User Guide

Planning
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Planning allows you to create future changes to your data center. Changes are organized into projects by due date
and contain groups of tasks that will be executed together. You can select projects to see the effect of changes on
the currently selected floor plans. The user must be logged in with the planner role to create and change projects.
Projects
A project is a named and optionally tagged collection of tasks, representing future work. The tasks in a project
typically have some logical connection with one another.
A project's tasks are a list of actions. When tasks from a project are committed, it causes the current state to be
updated. Committed tasks are stored in history so you know when changes were made and what each change
included.
Calendar
When the calendar pane is open, it shows a calendar, projects and history. The projects are represented on the
calendar and designated by colored images, which show the status of a project.
• Green dot - Future project.
• Red dot - Late project.
• Clock face - Project history.
• Circle with green check mark - Partially committed project.
Project Properties
Projects are listed in a table under the calendar. When the project properties pane is open, it shows the project
name, description and due date. It also shows three tabs contains information about the project.
• Tags assigned to the project.
• Tasks associated with a selected project.
• Status which lists conflicts within the project.
• A .pdf icon is located at the bottom of the pane allowing you to send the project properties to a .pdf file.
History
History is the record of committed tasks in projects or changes made to current floor plans. An entry in history is
time-stamped and provides a count of tasks for that action. History is always read-only.