User`s manual - Tom`s Planner
Contents
1. Startup When Firefox starts Show my home page kas Home Page http start3 mozilla com firefox client fi aaa mozilla Downloads Show the Downloads window when downloading a file Close it when all downloads are finished Savefilesto E Downloads Ki ask me where to save files Add ons Change options for your add ons 30 step 3 Finally switch to the Applications tab and search for the text document item in the list When there is a text document item mark this item by selecting the save file option in the select box Options U 5 amp Main Tabs Content PRE Privacy Security Advanced ees SS Content Type Action g irc H Always ask amp ircs H Always ask mailto Use default Podcast 3 Preview in Firefox Text Document Video Podcast H Preview in Firefox Web Feed 2 Preview in Firefox amp webcal H Always ask Windows Markup File i Use Windows Presentation Foundatio XAML Browser Application fm Use Windows Presentation Foundatio When there is no text document item just try to save a Tom s Planner file and check the option do this automatically for files like this from now on in the save dialogue You have chosen to open blank txt which isa Text Document from http localhost What should Firefox do with this file Save File 31 Appendix B Settings for saving local schedules in Firefox on the Mac ste2. Status 01 04 05 06 07 og 11 1 Resourc asin Name insert new column Name remove column Name nn ESERE Paul Jones move column to left i ne i Tom Smith i x Tomni move column to right Settings a Name 3 hide column Timeline Extend Tom s Planner a i insertspecialcolumn gt We have kept Tom s PI impl ible To fit is e nave kept loms Fianner as simple as possibile 10 fit your Tom Smith Legend own requirements you can turn on off the more advanced parts i Tom Smith indentsubgroug duration amp totals of Tom s Planner in this section tk ae Plug ins rics Name Mm stan amp end date M Reference date line a Lars Richards https do om M Show total duration in group headers Jack Jack B symbol Special columns ee expandicollapse all groups button in toolbar a5 Paul Jones eee traffic lights these settings apply to all schedules you open Lars Richards a nies aa autonumbering Name iv BE Salam Yousef John Daniels ee ee ee ee ee ee es ee es ee ee right click the column header to turn turn on special columns through the plugin settings insert specific special columns of your schedule Text column When you start with a new schedule it contains three text columns These columns can be renamed and used in whatever way you like For example in this image below the first column is named project stage and is used to describe the nature of the
3. Powered Date 06 02 2014 ere Comments This is a dummy schedule You Inter x Milestone bes j t ms can experiment with it as much as you want In the top title bar of the chart a summary of the active filter will be visible filter next 30 days hi gt a tt a UO gt When you make changes to the chart for instance change the color of a period you will always be able to see the changes you made even if they don t comply with the filter To reapply a filter click on the reapply button in the filter panel or on the refresh icon in the filter Summary in the title bar of the tool 13 filter next 30 days eA i You can also filter by right clicking on elements in your legend Il Pha E insert new period Gue remove period Hi hide legend h only show M Looking for something specific in your schedule Just enter a text fragment like for instance the last name of a resource in the filter panel and only the related items in the chart will be shown 14 6 Blue timeline To change the layout and settings of the timeline right click the timeline and choose the change timeline option in the menu or click the schedule settings button in the button bar In the timeline setting dialogue you can choose the following Visible elements in the timeline Depending on the schedule type you can turn the different elements in the timeline on or off At least o
4. te m spianner User s manual 1 Introduction 2 Installation amp Requirements 3 Your Tom s Planner account amp login 4 Open amp Save 5 Grid Rows and groups Columns Periods Symbols Comments Dependencies Filter and search 6 Blue timeline 7 Legend 8 Logo 9 Plugins Reference date line Total duration in group headers Special columns Expand Collapse all groups button 10 Import amp Export Import MS Project Import Excel or any other spreadsheet application Import tables from Word documents or Internet Pages Import CSV files Import Export JSON Export to MS Project Export to Excel and CSV Export to PDF and Image file 11 Sharing and collaboration 12 Include in presentations or reports 13 Printing 14 Ipad amp Iphone 15 Frequently Asked Question FAQ Appendix A Settings for saving schedules locally in Firefox on the PC Appendix B Settings for saving local schedules in Firefox on the Mac Na OA fh Hh UU U 10 10 11 11 12 15 16 17 18 18 19 19 19 19 19 20 21 21 21 22 22 22 23 25 26 26 29 30 32 Appendix C Trouble shooting 34 1 Introduction Tom s Planner enables you to create and share project schedules Gantt Charts Tom s Planner can be used to schedule projects events and manage assets or resources 2 Installation amp Requirements Tom s Planner is an online application and works in your browser Just open a browser like In
