In this post, I will be using the following tools. Goal: Automate the project plan export process from OmniPlan into Confluence So I thought to myself “Would it be possible to automatically update the plan in Confluence every time I hit “save” in OmniPlan? And yes, I found a way! This post details step by step how to configure your project plan updates Nirvana. However, the downside to this approach is, if I update the plan on my Mac and forget to update Confluence, then team are working to incorrect timings. Providing the project plan on Confluence gives the team and project stakeholders clarity over the project’s schedule whenever and wherever they choose. To help alleviate the up-to-date visibility issue, I would create a dedicated page on Confluence, then paste the export directly into the page. To circumvent this issue, you may export the most recent project schedule and stick it on the wall, or shoot it around on your team communication tool of choice such as Slack or God forbid, email. However, how do the team and project stakeholders have visibility over the latest project timings? For example, you may update a key date on the back of a phone call with the client or 3rd party supplier. However, the downside to most project plan tools is the application is local to the project manager’s machine. Like most project managers, I use a Gantt chart as the source of truth for the project’s schedule. A much as we wished that our projects stuck to their original schedules, real-life kicks in, additional requests are raised, unforeseen delays happen and we need to update the project plan accordingly. This schedule exception will only apply to a particular resource, and not the entire work schedule for your project.As a project manager, one of the key challenges I face on a daily basis is keeping the team and project stakeholders informed of changes to project timings. To add Extra Hours, double-click and drag to create a blue box.Īlternatively, if your time off only applies to a certain resource, first select that resource from the list before specifying these Off Hours. To quickly block out working time from the schedule, hold the Shift key while clicking and dragging your cursor in the calendar to create a block of Off Hours, indicated by a red box. Upon selecting that week in the mini-calendar, the schedule for that week will display in the main chart area to the right. Use the arrows bracketing the current month in the mini-calendar to navigate to December, then click on the week of Christmas (the 25th) to access the exceptions calendar for that week. Then, click Extra & Off Hours from the toggle below the resource list. Click in the blank area below the last resource to clear your current selection, or Command-Click the currently highlighted resource to do the same. ![]() To do this, ensure no resources are selected in the list. If, for example, you want to shut down for Christmas, you’ll need to make some exceptions to that default schedule. ![]() If you select an individual resource in the sidebar, you’ll instead be specifying a schedule for that individual the text above the date header will read Work Schedule for (Resource Name). Scheduling changes will apply to the whole project if no resources are selected in the list, and the top of the calendar view will confirm that you’re editing the Work Schedule for Project. This is your default weekly schedule, which is why there are no specific dates attached to each day it’s just a generic seven-day week. If you click and drag the bubbles around, you can make the working hours longer, shorter, or go into the weekends as well. OmniPlan will only schedule tasks in the times covered by one of those green bubbles. ![]() ![]() The window will change you should now see a calendar with 2 green bubbles. To set up the normal work hours in a week, open the View menu and select Calendar View. How do I set up vacation days, sick days, half-days, or holidays?
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