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Deliverables in pla...
 
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Deliverables in planning view

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(@ade)
Posts: 45
Active Member
Topic starter
 
[#5421]

Hi,

I try to have a view that looks like planning view and which includes deliverables milestones.

:blink: I try to use fixed milestone object. They are displayed in planning view, that's great
but, each time you want to update the milestone,
+ you have to setup date
+ save, go in planning view - if you are not in the right view
+ and then calculate planning

=> I known that this point is acceptable for a planner but for team members looks like complicated to explain.:S

🙁 I try to use deliverable object but they are not displayed in planning view.

What do you think about this point ?

Solution proposed .. to share on this topic
=> Add a button in milestone object view to reschedule planning ?
=> Add object in planning view ?
=> other options ?

Thx


 
Posted : 13 Sep 2018 23H38
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

+ you have to setup date
+ save, go in planning view - if you are not in the right view
+ and then calculate planning

Difficult to do more simple, except change milstone date directly in planning view (it is possible)

=> I known that this point is acceptable for a planner but for team members looks like complicated to explain

I thing it's a bad use case to have team member plan the project.
On the project leader should plan the project.

I try to use deliverable object but they are not displayed in planning view.

THEY CAN BE :woohoo:
It is the purpose on Global Planning view, introduced by V7.2

=> Add a button in milestone object view to reschedule planning ?

And why not in Activity ? in Test Session ? in Meeting ?
In my opinion, planning possibility calculation should only be triggered from planiing view.

=> Add object in planning view ?

It exists : it is the global planning view

NB : what you can do in your case is use the Automatic planning feature.
For instance, you plan a differentiazl planning calculation every hour.
Team member just updates milstones and doesn't bother any more, in the next hour the planning will automatically be recelculated.


 
Posted : 14 Sep 2018 10H52
(@ade)
Posts: 45
Active Member
Topic starter
 

:woohoo: :woohoo: :woohoo: :woohoo:

Very good feature ""Global Planning view, introduced by V7.2"

I love it, looks great - many new interesting features in v7.2 that helps

I try online demo and "Deliverables" are not in the selection list.

Is it configurable some how ?


 
Posted : 16 Sep 2018 23H20
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

I try online demo and "Deliverables" are not in the selection list.

I guess you connected as "member"
"Member" has no access right to Deliverable, so won't see them in Global planning.


 
Posted : 17 Sep 2018 16H06
(@ade)
Posts: 45
Active Member
Topic starter
 

I'm connecting as manager and available list is

  1. Action
  2. Decision
  3. Delivery
  4. Issues
  5. Opportunity
  6. Question
  7. Risk
  8. Ticket

 
Posted : 17 Sep 2018 22H35
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

Well, in fact Deliverables cannot be displayed on Global Planning.
But delivery can (and deliverable should be included in a delivery)


 
Posted : 18 Sep 2018 1H54
(@ade)
Posts: 45
Active Member
Topic starter
 

Hi

Ok for the precision - i understand your view

In fact, that is good idea to handle Delivery

Thx


 
Posted : 18 Sep 2018 22H23
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