5. create invitation Here you enter the name of the person you want to invite select the rights you want to apply can edit or can view and then click create invitation A new window will open with a link Copy the link to an email window and send the invite through email This link is personal and ensures you that you are the only one who is able to invite others and have control over who is able to edit and view the schedule 23 If you want to adjust the rights you have given to someone you can do so in the settings of the schedule by checking the select box behind the team members name If you select none that person is no longer able to view and or edit the project In the top of the settings window in My schedules you can also see who has last modified the project Publish If you want to publish your schedule online and share it with more people than just your team members click the publish your schedule link on the right hand side of the my schedules window My schedules online schedules local schedules name slastchange access MOE ee example SCsC 9 11 13 11 09 isowner me change last modified by me introduction amp manual 09 11 13 11 12 is owner bookmark https www tomsplanner com t n doc HcLRKsQyuHeqOXnNLWCC Click here to invite others to collaborate on this schedule For others to accept an invitation a free Personal account will suffice publish Click he
6. 12 13 14 15 18 19 20 21 22 25 26 27 28 select all the following periods and F by simply dragging the mouse over them Se i 31 01 04 05 06 07 08 11 12 13 14 15 18 19 20 21 22 25 26 27 move the selected items two days to the right with drag amp drop This way of working with dependencies keeps the interface easy to use saves time when setting up a schedule and when updating a schedule it will keep you actively involved in all the consequences of your changes Filter and search You can filter your schedule on texts symbol types date ranges and period colors You can 12 Start filtering your Gantt chart by clicking on the filter search button in the top toolbar DTD Y Qa i filter search A window will open allowing you to enter texts and click on period colors symbols and date ranges The chart will be filtered on these selections For example if you only click on the green and blue periods only rows with a green or blue activity will be shown filter oN tS Z log out my account AK demo tomsplanner com ES SS SS ER EE ee Ae eae Filter x Project stages Status 01 04 05 06 07 08 11 12 13 14 15 18 19 20 21 type here to filter First scan organ Problem definiti Ok Brainstorm Late Concept descrip Sketching https d Feedback tomorrow last 7 days next 7 days last 30 days Projectname Showcase Tom splanner next 30 days
7. and it will automatically be opened in Tom s Planner as a new schedule 19 Import Excel or any other spreadsheet application Importing Excel data is a simple three step process Step 1 Copy the contents of your excel document into Tom s Planner Proposal Proposal PaulJones Ok 30 6 11 0 00 2 7 11 0 00 Market scan Interview foc Paul Jones Ok 2 7 11 0 00 4 7 11 0 00 Definition stage First scan Or Paul Jones T Ok 4 7 11 0 00 12 7 11 0 00 Report Tom Smith Ok 4 7 11 0 00 12 7 11 0 00 Problem defiTom Smith Ok ta Ve Cut af X Paste V Paste Special V Look Up gt Tranclata copy the contents of cells in Excel Import data step 1 Enter your data here Undo Redo Cut Copy Paste Paste and Match Style Delete paste the contents of excel cells into Tom s Planner Step 2 After you have pasted the data into Tom s Planner you will be asked if you want to create a new schedule with the imported data or if you would like to add it as a new group to your existing schedule Step 3 In the third step you can match the different columns in your spreadsheet with the columns in your Tom s Planner schedule Tom s Planner will make a best but do review these settings new column newcolumn start date gt end date LOST art gate H 6 cate Sketching Lars Richards 22 07 14 09 00 00 28 08 14 13 00 00 Photography Jack Jackson 23 07 14 17 00 00 05 09 14 17 00 00 Feedback Paul Jones 2
8. of the account and when the account is about to expire the new user will be promted to make a first payment and enter their payment information How can I transfer schedules to another account If for instance someone else becomes the project manager of one of your projects you can transfer your schedule to the Tom s Planner account of the new project manager To do this just click on the my schedules button in the toolbar and select the schedule Then click on the change link in the owner section and follow the instructions ess name demo last modified 09 11 13 11 18 er owner me change last modified by me ver er 29 Appendix A Settings for saving schedules locally in Firefox on the PC step 1 First open the Firefox settings panel File Edit View History Bookmarks Help 7 gt A Web Search a Most Visited __ Getting Started a i g Project planning software to cre Ctrl K Downloads Ctri J Add ons Firebug Ctrl Shift J t m S Error Console Page Info Start Private Browsing Ctrl Shift P Clear Recent History Ctrl Shift Del Ra e amp amp cg Project stag Resources Definition _ Mame Concept Name Design Mame In progress Sketching Lars Richards in progress step 2 Then make sure you are on the Main tab and check the option Always ask me where to save files a nmn Main Tabs Content pes ales Privacy Security Advanced
