Planera

How to schedule the project and how to see when schedule is stale

Scheduling the Project

Creating and managing multiple Organizations

Multiple Organizations

Organizing Table and Gantt View

What are workspaces, and how can they help you

Introduction to Workspaces

Duplicate a Project

Exporting Projects to Oracle Primavera P6, MSFT Project (MPP) and XLS

How to create watch lists for important dates and activities

Important Dates - Watchlist

Project Default Calendar

View critical path and other float paths on canvas, table and gantt

View Critical Path and Other Float Paths of your Project

How to view change logs, change audits, change history

Viewing Change Logs

Rename and Delete a Project

Troubleshoot | Copy/Paste is not working

How to add FS, SS and FF relationships and lags

Defining Relationships and Lags

How to change group duration display between 7-day calendar and the project default calendar

WBS/Group Duration Based on Different Calendars

What are the character limits for various fields

Text Character Limits for Various Fields

How to export a Planera project into P6 (XML) and import to P6 

Exporting Projects to P6 

How to Import projects from P6 and export projects to P6 

Importing Projects From P6

What are different types of constraints supported in Milestones and Activities

Types of Constraints in Planera

Changing Activity ID

How to use the Personal Workspace to create draft projects.

Personal Workspace & Drafts

How to make projects “read only” so they can be viewed but not edited

Making a Project Version Read Only

How to easily identify and navigate to linked schedules

Project Containers and Linked Schedules

How to handle issues found in a project while importing a project

Handling Issues During Project Import

How to import Previous and Baseline Schedule Versions from P6 or MS Project

Importing Previous and Baseline Versions from P6 or MS Project to a Planera Project

Why group to group relationships are not supported in Planera

Planera Walkthrough and Tutorial Videos

Understand how Planned Start Dates are created—and how you can adjust them when needed.

How Planned Start Date works in Planera

Understand Finish Date states and why they are important

How Expected and Actual Finish Dates work in Planera

Retained Logic vs. Progress Override in CPM Scheduling

Hotkeys and Shortcuts in Planera

Create a New Master Schedule

Product Tutorials

How to create and manage Organization Fields to categorize and filter projects across your workspace

Organization Fields

How to change the time of day logic for Interim Milestones

Interim Milestone Date Mapping

See and slice of a large project in Gantt, Table or Canvas

Lookahead: Quickly view a slice of your Project

Easily copy a direct URL to an element in Planera and share it with teammates for quick access.

Copy and Share a Link to an Element

The Project Data Date is the “as-of” date that your schedule reflects — the point in time up to which your project progress is recorded and accurate.

Understanding the Project Data Date

This article explains how to change the scheduling mode used when progressing activities, so you can control whether logic is recalculated or retained during schedule updates.

Switch Between Progress Override and Retained Logic Mode

Learn the difference between Total Float and Free Float and how to use them to understand schedule flexibility in Planera.

Understanding Total Float vs. Free Float in CPM Scheduling

This article explains how Planera calculates the critical path and how actualized activities are treated within critical path analysis.

How Planera Defines the Critical Path

General

Planera App

Planera Website

Find answers and get help from Intercom Support and Community Experts

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