Views and Perspectives

A View is a representation of specific project data in a pre-defined format. The views are used to display and modify various project-related data. Views are generally linked to types of project elements or project activities or actions. The screenshot below is a sample view.

Reminder View

 

Meanwhile, a Perspective is a pre-defined arrangement of views. There are several pre-defined perspectives that are available in your 2-plan Desktop. You can also create your own perspectives or change the available perspectives by including or excluding views according to your work at hand. You can also reset the basic perspectives to their original state or default settings. The screenshot below with red markings to emphasize the collection of views is a sample perspective.

Planning Perspective

 

Different Kinds of Views in 2-plan Desktop

2-plan Desktop Views are categorized in 3 folders:

  • General
  • Others
  • Table

Show View Dialog

 

General

The General category of views consists of the Business Object Editor view, Calendar view, Project Explorer view and Welcome view with short descriptions as follows:

Business Object Editor: The Business Object Editor is used to display or modify object properties.

Calendar: The Calendar is a small view to display the start and finish date of the object like a work package, project or iteration. The date picker for the finish date is only visible if there is a finish date available. Also the start date is only visible if the selected object has a start date.

Project Explorer:The Project Explorer helps you navigate project data. There are various labels that are used in the Project Explorer.

Welcome: The Welcome view displays the available project plan types and provides a means for creating a new project of the selected type.

Others

The Others category of views consists of the Gantt-Chart Table, Gantt Chart View, Graphical WBS, Reports and Resources view with quick descriptions as follows:

Gantt Chart Table: Gantt chart table is the presentation of the data in both variants (table and chart presentation).

Gantt Chart View: The presentation of data in the Gantt chart format.

Graphical WBS View: A graphical representation of the WBS as a tree with functions to create sub-work packages. Functions like collapse tree, expand tree, zoom in and zoom out can be directly performed in the Business Object Editor on the selected package in Graphical WBS.

Reports: This view displays all the available (installed) Reports. Each report is represented by a text and an icon.

Resource View: It displays the loading information for various teams, roles and persons. Using this view, you can easily identify if there are resources that are overloaded or underutilized and accordingly change their allocations.

Table

The Table category of views consists of the Effort (Controlling), Milestones, Persons, Roles, Teams, and Work breakdown structure views.

Effort (Controlling) View: This view is a controlling view for the effort as it helps check the status in terms of planned and actual effort. You can also set the state of work packages (planned, 25% complete, accepted, etc.).

Milestone, Persons, Roles and Teams View: These are simple tables to view and edit data related to milestones, persons, roles and teams that are associated with the project. These views are also part of the setup perspective and help in quickly setting up the project objects. This is 2-plan Desktop's main project control system.

Work Breakdown Structure: The WBS represents the entire work breakdown structure together with the effort, duration, start dates, finish dates, state and type of all the work packages for the project.

When using table views, you must set the project (whose elements you want to setup) as the Active Project.

 

Accessing Views

To access views:

  • Click ‘Window’ on the top menu bar
  • Select Open View-> Other. The list of available views, as categorized under the three above-mentioned heads, is shown.
  • Select (double-click) the view that you want to access.

OR

  • Click the TV icon (with mouse-over text as ‘Show views’) that is located just below the top menu bar.
  • Select (double-click) the view that you want to access.
You can also create fast views for any and all views and access the views easily at a single click.

 

Pre-defined Perspectives in 2-plan Desktop

2-plan has seven pre-defined perspectives that are available as basic perspectives in 2-plan. Each perspective has a specific purpose attached to it and helps in carrying out a certain set of activities. Let’s take a quick look at these perspectives and their objectives.

Welcome Perspective (default)

As the name suggests, it is the perspective that opens by default when you first start the 2-plan application. It includes just 2 views: Welcome view (which allows you to create a new project) and Project Explorer.

 

Welcome Perspective

Setup Perspective

This is the second perspective that you would typically use (to setup the project elements). For the purpose of setting up your project, this perspective includes table views (Milestones, persons, teams and roles) which allow you to easily enter information for these objects in order to setup the project. You also have the Business Object Editor and Project explorer as part of this perspective.