9. small red triangle will appear in the right top corner of the period Hover you mouse over the period or clicking this red triangle will open the comment E E E EE EEE E 18 19 20 21 22 25 26 27 28 29 01 02 03 04 05 08 09 10 11 12 15 16 To remove a comment from a period right click the period and choose remove comment from the menu that appears You can t print comments yet SS T period with a comment Dependencies Activities can be dependent on each other An example activity B starts when activity A is finished If activity A takes longer activity B will start later Tom s Planner does not have an option to add automatically updating dependencies to your schedule as you might know this from the often overly complex mainstream project management applications However in Tom s Planner you can manually set temporary dependencies This is done by selecting multiple periods and symbols at once You can do this by keeping the shift key pressed when you click on various periods and symbols or by dragging your mouse over the grid After selecting multiple periods and or symbols they are temporarily linked and you can drag them all at once to a different position A typical update of your schedule would look like this 11 See en S 12 13 14 15 18 19 20 21 22 25 26 27 28 the first blue task takes two more days so we extend the period by dragging it s right border to the right 01 04 05 06 07 08 1
10. the way dates and times are displayed Click on the my account link in the right top corner of the tool At the bottom of the window that opens you can change the date and time settings ry COL retype password tT i l i Which looks right 13 00 1 00 PM l 31 01 2007 01 31 2007 tt cancel account P Uh e How can I plan weeks months hours minutes instead of days Change the timeline type Just right click the blue timeline and choose the timeline settings in the menu that will appear Also see the chapter about the blue timeline in this manual How can I change the font size You can t yet We are sorry We are aware that the used font size is fairly small It has been a choice between making the schedules as compact as possible to enable the best overview of your project and usability We do get questions on how to increase the font size on regular basis So we are aware of the problem It s on the To Do list to enable the setting of the font size We found that the text is significantly better readable on Apple s macs and laptops How can I transfer my account to someone else You can change the email address that is being used to login yourself Just click on the my account link in the right top corner of the tool after you have logged in and change the email address To change the payment information please send an email to tom tomsplanner com We will stop the autorenewal
11. 5 07 14 09 00 00 02 09 14 13 00 00 Final design Lars Richards 01 09 14 09 00 00 03 09 14 17 00 00 a use top row as headers more information on date formats make sure that every column will be imported correctly 20 Import tables from Word documents or Internet Pages This works in exactly the same way as importing data from Excel see previous page The only difference is that you copy the data from for instance a Word document and not from an Excel spreadsheet Activity Resource duration Brainstorm Lucy April and John 2 Paste Cells V Merge Cells Minte bta Peaseee Farnam copy the contents of a table in Word Results might vary from table to table and depends on the way the tables are formatted by the author If you run into any problems be sure to contact us at tom tomsplanner com Import CSV files Importing CSV files is the same as importing Excel files However you will be able to upload your CSV file directly instead of having to copy paste the file contents into the tool Import Export JSON JSON is the format in which the schedules are stored in the database These files contain all the possible information in your schedule You can use these files best if you want to make a back up or when you are a developer and want to integrate Tom s Planner with other applications More information on the JSON structure can be found here https tomsplanner com documentation export import json pdf 21 E
12. TITTLE T add a label or change the color of a period If you want to move more than one period at a time you can select multiple periods at once by holding the shift key down and clicking the individual periods in the grid You can also select multiple periods by dragging your mouse over the grid If you keep the ctrl key down on your keyboard when you start dragging a period or symbol to another location in the grid the tool will automatically make a copy of the period you were trying to drag and drag the new period to the new location Symbols Symbols can be used to mark certain points in time like a milestone in a project You can choose from a wide variety of symbols To insert them right click the grid and choose the option insert new symbol If you already have symbols listed in your legend you can drag amp drop them directly into your schedule You can move symbols around the grid by drag and dropping them with your mouse If you keep the ctrl key down on your keyboard when you start dragging a symbol or period to another location in the grid the tool will automatically make a copy of the symbol you were trying to drag and move that new symbol to the desired location 10 Comments You can add comments to periods and symbols Just right click a period and choose insert new comment in the menu P lt lt L copy periac 3l remove period H 2 After you have inserted a new comment a
