OmniPlan 3 Essential Training

Learn how to use OmniPlan 3, the popular Mac-based project management software, to track tasks, resources, and dependencies.

Expertly manage your projects with OmniPlan 3, the popular Mac-based project management software. This detailed training course first explores the OmniPlan interface, explaining how to use the powerful Gantt chart visualizations to grasp the whole project. It also explains how to work with project and project elements, including tasks, milestones, and dependencies. Author Jason Osder then takes a deep dive into working with tasks: setting durations, grouping, splitting, connecting tasks with dependencies, and more.

The course explains how to most efficiently create and assign resources, including grouping resources, assigning duration and effort, and modifying individual schedule expectations. Learn how to use views; track project progress with critical paths, Gantt charts, and baselines; and configure different project settings. Chapter 9 shows how to work with OmniPlan Pro's expanded feature set, including Monte Carlo simulations and the multiproject dashboard.

Introduction

• Welcome
• What you need to know
• Use the exercise files
• How to install the software

1. Navigate the Interface

• The OmniPlan toolbar
• View projects as Gantt charts
• Options for OmniPlan views
• Zoom in and out in time
• How to use the Inspectors

2. Work with Projects and Project Elements

• Start a project with OmniPlan
• Create a milestone
• Create tasks
• Create dependencies

3. Work with Tasks

• Set task duration
• Group tasks
• Connect tasks with dependencies
• Create hammock tasks
• Split tasks
• Update task completion

4. Work with Resources

• Create resources in OmniPlan
• Assign resources to tasks
• Group resources
• Set units and efficiency
• Edit resources

5. Calendar and Network Views

• Explore Calendar view
• Set up working hours
• Create and edit exceptions

6. Finalize a Project Plan

• Gantt chart planning and visualization
• Network view
• Level resources
• Resolve violations
• Check the critical path

7. Gauge Progress with Baselines

• Set the baseline
• Compare the baseline to the actual schedule
• Revise the baseline
• Catch up

8. Project Configuration

• Set start and end dates
• Project formats
• Styles
• Templates
• Manage templates
• Export OmniPlan projects
• Print projects
• Explore Preferences

9. OmniPlan Pro

• Publish and subscribe
• Track Changes
• Monte Carlo simulations
• Multi-project dashboard
• Reports
• Additional Pro features

Conclusion

• Learn more