After signing up, you'll see the RPLAN Dashboard where you'll find all your projects and shared objects. Let's start with creating your first project by clicking the
+ Create project button.
Create a project
The project wizard will guide through the process with three easy steps:
1) Choose from RPLAN templates
To start your project easily you can benefit from our RPLAN templates. Also, you have the option to import a .csv file or .xlsx file. To make sure that you stick to the required format within the file you can download the offered templates to work with. You will find them at the end of this article.
Note: At the moment the import can differentiate between simple tasks and the project itself. The latter is represented by the first row of your excel or csv file.
In case you you'd like to create a .csv or excel file from scratch to import it later, RPLAN expects the following column orderings
||Name of the task or project itself
(The latter is represented by the first row of your excel or csv file.)
Start-Date of the tasks or project
Duration of the tasks or project (in days)
Email address of the responsible person for the tasks or project. Responsible will receive an email invitation to RPLAN Connect and access rights to his task
If you want to start to plan your project inside the scheduler just skip this step by clicking the
Continue without template button.
2) Share your project to start collaboration
Invite collaborators by their email to share your project. They will get an E-Mail to join your project team. Make sure to separate the email addresses by a comma.
3) Set up your project data
Now set up your project by naming, describing and dating it.
Note: A project name is required.
Save project to save your content and start creating new tasks.
Have an eye on your project boundaries
Getting lost in stressful times? This will never happen again: Keep your deadlines always in time.
Project boundaries behaves differently than summary tasks, because they aren't dependent on contained tasks. The start and end date of a project is manually set from the user. Changes on start or end date will also change the duration of your project.
If a task starts earlier or ends later then the project, a red line highlights the project boundary to inform you about unplanned changes. Then you can adjust the dates of your project or start talking to responsible people.
Relevant tasks are also automatically shown in the project tree with a red icon in front of the date.
Shift project in time
Because editing start and end dates of the project also changes the project duration there is a different way to easily shift the whole project by the week.
Alt while clicking the start or end date of a project a dialog will be opened and you can choose a desired start or end date on the same day some weeks earlier or later.