13. Time Plug in 7 6 2 in Firef You have chosen to open blank txt which is a ASCII Text from http 10 211 55 5 What should Firefox do with this file O Open with Save File Nee this automatically for files like this from now on When there is no text document item just try to save a Tom s Planner file and check the option do this automatically for files like this from now on in the save dialogue 33 Appendix C Trouble shooting 1 The timeline doesn t align with the grid in the chart area When your timeline and chart area don t align you are probably zoomed in or out in the browser It will look like this 16 29 30 31 01 02 05 kal a To go back to the normal view in Firefox click ctrl amp 0 or go to view in the browser menu then click zoom and choose reset In Internet Explore just click ctrl amp or ctrl amp depending on if you are zoomed in our out This should solve your problem 2 In Firefox the timeline isn t displayed correctly If your timeline isn t displayed correctly this probably has to do with the font size of the browser NANT NQ 14 19 12 1A 1612810 ON z You can adjust this by choosing tools in the menu of the browser than choose options In the popup menu go to content and select under Fonts amp Colors advanced options Here you have to adjust the minimum font size to none Be Sans serif Minimum font si
14. activity the second column is named recources and is used to indicate who is doing the activity and the third and final column is named completion and is used to indicate whether an activity is finished or not Project stages Resources Status 01 04 05 0 Martket scan First scan organi Paul Jones To Rannrt Tam Smith CW The label of each column can be edited Just left click on it You can also move columns to the left or right and hide them through the richtclick menu of each column Start amp End date column The start date column shows the start date of the first period or symbol in the row The end date column shows the start date of the first period or symbol in the row You can change the start or end date by just clicking on the date itself 6 1 2 3 4 5 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Late In progre Duration column The duration column shows the duration of the planned periods in the row itself on the left side and the total duration of a group on the right side You can adjust the duration per row by clicking on the left part of this column but you can t change the totals on the right side These are calculated by the tool POOO aT Status Days Total 01 04 05 06 07 08 11 12 Eri duration column Symbol The symbols column allows you to have a column where you can set a symbol on every row When you add a symbol to the column it
15. also enable you to cancel upgrade and downgrade your account 4 Open amp Save You can save your schedule offline in a text file on your own computer or you can save your schedule online on one of our servers in the cloud When you choose to save your schedule online it will be saved on our servers in the same way as for example your email is saved on the Hotmail or Gmail servers You can access your schedules from any computer anywhere and anytime Saving your schedule locally means that you save it on your own computer or network as you would with for example a Word or Excel file Tip The browser Firefox tends to download files to your default download folder This is not ideal since each project probably will have its own folder on your computer If you want to determine where on your hard disk your schedules will be saved you will have to adjust two settings in your browser This is relatively easy and explained step by step in appendix A and B of this manual Saving online enables you to collaborate with others on the schedule share it online and access it from any computer with an internet connection You ll have all your schedules in one place and auto save will make sure you ll never lose your work If your schedule contains confidential information and you don t feel comfortable storing it on our servers storing your schedules offline is the best and safest option for you The situation might occur that you want to save
16. completed Date 06 02 2014 xs Client side This is a dummy schedule Intern You can experiment with it as much as you want Comments Projectname m splanner na Meeting team Date 06 insert new project data fier gt Report Comments Sad n management remove project data ae raft repo Ca hide legend insert and remove project data in a legend You can rearrange the order of the elements in the legend with drag amp drop You can also drag elements from the legend into your schedule h In nrooare Projectname Showcase Phise completed Meeting team Date 06 02 20 MH Client side Report Comments This is a dummy sche Intern management 16 8 Logo You can add your own logo to your schedule Just click the schedule settings button in the button bar and click the legend tab in the window that appears All previously uploaded logos will appear in the logo list This enables you to reuse the uploaded logos for other schedules You can remove a logo from the list by right clicking the logo in the list and choosing remove logo from list option in the menu that appears A logo file can have a maximum file size of 50 kb a maximum width of 185 pixels and its file type should be jpg gif png or bmp If your logo is not visible in the legend please check the checkbox show logo in legend M Show Legend M Show Logo in legend Upload new logo Choose File No file chosen max fi
