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Plan views including the overall Plans view
Plan views including the overall Plans view

Understand the different views of a plan including the overall Plans view.

Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

Plan views

Under the Plans view (choose from the main menu Plans, Plans) or the Tasks tab in a project, you can display your plans in the following views:

  • Plan

  • List

  • Kanban

  • Timeline

  • Team

  • Conversations

  • Files

Plan view

The plan will display tasks as cards under their respective task list. This is the default view of a plan.

The plan will also display the following information:

  • Initials of the resource(s)
    If you have selected one resource, PSOhub will display the picture of this person (if uploaded). If you have selected multiple resources PSOhub will display an icon with a plus symbol to represent more than one resource.

  • Priority, colour coded as Red = High Medium = Orange and Low = Green.

  • Due date.

  • Check list tasks.

  • A flag if a milestone was set.

List view

This view will display in a list all of your tasks under their respective task list.

It will display the following information:

  • Name of the resource(s)

  • Priority

  • Start and Due date

  • Task effort

  • Used (booked) time on a task

  • A flag if it is a milestone task.

Here, you can also order and/or filter the tasks with the following parameters:

Kanban view

The Kanban view is a tool used to visually present a workflow, designed to help you bring clarity to your work process and improve efficiency by limiting work in progress.

PSOhub's Kanban view components consists of the following:

  • Kanban cards
    The visual representation of tasks. Each card contains information about the task and its status, such as a deadline, assignee, etc.

  • Kanban columns
    Each column on the board represents a different stage of your workflow (To do, Work in progress and Done.) In the Project's Plan and when a card's (task) has changed status from To do to In progress or Completed, you can click on the Kanban tab and move the card to the relevant Kanban lane within the workflow. This will provide you with the latest status on open tasks and possible delays.

Timeline (Gantt chart)

This view will display all your tasks under their respective task list in a Gantt chart based on the Start and Due dates.

Team view

The Team view lists the resources assigned to the plan, their role(s) and rates:

Conversations view

This view helps set clear expectations, facilitate decision-making, resolve conflicts, manage stakeholders, and improve team performance. By prioritising conversations, project managers can ensure that their projects run smoothly and achieve their desired outcomes.

Files view

This view displays any files attached to tasks as an aid to support the resources assigned to the task(s).

Overall Plans view

In order to see all your plans in one single screen, choose from the menu Plans and Plans.

You will find all your plans displayed:

Function

Description

Status

Statuses are a way to indicate the overall progress of a plan. They show you and your team how the plans are advancing and if there are any roadblocks in the overall progress.

Favorites

Plans marked as a favorite.

Export to Excel

Reports can be generated of your entire plans list or a filtered list.

View plans in a list

The default view for all plans. The columns in the plan list can be used for filtering and sorting.

View plans by stage

The plans are listed based on their stage. By default, Active and Closed stages are displayed. In the Project settings, additional stages can be created to further define plans.

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