Professional Documents
Culture Documents
March 2013
English
xPlan
for Mac
Welcome!
Thanks for choosing xPlan !
Its the most easier Project Management app for Mac.
We hope that you will enjoy using this product. It has been specifically designed
to help everyone successfully plan and complete the projects in their lives, from
buying a new home to managing team projects at work.
xPlan is also available for iPhone and iPad.
adnx Team
Table of contents
xPlan
for Mac
9. Inspectors............................................................................ 30
4. Manage Events.......................................................... 17
Create an event.................................................................................. 17
Days off.................................................................................................... 18
Manage documents........................................................................ 19
1 User interface
xPlan
for Mac
a
b
c
a
Navigation List
Calendar
Toolbar
1 Navigation
User interface
xPlan
for Mac
Located at left of the main window, the Navigation area includes 4 sections:
a Settings
b Views
c Items
d
Reports
Calendar
User interface
xPlan
for Mac
This part of the main window is called Calendar. Tasks, milestones, events or processes are displayed here. xPlan allows you use two ways
to show the data: by resources or by tasks (Gantt).
by resources
by tasks (Gantt)
This allows you to view your project and tasks within it. This allows you to
view the overall project, including tasks that are not assigned to a specific
resource.
For each ressource on the calendar, you can see the tasks assigned to it.
Tasks are listed in the left Task List. Where they fall on the Calendar is
shown in the Calendar Window. The left-hand Task List also show the
Processes, and Tasks associated with a Process.
6
Toolbar
User interface
xPlan
for Mac
This bar contains all the tools necessary to manage your project and monitor its progress.
b
c
d
e
Project progress
New Task
New Milestone
New To Do
Delete
Edit
Critical Path
New Process
New Event
xPlan
for Mac
xPlan can manage both human and material resources. Each resource can be linked to a series of tasks or with other resources.
To create a resource in xPlan, go to section Resources in the left sidebare a then click on New resource button b .
When you create a new resource, you can assign it multiple parameters c like group, kind of resource, cost (per hour, per day or global) and
personal data (name, phone number, email and photo).
To create a group, do the To create a group, simply perform the same operation as when creating a resource by clicking on the New group
button. Drag and drop the desired resource in the group you want or specify it in the edit dialog.
a
c
Import contacts
Manage
resources
xPlan
for Mac
xPlan allows you to import contacts from Apple Address Book. The operation is simple and use drag and drop.
Our advice
Manage costs
xPlan allows you attribute a cost to a resource
in the reports b .
Manage
resources
a
xPlan
for Mac
. This amount will be used to calculate the global cost for a task as you can see, for example,
Example:
If you assign a hourly cost of $ 55.00 to your designer, the total cost of creative project which you are scheduled 29 days of work will amount to $ 1,740.00. If
you add other human resources, the total cost will conside the individual cost for the total result.
The cost can be specified by hour, day or globally (ideal for a material resource).
a
b
To change the
currency used, go
to the settings
of your project.
10
3 Manage tasks
xPlan
for Mac
xPlan lets you manage simple tasks or sets of tasks, also called processes, which contain sub-tasks.
Each task can be attributed to one or more resources.
xPlan is a complete software that also offers management of milestones, which can helps you to structure your project, and to-do.
b
11
xPlan
for Mac
A simple task is used to complete a variety of parameters. In addition to standard information (resource assignment, start date, end date, cost...),
xPlan allows you to attach documents or take notes.
a
b
c
d
Task name
Task appearance
To identify your task.
Start date
Duration
End date
Working schedule
Lock
Cost
g
i
Assigned resources
Attached documents
Notes
Completion
Create a process
xPlan
for Mac
A process is a task that may contain subtasks. Its really easy to create it.
To create a new process, select Tasks tab
(the inspector) opens a new process c .
Create a sub-task
13
xPlan
for Mac
In xPlan, each task can be linked to one or more other graphically. This link allows you to follow automatically a task moved to the future by linked
tasks. To create a link, select a task and click the small circle at its right end a and drag to the left circle of the target task. At this point, the link
inspector appears b .
The links created can be customized in different ways: style (curve, segments...), pattern (plain, dot), thickness (thin, thick...) and color. You can also
specify or not to display an arrowhead.
14
Manage milestones
Manage
tasks
xPlan
for Mac
In a project, there are still important steps. With xPlan, you can easily create these steps as a task. They helps you to identify effectively and quickly
the different stages of your project.
Tout comme avec une tche, vous pouvez attribuer une ou plusieurs ressources une tape importante.
Create a milestone
To create a new milestone, select Tasks tab a in Items section in left sidebar. Click on New milestone button
window (the inspector) opens a new milestone c .