17. e and stick it up the wall 13 Printing To get a printer friendly version of your schedule click the print schedule button in the toolbar A print dialogue will appear in your screen that allows you to adjust the print settings of your schedule t am s I Print Print method Page format PDF sharpest a4 4 Date range Color settings complete schedule full color __ part of schedule printer friendly Number of pages Page orientation printon 1 page zoom to fit C portrait printon multiple pages _Jlandscape You can select which print method you prefer PDF or through an image file Click the print button and a new browser window will open which will load a PDF file containing the printer friendly version of your schedule Loading of this PDF file might take a while but should not take longer than 60 seconds To open the PDF file you will need Adobe s PDF reader which you can download here for free 14 Ipad amp Iphone Tom s Planner is compatible with the iPhone and iPad There is no need to download a app Just open Safari on your device and go to www tomsplanner com and you are good to go There are some small differences between the PC version and iPhone iPad version though 26 1 To access the menus you now need to do a long click instead of a right click For instance if you want to change the color of a period just press with your finger on the screen fo
18. en button at the bottom of the window If you want to remove an online schedule click on the my schedules button in the tool bar select the project and click on the delete button Be sure to save this project offline first If you want to open a local schedule click the tab local schedules Here you can upload schedules from your computer To change the name of an online saved schedule you have two options you can change the name in the settings menu on the right side of the window or choose a different name when saving the schedule On the right top corner of the my schedules window detailed information is displayed about the selected schedule You can see who the owner is when it was last modified and who modified it You can also add notes or details to the schedule file You can save your schedule at any time by just entering ctrl s on a PC or cmd s on a Mac on your keyboard If you are working with big schedules and the tool becomes slow or a bit unresponsive try to switch to the most recent version of the Firefox browser Our experience is that Firefox delivers the best experience With really big schedules the difference is clearly notable 5 Grid Rows and groups The horizontal rows in Tom s Planner are called activities but they could also signify resources or assets in your schedule You can organize your activities in several groups Inside these groups you can indent rows to create sub groups You can inser
19. files online that you have stored locally or the other way around In that case you open the locally or online saved file in Tom s Planner and click the save button in this window you can select to save the schedule online or offline ee P Schedule name schedule name ooon o save online save offline more info All projects that are saved online will automatically be auto saved when you are working on them Every minute the last changes will be saved Auto save doesn t work with projects that are stored locally When you want to open a schedule click on the my schedule button in the toolbar The My schedules window will open My schedules online schedules local schedules name last change access administration last modified 25 09 13 11 28 administration 25 09 13 11 28 is owner me change last modified by me documentation 25 09 13 11 28 is owner n marketing 25 09 13 11 28 is owner website 25 09 13 11 26 is owner bookmark https www tomsplanner com t n doc IBKExtcEgDbjoVPohLPn Click here to invite others to collaborate on this schedule For others to accept an invitation a free Personal account will suffice Click here to publish your schedule so others can view it online at www tomsplanner com public a name you choose see EOS EZI Your online schedules will be listed on the left side You can select one by double clicking or selecting and then clicking the op
20. g the Import amp Export button in the toolbar choosing the Image file option and including the image directly into your report or presentation You can also send this image by email to others amp Import Microsoft Project Open mpp files directly with Tom s Planner Excel Copy amp Paste cells from Excel Numbers or any other spreadsheet application into Tom s Planner Tables in Word or Web Pages lf the author has formatted the tables correctly you can copy amp paste almost any table into Tom s Planner CSV Import CSV files from other applications into Tom s Planner Google Calendar iCal JSON Use json files for local backups or if you are a developer and want to build upon Tom s Planner more info Gantto Open gxmi files created with the Gantto application directly with Tom s Planner more info amp Export Microsoft Project Results in an xml file which can be imported into Microsoft project 2003 and the more recent versions Excel File can be opened with Excel and most other modern spreadsheet applications more info CSV Export your data to CSV to be able to import it in other applications more info JSON Use json files for local backups or if you are a developer and want to built upon Tom s Planner more info Image Include your schedule in reports presentations and web pages or email it to others PDF This is the best option if you want to print your schedul
