To get a feel of the 2-plan Desktop, it is highly recommended that you setup practice projects first. It may surprise you that doing some things in 2-plan Desktop will be different compared with the project management software that you are currently using. While we have taken efforts to make your transition into a different project management software with the least hassles, you will find design features like the team planning (top-down) approach unusual when you are used to creating 80% to 100% of the entire project plan by yourself.
Setup your Practice Project Plan
On starting the application for the first time, you will have an empty workspace. You will see the ‘Welcome Perspective’ by default. For starters, create your first practice project plan by clicking on the "Create" link.
Once you have created your first practice project plan, you'll need to setup the project elements. Since 2-plan Desktop defines task-based perspectives, you can use the Setup perspective to set up various project elements.
Aside from the Setup prespective, you can also use the Project Explorer for setting up your project elements and for doing various other operations. The Project Explorer is a hierarchical structure of workspace elements that you can see by default on the left hand side of your 2-plan Desktop. The Project Explorer is available as a view and is visible in most perspectives by default. In case you have removed it from a perspective, you can also access it through Window -> Open View -> Other -> Project Explorer.
Set the Active Project
Since you will likely work on more than 1 project in a workspace, the various views need to detect which project you are currently working on in order to display the data related to that project. You'll need to set one of your projects as the Active Project. This information is then used by the views to display the data. However, note that for editing an object using the Business Object Editor (BOEditor), you'll just need to select the object (irrespective of whether that object is part of an active project or not).
To set an Active Project in the Project Explorer:
- Right-click on the project that you want to set as the Active Project. The context menu will be displayed and it will have an option ‘Set Active Project’.
- Click/Choose ‘Set Active Project’ to set this project as the active project.
Just use the drop-down list below the top menu bar to choose the project that you want to set as an active project.
The current active project has a small overlay icon and a textual description in the Project Explorer.
Setup the Project Calendar
To set up the Project Calendar:
- Click on the Project Explorer tab (the Project Explorer view).
- Under Workspace, choose a project.
- Click ‘Project Calendar’ which is displayed as an element under the project. The Business Object Editor will display the project calendar on the right hand side. You will open the BOEditor when you double-click on one of the elements of the Project Explorer. There will be two options displayed for the properties of the Project Calendar– ‘Working hours per day’ and ‘Exceptions (Holidays, Overtime)’.
- To set the number of working hours for every working day in a week, Enter the value (in hours) for each day of the week.
- To set specific dates such as holidays/ overtime-days in the project schedule, Click ‘add’ or ‘remove’ to add/remove exceptions like holidays or overtime.
Setup Persons/Teams/Roles/Milestones/Work Packages
To add teams/roles/milestones/persons using Setup perspective:
- Set the project (for which you need to set up these objects) as the Active project.
- Go to the Setup perspective. If you have not previously made any changes to the Setup perspective, you will see the table views for Milestones, Roles, Teams and Persons as part of this perspective (if you have had changed this perspective, you can reset the perspective by right-clicking the perspective name/icon and choosing ‘reset’).
- To add the required objects (milestones/roles/teams/persons), go to the required table view (milestone/role/team/person) and click on the add button.
- Add the details for the added object using the required table view.
To add a work package:
- Click (choose) on a project in the Project Explorer view. The BOEditor will display the project's properties.
- Go to the WBS section of the project properties (in the Business Object Editor) and click add button to add a work package.
Note: You can also use the Work Breakdown Structure view or the Graphical WBS view to add work packages. This has been explained in the section on work breakdown structure.
To add teams/roles/milestones/work-packages using the Project Explorer:
- Go to the Project Explorer view.
- Under Workspace, choose the project for which you want to set up various elements/objects.
- Right-click on any object (teams/roles/milestones/WBS) to view the context menu. You will see these options: ‘Add Work package’, ‘Add Team’, ‘Add Role’ and ‘Add Milestone’.
You can use the ‘drop’ short-cut menu (just below the top menu & also indicated by a green ‘+’ sign when you start 2-plan Desktop in order to see these options for adding objects.
- Select one of the options to add work packages/ teams /roles /milestones.
- Set the properties of the desired object/element using the BOEditor.
To add Persons using the Project Explorer:
- Go to the Project Explorer view.
- Under Workspace, choose the project for which you want to add ‘Persons’.
- If it is a team-enabled project:
- Select a team in the Project Explorer to which you want to add persons.
- Right-click on the team to access the context menu.
- Select ‘Add Person’ to add a person to that team.
- If it is not a team-enabled project:
- Right-click on any element/object of the project to access the context menu.
- Select ‘Add Person’ to add a person to the project.
Change the Hierarchical Tree of Elements using Table Views
To move the element from one level to another:
- Go to the table view for the element type (workpackages/ teams/ milestones/ persons/ roles) for which you want to change the hierarchical structure.
- Select the element(s) whose position you want to change in tree structure.
- Click the Indent Left/Right Toolbar (the yellow arrows in the top menu bar) to move the selected elements one level up/ down respectively.
Delete a Project
To delete a project:
- Click ‘System’ menu item on the menu bar.
- Select ‘Delete Project’ to delete the project that you have selected in the Project Explorer for deletion.
- You will be prompted to confirm if you really want to delete the project.