Knowledge Base

Chatter on Task

Chatter on task feature is available on Leankor version 1.239 or higher version. Users will now be able to add chatter message, comment, and document respective to each task and this is available on different views. The Chatter bubble is now available on task from My work view. The Chatter bubble is now available in [...]

How to add Activities, Activity Groups and Milestones in Plan Gantt Board

This article covers the following topics: How to add activities in Plan Gantt. How to add activity groups in Plan Gantt. How to add milestones in Plan Gantt. How to add activities in Plan Gantt. Open the Plan Gantt board and click on "+" icon which at the top left of the board. It will [...]

How to convert an Activity to an Activity Group and Milestone

This article covers the following topics: How to convert an activity to an activity group. How to convert an activity to a milestone. How to convert an activity to an activity group. Right-click on an activity you want to convert to an activity group. It will open a list of drop-down menu. Click on 'Convert to Activity [...]

Using Dependencies In Plan Gantt Board

Step-by-step instructions and definitions can be found below the video. Gantt Dependencies Dependencies are the relationships between activities. It determines the order in which activities need to be performed. What are the different types of dependencies There are four types of Gantt dependencies: Finish-To- Start Dependency            In Finish-To-Start dependency, predecessor must finish [...]

Adding an External Dependency

This article covers adding an external dependency between two Plan Gantt work items:   Open the Plan Gantt board where you want to create the External Dependency *From*.  Once the board is open, right click on the work item that you want the external dependency to originate. Click on External Dependency in the menu. The [...]

Add/Remove a column in Plan Gantt board

Add a new column to the Plan Gantt board. Open the Plan Gantt project. Click on the green “+” icon which in the top left of the Gantt board. It will open the drop-down menu. Put the mouse cursor on the “Add New Column” menu. It will open the drop-down lists of column name which you [...]

How to clone Plan Gantt Board Object

In Leankor Plan board we can create the exact copy of an activities or activity groups or milestones by using clone option. To clone an activity or activity group or milestone click on three dots in front of an activity or activity group or milestone respectively. It will open with different option menu to perform [...]

Hide Miniature Card on Plan Gantt Board

User will now be able to show/hide miniature cards on Activities on a Plan Gantt Board.  This feature is available in Leankor version 1.232 or higher version. User will be able to see the miniature card on activities on a Plan Gantt board when a card is linked to the activity. To hide the miniature [...]

Filtering the resources by Role Hierarchy, Users and Project

Leankor Portfolio management has a feature to filter and view the resources by role hierarchy, by users, and by projects. Filter the resources by role hierarchy Click on the left navigation menu and then click the arrow in front of Portfolio management. It will expand the portfolio management and we can see the menu Portfolio [...]

How to view Resource Utilization and Resource Schedule in one view

Step-by-step instructions can be found below the video. We can view resource utilization and resource schedule in the same window by using the "Show" function to have both views visible at once. Click on the left navigation menu and then click on arrow sign which is in front of portfolio management. Under Portfolio Management drop-down menu [...]