21. h a pattern where you have activities and milestones planned in that particualr group 27 30 01 02 03 04 07 08 27 30 01 02 03 04 07 08 Special columns A new schedule always contains three standard text columns on the left side of the grid By turning on the special columns plugin you get access to a number of other types of columns You can add them through the plugin settings panel or by right clicking one of the columns and choosing the insert column option in the menu that appears For now there are three additional column types start date end date and duration In the chapter about the grid in this manual you can find more information on each column type Expand Collapse all groups button This plugin adds an extra button to your toolbar that allows you to expand or collapse all the groups at once e Ags val 4 _ h A ki day he expand all groups 10 Import amp Export You can import Excel MS Project CSV comma delimited and JSON files or you can copy and paste tables from for instance Word documents or webpages into Tom s Planner You can export your schedule to MS Project CSV JSON Excel PDF or an image file To import or export files just click the Import amp Export button on the toolbar 4 ok 0 e n aay import amp export Import MS Project If you choose to import a MS Project file you will be asked to upload a Microsoft Project file the file with the mpp extension
22. le size 150 kb max width 185 pixels file types jog gf png and bmp Recently used logos 17 9 Plugins If Tom s Planner is to basic and you are in need of some advanced features Have a look at the plugin section Just click on the settings amp plugins button in the top toolbar and select the plugin tab in the window that appears Settings Timeline ae We have kept Tom s Planner as simple as possible To fit your Lege own requirements you can turn on off the more advanced parts of Tom s Planner in this section Plug ins 9 M Reference date line M Show total duration in group headers M Special columns Ti expand collapse all groups button in toolbar these settings apply to all schedules you open You can add or remove advanced features yourself For now the number of plugins is limited but we are working on extending them Reference date line The reference date line is a black vertical line in your schedule that can represent whatever you like A deadline in your project your current progress or some special date You can drag the date line to the left or to the right with your mouse 29 30 31 01 04 05 0607 08 11 12 13 14 15 18 Oe et SSS PAL AALS aa To turn the reference date on or off just click on the settings amp plugins button in the top toolbar and select the plugins tab 18 Total duration in group headers If you collapse a group this plugin shows you wit
23. ne element must be visible Working hours When you have an hour or 15 10 5 minutes schedule you can set the hours of a day It is not possible to define two periods per day for instance when a workday is split in two by a break or intermission Days in a week You can also include or exclude week days You can choose to shade these days or to not display them at all In the standard schedule Saturday and Sunday are turned off Settings Timeline Plug ins Timeline visible elements in timeline M year M month week M date days hour minutes M highlight today s date weekend days a a L a Mon Tue Wed Thu Fri Sat Sun hide weekend days shade weekend days working hours Start of the day 09 00 AM end of the day 17 00 PM time format 24hourclock 12 hour clock apply changes 15 7 Legend You can turn the legend on or off in the schedules settings which can be accessed through the toolbar When you add periods or symbols to your schedule they will automatically be added to the legend You can assign your own label to each color or symbol You can also add or remove colors and symbols by right clicking the legend as follows Projectname Showcase Tom splanner Was d Meeting team Date 06 02 2014 Comments This is a dummy schedule You can experiment with it as aft report much as you want anagement Projectname Showcase Tom splanner Phase
24. p 1 First open the Firefox settings panel Firefox il d jew About Mozilla Firefox Preferences Services Hide Firefox Hide Others Show All Quit Firefox step 2 Then make sure you are on the Main tab and check the option Always ask me where to save files Startup When Firefox starts Show my home page EB http en US start2 mozilla com firefox client firefox a amp rls org mozill Use Current Page Use Bookmark Restore to Default Home Page Downloads M Show the Downloads window when downloading a file Close it when all downloads are finished O Save files to Desktop Choose aui ask me where to save files Add ons Change preferences for your add ons Manage Add ons 32 step 3 Switch to the Applications tab and search for the text document item in the list When there is a text document item mark this item by selecting the save file option in the select box 2 Always ask MIDI file Use QuickTime Plug in 7 6 2 in Firef mailto A Use Thunderbird default JSON file 2 Always ask JPEG Picture 2 Always ask JFax TIFF Use QuickTime Plug in 7 6 2 in Firef itms 2 Always ask FLIC Animation Use QuickTime Plug in 7 6 2 in Firef Excel Spreadsheet 2 Always ask a DMG file 2 Always ask Comma Separated Vars 2 Always ask AVI Use QuickTime Plug in 7 6 2 in Firef ASCII Text a AIFF Sound Use Quick
