At this point, you should have created and set-up a basic project plan at a high level. In order to move forward and understand the various functionalities of your 2-plan Desktop, you'll need to first understand the work area. The work area presents the various aspects of your 2-plan Desktop that you will be using very frequently in order to perform your project management work by categories such as project planning, scheduling and tracking, project control and monitoring, among others.
So, let’s get going...
Your workspace is the logical space where all the data related to your projects, preferences and templates is stored. You could have several workspaces each containing many projects, templates, and a different set of workspace preferences.
2-plan Desktop stores the files related to a workspace in a separate directory. It also has a provision for cloning a workspace or changing the workspace directory whenever you wish.
Clone a Workspace
You can create a copy of your current workspace by using the cloning feature as follows:
- Click ‘System’ in the top menu bar.
- Choose/click ‘Copy workspace’.
- Select or create a new directory in the local file system in order to create the target/new workspace directory for the clone. When the clone is created, you can later on use the import function to load the clone in your 2-plan Desktop.
Change a Workspace Directory
To switch between different workspaces, you must change the workspace directory through the following steps:
- Click ‘System’ in the top menu bar.
- Choose/click ‘Change Workspace Directory’.
- Browse and specify the new workspace root path in order to change the workspace directory.
The workspace state is saved everytime you close your 2-plan Desktop. If you have had a particular view/perspective open when you last closed your 2-plan Desktop, you will see the same state when you start the 2-plan Desktop again.
Move Objects within a Workspace
To move objects within a workspace, just drag and drop objects from their current place to the new/desired place. This drag-and-drop function is available for all types of objects in your 2-plan Desktop.
The Project Explorer is a tree-view structure that helps you navigate the project and its various elements. The first level has 2 elements – Workspace and Templates. The second level within the workspace has projects. Subsequent levels consist of your project components. Similarly, the second level within the templates has the high-level classifications of templates such as projects, work packages, teams and persons. The next levels consist of the templates.
You will be using the Project Explorer most of the time when working with your 2-plan Desktop. The Project Explorer is one of the several views that are available in your 2-plan Desktop.
Access the Project Explorer
While the Project Explorer is part of most perspectives in your 2-plan Desktop, it is quite possible that you might have closed or removed the Project Explorer from a perspective by mistake or purposefully; or you might want to include the Project Explorer in one of the perspectives in which it is not present; or you might just want to access the Project Explorer anyhow.
To access Project Explorer:
- Click ‘Window’ in the top menu.
- Click ‘Open View’ from the displayed drop-down menu.
- Click ‘Other...’ The list of views is displayed with a search option for searching for views.
- You can enter ‘Project Explorer’ (full or partial name) in the search box to quickly reach the Project Explorer view.
If you don’t have a huge list of views, you can simply find the Project Explorer view under the view category ‘General’. Select ‘Project Explorer’ to open it.
Navigate using the Project Explorer
To traverse through the various nodes of the tree structure of the Project Explorer:
Click on the small triangular icon that precedes each node/element in the tree structure shown in Project Explorer. The child nodes for that particular node will be displayed. You can keep on clicking the triangular icon for each node and hence collapse the entire tree structure. Similarly, you can collapse the nodes by clicking on the parent nodes.
Business Object Editor
The Business Object Editor or BOEditor is also something that you will be using most of the time. As the name suggests, it is the editor for specifying or modifying the properties of the various project objects in your workspace. The BOEditor's appearance always depends on the selected object. Its content changes according to what the user has selected in the Project Explorer. Since the BOEditor is one of the views available in your 2-plan Desktop, you can freely move or arrange the BOEditor anywhere in the active window or perspective.
Access the Business Object Editor
The BOEditor is available as part of all perspectives. However, if you have closed it for some reason or another, you can still open it by simply double-clicking on any object in the Project Explorer or by using the menu "Open View".
- Click ‘Window’ on the top menu bar.
- Select Open View-> Other.
- Select ‘Business Object Editor’ under the General category of views. You can now access the BOEditor.