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How to use the team planner view?

The team planner view

Use the Team Planner view (only available in the professional version of MS Project) for a quick and easy way to see which tasks are assigned to which resources. In the Team Planner you can easily drag and drop tasks; however this is not recommended as moving tasks will create a constraint on that task.

An overallocation would also show red in the Team Planner.

When using the Team Planner, see this tool as a quadrant where each of the four sections has a distinct meaning.

How to use the Team Planner view?1

  1. These tasks are
    • Not yet scheduled in time
    • Not yet assigned to a resource
  2. These tasks are
    • Already scheduled in time
    • Not yet assigned to a resource
  3. These tasks are
    • Already scheduled in time
    • Already assigned to a resource
  4. These tasks are
    • Already assigned to a resource
    • Not yet scheduled in time

The Team Planner can be used as a traditional plan board, but you should realize that when you reschedule a task manually, you are adding constraints to your schedule.

Share your team planner experiences

Let us know your experiences with the team planner view and what you like most about it?

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