• Products
    OmniFocus OmniGraffle OmniOutliner OmniPlan Omni Labs Downloads
  • Company
    Blog The Omni Show Newsletter Your Privacy About Us Mission Merch
  • Help
    Support Stenciltown Videos Inside OmniFocus Inside OmniGraffle
  • Sign In
  • Store

Contents

  1. Introduction
    1. What's New in OmniPlan 3.2
    2. How This Documentation is Organized
    3. Features of OmniPlan 3
      1. Introducing OmniPlan Pro
      2. How to Try Pro
    4. Using This Book
      1. Get the EPUB
    5. 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 Report Window (Pro)
    9. Dashboards (Pro)
  3. Working in OmniPlan: A Tutorial
    1. Step 1: Creating a Project
    2. Step 2: Choosing a Start or End Date
    3. Step 3: Creating Milestones
    4. Step 4: Creating Tasks
    5. Step 5: Editing the Work Week
    6. Step 6: Setting Schedule Exceptions
    7. Step 7: Setting Task Durations
    8. Step 8: Grouping Tasks
    9. Step 9: Connecting Tasks with Dependency Lines
    10. Step 10: Creating Resources
    11. Step 11: Assigning Resources
    12. Step 12: Setting Individual Schedule Exceptions
    13. Step 13: Leveling Resources
    14. Step 14: Setting the Baseline
    15. Step 15: Checking the Critical Path
    16. Step 16: Updating Task Completion
    17. Step 17: Moving Forward
  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
    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. Collaborating with Multiple Contributors
      1. Creating a Sync Account
      2. Publishing, Subscribing, and Change Tracking
      3. Balancing Resource Loads Across Projects
      4. Managing Server Repositories
      5. Cleaning Up Stale Usage
    2. Using Dashboards to Review Multiple Projects Simultaneously
      1. Sharing Resources Between Projects
      2. 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 Chart’s 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. Earned Value Analysis (Pro)
    9. Filtering the Task Outline
  7. Working in Resource View
    1. Creating and Deleting Resources
    2. Assinging Resources to Tasks
    3. Grouping Resources
      1. Assigning Groups
      2. Characteristics of Resource Groups
    4. Tracking Assignments with the Timeline
    5. View Options in Resource View
  8. Working in Calendar View
    1. Setting Up Working Hours
      1. Editing the Work Week
      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
      2. Choosing Time and Currency Formats
      3. 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
    4. HTML Preferences (Pro)
    5. Accounts Preferences (Pro)
    6. Update Preferences
  15. Glossary
  16. Managing your Omni Licenses
  17. Getting Help
    1. The OmniPlan Website
    2. The Official Forums
    3. Email Support
    4. Release Notes
Return to All Documents
Printable Version
Next Chapter →
Mastodon
Facebook
Instagram
Slack
Forums

Products

  • OmniFocus
  • OmniGraffle
  • OmniOutliner
  • OmniPlan
  • -
  • Omni Labs
  • Downloads

Resources

  • Support
  • Blog
  • The Omni Show
  • Newsletter
  • Stenciltown
  • What’s new
  • Sitemap

Company

  • Your Privacy
  • About us
  • Mission
  • Press
  • Legal
  • Merch

© 1994–2024 The Omni Group; Apple, MacBook, the Apple logo, iPad, iPhone, Apple Watch, and App Store are trademarks of Apple Inc., registered in the U.S. and other countries and regions. Apple Vision Pro is a trademark of Apple Inc.