Options

Options influence calculation, display, filtering, and output. Set them deliberately because they can change schedules, capacity results, or report presentation.

capacity-driven or termin-driven planning

Planning Options

Important options include:

  • capacity-driven or termin-driven planning

  • fixed duration, fixed effort, or fixed duration and effort

  • forward or backward scheduling

  • fixed dates

  • set a milestone

  • cutoff date for progress evaluation

Duration and effort options

Resource Options

Important options include:

  • offer only already planned resources for selection

  • consider preferred teams

  • show only used resources

  • utilisation and effort per assignment

  • calendars, non-working days, and employee availability

Availability option in activity properties

View Options

Important options include:

  • timescale

timescale
  • filters

filters filters felds
  • structure by employee, role, team, or project

structure by employee, role, team, or project
  • column selection

column selection
  • outline detail level

outline detail level

Important options include:

  • header and footer

header and footer
  • print area

  • font and display

  • PDF printer

  • Excel output of the current view