Archive for the ‘SharePoint Planner’ Category

SharePoint List Superpowers

Date:July 9th, 2010 Author: Category: General, SharePoint Ideas, SharePoint Planner, SharePoint Reminder Comments:5 ;

Now we all know that SharePoint Lists are pretty amazing things: easy to use, searchable, customizable… Where would we be without them?

But did you know that each list type comes with its own special “Superpower”?

If you understand the different superpowers of each list type it makes choosing which list to use on any given occasion much easier.

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Tell Us Your SharePont Story and Win a Flip Video

Date:February 16th, 2010 Author: Tags: , , ,
Category: General, PivotPoint Web Part, SharePoint Planner, SharePoint Reminder, SharePoint webparts Comments:0 ;

One of our New Years Resolutions for 2010 was to: “find out how people really use our stuff”.

We really want to understand how people use our Planner, Reminder and Pivot Point in the real world.  We know we have clients from a huge range of industry sectors, so it will be great to see how our software helps with the special challenges of your area. And we know that some of you use 2 or 3 of our products together: we would love to know what you are doing there.

So this year we want to find out how you use our products in your SharePoint environment. If we know how you use them it will help us to improve them!

Just send us a quick email telling us a bit about your business and how you use our products and we will enter you into our free prize draw for the chance to win a funky Flip video camera.

We would really appreciate your help on this one, so if you have a minute free please send us a quick email.

ultra_pink_front_nousb

Terms and Conditions

  1. You must be a user of Pentalogic Technology Software in order to enter (free trial users are welcome to enter.)
  2. Entries must be sent to clare.stone@pentalogic.net with the subject line “Case Study”
  3. The draw will take place at 12 noon GMT on Monday 1st March, you entry must be submitted by 12 noon GMT Sunday 28th February to qualify.
  4. All entrants agree to take a 30 minute phone call from Pentalogic Technology, to clarify details of your case study.
  5. All entrants agree to their case study being published by Pentalogic Technology, on line or in print.

5 things you never knew you couldn’t do with SharePoint Gantt Charts

Date:February 3rd, 2010 Author: Tags: , ,
Category: General, SharePoint Planner, SharePoint webparts Comments:6 ;

Sometimes it’s all too easy to forget what it was like to be a new SharePoint user.  Sometimes you need a wakeup call to remind you of the “WOW” moments of delighted surprise when you discovered an amazing new feature, and the “AAAGGGGGHHHH!” moments of frustration, when you hit upon something SharePoint obviously should do, but for some inexplicable reason just doesn’t.

We got our wakeup call this week when we were putting together a product features chart for our Planner web part – which is an easy to use planning tool, with a Gantt chart view.  We like to do this with all our products, to see how we stack up against the competition, and against SharePoint out of the box.

When we looked at SharePoint out of the box, some of the basic things that you would expect from a Gantt chart just weren’t there.  Here are our top 5 “missing in action” feature in SharePoint Gantt charts:

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Tip – Showing multiple columns in SharePoint Planner Webpart

Date:October 14th, 2009 Author: Tags: , , , , , ,
Category: Calculated Columns, SharePoint Planner, SharePoint webparts Comments:1 ;

There may be times when you want to display timeline or category information from more than one list column in a gantt chart. For example in the chart below we have taken information from the “priority” and “title” columns of a list to populate the category labels.

With Planner you can show multiple columns in the Category or on the Timeline of a Gantt chart by using a calculated column to merge fields together.

concat-columns
For example to merge Priority and Title columns together you would :-


  • From your list click Settings > Create Column
  • Set a name such as “Category”
  • Choose Calculated for the type
  • In formula enter (where [Title] etc is the name of the columns you want to merge)
      =[Priority] & " : " & [Title]
  • Uncheck ‘Add to default view’ checkbox if you don’t want this appearing for the normal list view.
  • In Planner you can now select this column.

You can merge multiple columns together, for example :-

   =[Priority] & " : " & [Title] & " - " & [Assigned To]

You can also use SharePoint standard functions and formula (many similar to excel) such as :-

   =Text([Start Time],"mmm-yyyy") " : " & [Title]

Which would prefix the Title with Month and year, like so  October-2009 : Your title here

To display the the duration in days you could use

   =DATEDIF([Start Time],[End Time],"d") & " Days"

See some more examples of common functions

Grußworte Deutschland! German Version of Pentalogic Planner for SharePoint

Date:August 18th, 2009 Author: Tags: , ,
Category: SharePoint Planner, SharePoint webparts Comments:0 ;

We are happy to be able to let you know that a German version of the Pentalogic Planner web part for SharePoint is now available.

Although Planner was already partially localized for German, so that German end users would have see Month and Day names in their own language, administration and set up screens were previously only available in English and French.

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New version of SharePoint Planner webpart (2.5.4)

Date:July 7th, 2009 Author: Tags: , ,
Category: SharePoint Planner, SharePoint webparts Comments:0 ;

A new version (2.5.4) of SharePoint Planner webpart is available to download with the following minor changes :-

  • The Mark Weekends feature will now pick up your non working days and hours from SharePoints Regional Settings (WSS 3.0 / MOSS 2007 only)
  • The This Week period settings will pick up the start of the week from regional settings




Regional Setting in WSS3.0

Regional Setting in WSS3.0




You can simply download and install the new version – there is no need to remove the old version first.

Thanks to Michael C and Michael S for these suggestions!

 

New version of SharePoint Planner Webpart (2.5.3)

Date:June 15th, 2009 Author: Tags: , ,
Category: SharePoint Planner, SharePoint webparts Comments:0 ;

A new version (2.5.3) of SharePoint Planner is available to download with the following changes :-

  • Milestones are now colour coded along with Timelines
  • Correction to an error that occurred if a users regional settings (e.g. dd-mm-yyyyy) were different to a sites (e.g. mm-dd-yyyy).

You can simply download and install the new version – there is no need to remove the old version first.

SharePoint Planner Webpart – New Version 2.5.0 Now Available

Date:March 10th, 2009 Author: Tags: , ,
Category: General, SharePoint Planner, SharePoint webparts Comments:0 ;

A new version (2.5.0) of SharePoint Planner Webpart is available to download.

The main change is the interface has been fully localized in French.

In addition :-

  • New feature to automatically default the web parts Title to the name of the source list and link to the lists default view (WSS 3.0 and MOSS 2007 only). Both of these settings can be overridden if required using the toolparts Appearance > Title and Advanced > Title URL settings.
  • Correction to an error that stopped the By Category view grouping correctly if you were using a User lookup field with presence enabled.

You can simply download and install the new vesion – there is no need to remove the old version first.

Adding gridlines to the SharePoint Planner webpart Gantt chart

Date:October 30th, 2008 Author: Tags: , , ,
Category: SharePoint Planner, SharePoint webparts Comments:0 ;

Update – an option to use horizontal gridlines has now been built into version 2.4

Alessandro from Italy contacted us wanting to know if there was a way of adding gridlines to SharePoint Planner so it’s easier to visually connect up the column on the left with the corresponding timeline.

With a few Cascading Style Sheets (CSS) ninja moves you can change the display from something like this.

Planner Gridlines Example

The following snippet does the trick and can be added to an individual page using a Content Editor Web Part thereby changing just the Planner web parts that appear on that page.

DIV.SharePointPlanner2 TABLE.plgx_Default TR TD
{
border-bottom : 1px solid #B9D1F4;
}

Alternatively you can add it to the SharePointPlanner.css file that all planner web parts use or download one that’s already been edited. There can be multiple copies of this file depending on how you install SharePoint and Planner and they can be in different places so it’s best to do a file search and replace them all.

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