15
Manage to do
Gestion
des tches
xPlan
for Mac
In parallel with a project, there are often small tasks to perform: invite a partner to lunch, remember a detail or perform another activity.
XPlan with no need to use additional software, to-do management is included!
Note that the to-do not appear in the calendar views.
Create a to do
To create a new to do, go to To Do tab a in the Item section in the left sidebar. Click on Add button
A pop-up window (the inspector) opens a new to do c .
in the toolbar.
a
c
b
16
4 Manage events
xPlan
for Mac
A project is often composed of events not to be missed. These events may signal meetings, conventions or other special events.
xPlan offers you to manage them in your project.
Create an event
To create a new event, go to Events tab
A pop-up window opens a new event c .
in the Items section in the left sidebar. Click on New event button
in the toolbar.
Tip
17
Manage
events
xPlan
for Mac
xPlan allows you to consider holidays and days off in each project. Their setup is very simple.
a
c
18
Manage
events
xPlan
for Mac
A project may need to keep handy some documents (expense reports, bills ...). xPlan allows you to link these documents, of any type* to tasks.
in task inspector.
b . These documents are available from
OR
Tip
A linked document is
located in the project.
This copy is not an alias
and no longer depends
on the original file.
*The file type is not important because you will use the appropriate application to open it.
19
xPlan
for Mac
xPlan can display your project in several ways: by tasks (Gantt chart), by resources or as a report.
b
c
20
xPlan
for Mac
View by Resources
To show View by Resources, click on By Resources a in the left sidebar. The first part of window b show human and material resources of
your project. Theses resources can be edited here, like in the Gantt View. The right part of the window displays the diagram that graphically
represents your tasks c .
21
Views
& reports
xPlan
for Mac
xPlan allows you to create a report of your project in two different ways: global or by resource.
View by Resource
Views
& reports
xPlan
for Mac
The report Tasks by Resource allows to synthesize the tasks and costs for a resource of human or material after a period of time.
23
Advanced features
Views
& reports
xPlan
for Mac
or Project
b.
Search
Zoom
24
xPlan
for Mac
xPlan can import Microsoft Project XML files but also share a lot of data in several formats.
xPlan can import a Microsoft Project file as XML. This file format helps
you to exchange tagged content (trees, hierarchy...).
The operation works in the other direction since xPlan may export its
projects in Microsoft Project XML format.
25
Import
& export
Share a project
xPlan
for Mac
xPlan can share projects in different ways and formats. Go to Export menu item in File menu, you access to:
c
d
e
g
JPEG Format
PDF Format
xView
CSV Format
iCal Format
Tip
26
xPlan
for Mac
Our new sharing service is included in xPlan. It allows you to share schedules automatically to internet as an
image. Its simple to work with it. Just export your schedule to xView.
Your favorite web browser is opened with your image and its link.
You can now share your schedule!
7 Project Settings
xPlan
for Mac
To show settings of your project, click on Projet tab a in Settings section in the left sidebar.
You will find here all necessary settings for your project as its budget b or week format c .
a
b
Our advice
Week format
28
8 xPlan Shortcuts
xPlan
for Mac
xPlan has many shortcuts allowing you to work efficiently and quickly: you are more productive!
Creation Shortcuts
New task
New to do
M
P
E
New milestone
New process
New event
1
2
3
4
5
Go to Tasks tab
Zoom In
Zoom Out
By Tasks (Gantt)
Tabs Shortcuts
New resource
By Resources
R
G
New project
Views Shortcuts
From To do tab
Reports Shortcuts
Show
Global Report
L
Show
Tasks by Resources
Go to Resources tab
Go to To Do tab
Go to Events tab
Go to Documents tab
Date Shortcuts
Show by day
Show by week
Show by month
Show by year
Enter/Quit
F full screen
<
1
2
3
4
5
T
9 Inspectors
xPlan
Each item (resource, event, task and to do) have their own inspecto. Task inspector is detailled on page 12.
Resource inspector
Event inspector
Group resource
Resource kind
Cost
a
b
e
To do inspector
b
c
Photo
for Mac
Event name
Begins
Duration
Ends
Notes
Due date
No due date
Note
30
xPlan
for Mac
xPlan allows you to customize the printing of your project with several parameters.
c
d
e
Preview
Dates
Zoom
Print options
31
xPlan
for Mac
xPlan include features specific to OS X 10.7 Lion and OS X 10.8 Mountain Lion
Differents versions
32
12
Available on the
App Store
xPlan
for Mac
A version of xPlan is available on the App Store for iPad and iPhone. You can share projects with the Mac version.
33
13
Share projects
Its easy to share xPlan documents between your
Mac and the iOS version. Heres how to:
xPlan
for Mac
in the sync
34
xPlan
for Mac
35