using the Inspectors
    1. The Project Inspector
      1. Editing Project Information
        1. Choosing Specific or Undetermined Project Dates
        2. Specifying a Projects Direction
        3. Scheduling Granularity
        4. Quick Look Preview Settings
      2. Quickly View a Summary of Your Project
      3. Choosing Time and Currency Formats
      4. Setting Effort Unit Conversions
    2. The Milestones Inspector
    3. The Task Inspector
      1. Editing Task Information
      2. Estimating Task Effort (Pro)
      3. Scheduling Tasks
      4. Describing Task Dependencies
      5. Editing Resource Assignments
      6. Choosing How Resources are Allocated
    4. The Resource Inspector
      1. Editing Resource Information
      2. Reviewing Resource Assignments
    5. The Styles Inspector
      1. Applying Item Styles
      2. Reviewing Style Attributes
    6. The Custom Data Inspector
    7. The Attachments Inspector
  12. Importing and Exporting
    1. Importing from Other Formats
    2. Exporting to Other Formats
    3. Microsoft Project Support (Pro)
      1. Quirks in Microsoft Project Import and Export
  13. Reporting and Printing
    1. Printing in OmniPlan
      1. Customizing Headers and Footers
    2. Using the Report Window (Pro)
    3. Customizing Reporting Templates (Pro)
      1. Custom Template Tokens
  14. OmniPlan Preferences
    1. General Preferences
    2. Display Preferences
    3. Templates Preferences
      1. Creating a Template
    4. HTML Preferences (Pro)
    5. Update Preferences
  15. Menus and Keyboard Shortcuts
    1. The OmniPlan Menu
    2. The File Menu
    3. The Edit Menu
    4. The Format Menu
    5. The View Menu
    6. The Project Menu
    7. The Structure Menu
    8. The Inspectors Menu
    9. The Window Menu
    10. The Automation Menu (PRO)
    11. The Help Menu
  16. Glossary
  17. Managing Your Omni Licenses
  18. Getting Help
    1. The OmniPlan Website
    2. The Official Forums
    3. Email Support
    4. Release Notes
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