25. r at least one second at the location of the period and a context menu will appear 2 On the iPad amp iPhone you can zoom in and out using the pinch gesture or by double tapping the screen Pinch to zoom in and out 3 You can t upload files on an iPad or iPhone so importing ms project and csv files will not work 4 Be sure to be totally zoomed out when you are trying to drag select multiple elements in your schedule otherwise your swipe gestures will scroll the schedule instead 04 05 06 07 08 11 12 13 14 15 18 19 20 21 22 25 126 27 2 5 After exporting your schedue to an image this image will be opened in Safari If want to add this image to your image collection on your iPad iPhone so you can download it to your computer just click the image for at least one second and choose the option 11 18 AM api aspx 913x554 pixels QA www tomsplanner com api aspx format p Dragselect multiple elements 2011 April 2011 Ma Status 19 20 21 22 25 26 27 28 29 2 384 5 6 9 10 11 12 13 1 Copy H One finaly note although Tom s Planner works fine on the iPhone we personally believe that the screen is too small to do any serious work on your schedules You should consider the iPhone compatibilty mainly as a good way to consult your schedules on the go If you want to 27 make changes to it we advise you to use a device with a bigger screen 28 15 Frequently Asked Question FAQ How can change
26. re to publish your schedule so others can view it online at eer Ms pianner compubliia name you cnoose new schedule A new window will open Publish online If you leave the password field empty your schedule will be publically accessible You can also set the zoom level of the published version of your schedule url schedule httpsvwww tomsplanner com publicl 222000 password dato aay publish online Personify the url by adding for example the name of the schedule You can also add a password to the published version which means that only by entering the password first can the project schedule be viewed The schedule will be published read only So if someone takes a look at the published schedule he she will not be able to make changes to it It will how ever be automatically 24 updated when you make changes to the original schedule If you want to un publish or change the publish settings just click the edit publish settings in the my schedules panel This link will appear after you published the schedule Embed You can also choose to embed the schedule in a website or blog This works the same as for example a YouTube video To embed the project schedule in your website intranet blog or any other Internet environment you click on the embed your schedule link Optionally you can set a password 12 Include in presentations or reports You can export your schedule to an image by simply clickin
27. se and it will now say true This should solve your problem 36
28. t or remove groups and activities by right clicking the left area of your schedule Brainstorm Tom Smith Ja Late 4Wireframes Tom Smith In progre W Concept desc Tom Smith a insert row is Sketching Photography remove row indent subgroup Final design Technical imple unindent v Specifications insert new group Proof of concept Templates copy row s Database ih columns Integration Testing and Deli Focus group Tom Smith To sort activities or groups just drag and drop them up or down by selecting them use the shift or ctrl key to select multiple rows groups and drag them up or down by their drag handler on the left side of the row Late In progre Tom Smith Ja Tom Smith Sketching Lars Richards https do Photography Jack Jackson You can also copy and paste rows or groups within a schedule or between different schedules A typical workflow for copying rows and groups from one schedule to another would be 1 open a schedule in Tom s Planner 2 select the groups or rows you want to copy by left clicking on them with your mouse keep the shift key pressed when you want to select multiple rows or groups 3 right click the selected items and choose the option copy row s or copy group s from the menu that appears 4 click the open schedule button in the top toolbar and open the schedule you want to copy your rows or groups to 5 the schedule you
29. ternet Explorer Google Chrome Safari or Firefox and go to www tomsplanner com 000 j A Tom s Planner Online Gar x ae eee SN VO O ff www tomsplanner com t m splanner m TOUR PRODUCT INFO PRI On the homepage click the log in button and a new browser window will open which will load the tool automatically signup English BLOG T ILEO IPLATES ABOUT US ay O Tom s Planner will work in almost any major modern browser with JavaScript enabled on any modern Mac PC Windows or Linux iPad or iPhone Tom s Planner is not compatible with Android yet During development Tom s Planner is continuously tested on Windows 7 Ubuntu and the most recent version of Mac OS X using the browsers Internet Explorer 8 and the latest versions of Google chrome Safari and FireFox The minimum requirements in terms of processor speed and memory are hard to determine We are pretty sure that every computer younger than 5 years will run Tom s Planner without any problems 3 Your Tom s Planner account amp login You will be asked to login when you open the tool To log in you will need a Tom s Planner account which can be obtained by signing up at www tomsplanner com To change your email address password first name last name and email preferences click on the my account link in the right top corner of the tool The window that opens is fairly self explanatory and will