Setup Perspective

Work Breakdown Structure Perspective

This is the next logical perspective and you would typically use this once you have setup your project. The following views form this perspective: Work breakdown structure, Business Object Editor, Project Explorer and Graphical WBS.

project WBS perspective

Planning Perspective

In the Planning perspective, the focus is on the schedule. Correspondingly, the following views are visible: Work breakdown structure, Gantt chart view, Gantt chart table, business object editor, project explorer and calendar.

project planning perspective

Reporting Perspective

The reporting perspective shows only the Report View next to the Navigator.

project reporting perspective

Controlling Perspective

The controlling perspective currently contains 2 views: Effort (controlling) view and the project explorer. However, this perspective is expected to be further enhanced in the subsequent releases of 2-plan.

project control system perspective

Tip: If you open a view that is not part of the perspective you are using at that moment, that view becomes part of that perspective and you can see it when you next start the 2-plan Desktop. Similarly, if you close a view that is part of a perspective, you won’t see that view when you next start the 2-plan Desktop. However, you can reset the perspective to get the original set of views for that perspective.

 

Accessing Perspectives

To access perspectives:

  • Click ‘Window’ on the top menu bar
  • Select Open Perspective. You will see a list of perspectives (not the complete list...just few basic perspectives) and ‘Other’. The complete list of perspectives can be seen by clicking ‘Other’.
  • Select (double-click) the perspective that you want to access.

OR

  • Click the perspective icon (spatial arrangement of rectangles with a small, yellow-colored ‘+’ sign) that is located just below the project drop-down list in the top-left corner of the 2-plan Desktop user interface. You will see a list of perspectives (not the complete list but just a few basic perspectives) and ‘Other’. The complete list of perspectives can be seen by clicking ‘Other’.
  • Select (double-click) the perspective that you want to access.
2-plan will also store information about the spatial arrangement of views in a perspective. So, if you move the views around and close 2-plan, you would see the same spatial arrangement as you last left it before closing 2-plan.

 

Resetting a Perspective

As mentioned above, resetting a perspective means bringing it to its original/default state (i.e. the original set of views associated with that perspective is loaded).

To reset a perspective:

  • Open/load/access the perspective that you want to reset.
  • Right-click the name/icon of the perspective in order to see the context menu for that perspective. You will see an option to reset the perspective.
  • Click ‘Reset’ in order to reset the perspective.

 

Creating a New Perspective

To create a new perspective:

  • Open/load/access the perspective that you want to modify and save as your own perspective.
  • Open/Close the views that you want to be part of your Perspective.
  • Arrange the views as you wish.
  • Click ‘Window’ on the top menu bar. You will see an option ‘Save Perspective As’
  • Click the option ‘Save Perspective As’. A window will pop up with a text box to enter the name of the perspective.
  • Enter the name of the perspective and click ok. The new perspective is saved with the name specified by you. You can see this perspective in the list of perspectives.

 

Closing a Perspective

To close a perspective:

  • Right-click the name/icon of the perspective in order to see the context menu for that perspective. You will see an option to close the perspective.
  • Click ‘Close’ in order to close the perspective.

 

Fast View

A fast view is like a short-cut to quickly access a view at a single click. All the fast views are shown as icons on the left toolbar of the 2-plan application. You can define any view as a fast view and you can also have as many fast views as you want. There are no default/pre-defined fast views since fast views are meant to be strictly at your discretion. So, creating a fast view is as easy as accessing a fast view.

Fast View

 

Creating a Fast View

To create a fast view:

  • Right-click the name/icon of the view for which you want to define a fast view. The context menu is displayed and the top most option is ‘Fast view’.
  • Click ‘Fast view’ in order to create a fast view for that view. The fast view is created and displayed as an icon (same as the icon for the view for which you have created the fast view) in left tool bar.

 

Accessing a Fast View

To access a fast view:

Just click the icon for the view you want to access through fast view function (these fast views are seen in the left tool bar of your 2-plan Desktop). The view is loaded. And whenever you open another view, the fast view is invisible again.