Welcome to SOPlanning!

Follow this tutorial in a few steps to discover specific features of SOPlanning.
SOPlanning being quite intuitive you should understand the basic operation in a few minutes.

After learning about these features, you can test them for yourself once this tutorial is closed.

For any other questions, look at the help (button in the bar at the top), or contact us at support.

Task creation

To create a task you can click on the corresponding button above the schedule, or click directly on a box.

In this case the date will be pre-filled, as well as the line on which you clicked (the person or the project depending on the current display).

Drag / drop

You can drag a task from one box to another. SOPlanning will then offer you to copy or move this task to the new location.

This feature will allow you to move the task in time, or change project / assigned person.

Multiple selection

If you hold the CTRL key while you click on a task, then you can select multiple tasks from it as long as you hold CTRL.

As soon as you release CTRL, a window will allow you to perform actions on the selected tasks.

Double arrow and the different views of the schedule

You can see a double arrow as the first "box" of the schedule. This allows you to easily switch from the person view to the project view.

You can do the same thing with the "Display" menu located above the schedule, and display the other possible views.

Project offset

When viewing the schedule "by project", you will see a small arrow behind each project name in the left column.

This will allow you to access the bulk task shift functionality, setting the start date of the shift, and the date to shift all matching tasks to.

Summary of the schedule

Below the schedule you will find a summary of all the tasks visible on the schedule, for the selected time period.
This allows you to see a more detailed version of scheduled tasks, with a list view.

You can hide this summary in the "Display" menu.

Project cost management / profitability

The profitability calculation allows you to know the consumed/remaining amount on projects compared to the initial budget, whether on the total hours or the planned budget.

In order to make the best use of this profitability information, here is what to do:

• Enter a default hourly rate in each employee form ("Configuration" tab)
• Indicate in the project file the planned/initial budget for amount and hours
• Modify (if necessary) the project form to indicate specific hourly rates for this project. Otherwise the employee's default rate will apply
• Assign tasks to projects and collaborators
• Give authorized people access to the Statistics / ROI module on projects (new right added)
• Consult the figures in the project ROI module: the tool calculates the budget consumed (amount and hours), the remaining budget, and profitability

It's up to you!

Take control of the tool for yourself and do not hesitate to contact us if you have any questions : : contact@soplanning.org !

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