30. were working in will be closed and replaced by the new schedule you are opening 6 now you can right click any group or row and choose paste row group and the rows or groups from the previous schedule will be inserted in the new schedule Columns Columns can be inserted moved hidden showed or deleted by right clicking the left area in your schedule or right clicking the header of the columns Status 01 04 05 06 07 0 lt gt insertnew column 3 5 remove column Paul Jones Tom Smith Tom Smith move column to left move column to right hide column Tom Smith insert special column gt Tom Smith W lo Sw gd f indent subgroups https do Lars Richards You can adjust the width of each column by dragging the border between two columns with your mouse Resources Status Paul Jones Done E7 Dragging the border between two columns enables you to change the width of each column There are different types of columns When you have disabled the special columns plugin you can only use text columns but when you have enabled the special columns plugin see the chapter about plugins there are various options available By right clicking a column header and choosing the special columns option in the menu you can insert special columns Be sure that the special columns are turned on in the plugin tab of the schedule settings ae
31. will also appear in the legend You can right or left click this column to set change or remove a symbol 3S Status 01 04 05 06 07 08 7 h Ja Late f s To Ok A h Ok Jf h Ok Sf iv symbol column Traffic lights The Traffic lights column allows you to have a column where each row has a traffic light which you can turn to green orange or red This could for instance indicate an indication of the risk that a task is going to fail or an indication of how the preparations are going You can right or left click this column to set change or remove a traffic light sources 01 04 05 06 O7 08 1 lam Yousef eee in Daniels eee lam Yousef Ove y George woe in Daniels eee traffic light column Periods The colored bars in the rows are called periods in Tom s Planner You can add periods to your schedule by right clicking on the grid and choosing the option insert new period If you already have periods listed in your legend you can drag amp drop them directly into your schedule With drag amp drop you can change their start time date position horizontally in the grid and the duration width of the period If you right click a period you will be offered the option to change the color of your period and add a label to it The colors you use will automatically be added to the legend A Th insert new symbol label period G insert comment L copy period i remove period
32. xport to MS Project Your schedule will be exported to a xml file which can be opened in MS Project Export to Excel and CSV More information on the results of the export to Excel and CSV can be found here https tomsplanner com documentation export to excel csv pdf Export to PDF and Image file More details on the export to PDF and Image files can be found on page 26 in the chapter on printing 22 11 Sharing and collaboration There are different ways in which you can share amp collaborate on projects Collaborate As the owner of a project schedule you can invite others to collaborate on it To invite others open the My schedules window and click on the schedule you would like to share so you can click on the invite others link on the right hand side t m splanner online schedules local schedules name slastchange access oe ete example 09 11 13 11 09 is owner me change last modified by me introduction amp manual 09 11 13 11 12 is owner E bookmark https www tomsplanner com t n doc HcLRKsQyuHeqOXnNLWCC Click here to invite others to collaborate on this schedule For others to ABETAN invitation a free Personal account will suffice Click here to publish your schedule so others can view it online at www tomsplanner com public a name you choose new schedule A new window will open My schedules Invite to Collaborate pane person gt can edit Q can view
33. ze 34 3 The right click menu is blocked by another browser window in Firefox If you can t access the right click menu because a browser menu is blocking it you ll probably have to adjust the configuration of the browser Back Forward 7 Reload Stop Bookmark This Page Save Page As Send Link View Background Image Select All View Page Source View Page Info Inspect Element ScreenGrab 2 Con i Wel Go to the address bar in the browser and type about config and click enter This warning will appear i This might void your warranty Changing these advanced settings can be harmful to the stability security and performance of this application You should only continue if you are sure of what you are doing V Show this warning next time I ll be careful I promise Click through it to the configuration window 35 about config Mozilla Firefox File Edit View History Bookmarks Tools Help x E i yy LJ about config _ about config Filter Preference Name accelerometer enabled accessibility accesskeycausesactivation accessibility blockautorefresh accessibility browsewithcaret accessibility browsewithcaret_shortcut enabled accessibility tabfocus In the filter bar enter the following dom event contextmenu enabled In the dom event contextmenu enabled row at the right end it will say false Double click the word fal
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