Contents Introduction How This Documentation is Organized Features of OmniPlan 3 Introducing OmniPlan Pro How to Try Pro Using This Book Get the EPUB Tell Us What You Think Getting to Know OmniPlan The Toolbar The Overview Task View Resource View Calendar View Network View Styles View Inspectors The Touch Bar The Report Window (Pro) Dashboards (Pro) Working in OmniPlan: A Tutorial Step 1: Creating a Project Step 2: Choosing a Start or End Date Step 3: Creating Milestones Step 4: Creating Tasks Step 5: Editing the Work Week Step 6: Setting Schedule Exceptions Step 7: Setting Task Durations Step 8: Grouping Tasks Step 9: Connecting Tasks with Dependency Lines Step 10: Creating Resources Step 11: Assigning Resources Step 12: Setting Individual Schedule Exceptions Step 13: Leveling Resources Step 14: Setting the Baseline Step 15: Checking the Critical Path Step 16: Updating Task Completion Step 17: Moving Forward Maintaining your Project Resolving Violations The Violations Window Scheduling and Leveling Duration and Effort What Makes Duration and Effort Change Using Critical Paths Updating Task Completion Rescheduling Incomplete Tasks Gauging Progress with Baselines Using Simulations to Estimate Milestone Completion (Pro) Using AppleScript (Pro) Single User File Sync with OmniPresence Keeping your Data Private with OmniPresence How Synchronization Works Installing OmniPresence Starting OmniPresence and Connecting to Omni Sync Server OmniPresence Tips Collaboration and Multi-Project Review (Pro) Collaborating with Multiple Contributors Creating a Sync Account Publishing, Subscribing, and Change Tracking Balancing Resource Loads Across Projects Managing Server Repositories Cleaning Up Stale Usage Using Dashboards to Review Multiple Projects Simultaneously Sharing Resources Between Projects Printing Dashboards Working in Task View Creating and Deleting Items Connecting Tasks with Dependencies Types of Dependencies Showing Scheduling Influences Creating Hammock Tasks Splitting Tasks Grouping Tasks Characteristics of Task Groups Visual Planning in the Gantt Chart Changing the Chart’s Scale Changing the Duration of a Task Adjusting Task Completion Drawing Dependency Lines Drawing Constraints on Tasks Locking Start or End Dates Coloring Off Hours View Options in Task View Earned Value Analysis (Pro) Filtering the Task Outline Working in Resource View Resource Types Staff Equipment Material Group Creating and Deleting Resources Assinging Resources to Tasks Assigning Groups Characteristics of Resource Groups Tracking Assignments with the Timeline Setting Resource Attributes View Options in Resource View Working in Calendar View Setting Up Working Hours for a Project Setting Up Working Hours for a Resource Editing Exceptions View Options in Calendar View Working in Network View Charting Tasks and Dependencies Customizing Node Metadata Working in Styles View Changing Project Font and Colors Changing the Appearance of the Gantt Chart Changing Document Styles Creating and Using Named Styles Using the Inspectors The Project Inspector Editing Project Information Choosing Time and Currency Formats Setting Effort Unit Conversions The Milestones Inspector The Task Inspector Editing Task Information Estimating Task Effort (Pro) Scheduling Tasks Describing Task Dependencies Editing Resource Assignments Choosing How Resources are Allocated The Resource Inspector Editing Resource Information Reviewing Resource Assignments The Styles Inspector Applying Item Styles Reviewing Style Attributes The Custom Data Inspector The Attachments Inspector Importing and Exporting Importing from Other Formats Exporting to Other Formats Microsoft Project Support (Pro) Quirks in Microsoft Project Import and Export Reporting and Printing Printing in OmniPlan Customizing Headers and Footers Using the Report Window (Pro) Customizing Reporting Templates (Pro) Custom Template Tokens OmniPlan Preferences General Preferences Display Preferences Templates Preferences HTML Preferences (Pro) Accounts Preferences (Pro) Update Preferences Menu Commands and Keyboard Shortcuts The OmniPlan Menu The File Menu The Edit Menu The Format Menu The View Menu The Project Menu The Structure Menu The Inspectors Menu The Window Menu The Help Menu Glossary Managing your Omni Licenses Getting Help The OmniPlan Website The Official Forums Email Support Release Notes