Introduction to the User Interface - Planning Intelligence People & Projects Management

Oct 13, 2026

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Introduction to the User Interface section explains how Planning Intelligence supports people and project planning through an interactive, database-driven UI. It introduces ribbons and context-specific menus, configurable perspectives composed of multiple views, and grid-based columns and rows that update instantly across related areas. It also covers people resources, Gantt chart interactivity (drag-and-drop, duration and capacity adjustments), hours tracking with red/green overbooking indicators, and extendable menus. Additional guidance covers sorting, filtering, right-click options, and Gantt chart purpose and time resolution.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages17

Reading Time6 min

AccessFree to download

Basic User Interface

Introduction to Planning, an overview

Introduction to basic objects

People Assignment perspective

Ribbons Menu, Perspectives, and Views

Columns & Rows and instant updates

Toolbar customization and extendable menus

People resources and interactive Gantt chart

Hours and red/green overbooking chart

Sorting, Filtering, Right Click Menu

New Toolbar and creating objects

Filtering icon and filter bar

Sorting via right-click

Column Chooser

Right Click Menu options

Project Manager and Resource Manager Gantt Charts

Purpose and planning/capacity layout

Daily, weekly, or monthly time resolution

Planning Intelligence People & Projects Management Introduction to the User Interface Contents: 1 Introduction to Planning, an overview ........................................................................................................... 2 2 Introduction to basic objects.......................................................................................................................... 3 3 Sorting, Filtering, Right Click Menu................................................................................................................ 5 4 Project Manager Gantt & Resource Manager Gantt Charts........................................................................... 7 5 Grouping, Column Chooser.......................................................................................................................... 10 4a Grouping, Column Chooser – In Project Manager Gantt Chart........................................................................ 12 6 Excel ............................................................................................................................................................. 13 7 Printing and Print Preview............................................................................................................................ 15 1 Marstrand Innovation A/S ● Roskildevej 522, 2605 Brøndby, Denmark [contact@marstrandinnovation.com](contact@marstrandinnovation.com) ● Tel +45 23 22 00 40 ● [www.marstrandinnovation.com](www.marstrandinnovation.com) Basic User Interface: 1 Introduction to Planning, an overview Basic User Interface: 2 Introduction to basic objects. Perspective: “People Assignment” 1. Ribbons Menu: The ribbons menu is context specific. The ribbon hovers over the other windows and provides general functions throughout the system. 2. Perspectives: here you can set up any customized layout, composed of views to suit any role or task. Perspectives can be modified and saved. Typically, one has multiple perspectives to have the most comprehensive and efficient project and resource planning setup. In this example, the perspectives are broken down into People, Customers and Projects. 3. Views: Multiple views make up perspectives. The dark blue line means this view is highlighted and active. Each view can contain multiple views in the form of tabs. Here one can see the view “Projects & Tasks” and “Project List” as tabbed views. Below is the “People Gantt view” which is a resource Gantt chart. 4. Columns & Rows: Most views are made up of columns and rows in a grid format. Information is stored in cells just like a spreadsheet, and because it is a database, information is stored instantly and can be retrieved in multiple places at once. For instance, if we assign “Bob” to a task, it will happen in our current view, and will be reflected everywhere that Bob is mentioned, in the People Gantt, in his personal calendar, in the Project & Tasks Gantt, and any other place that is affected by the change. 5. The toolbar: All the buttons above \#5 are in the toolbar. Each view has its own toolbar which can be customized. The toolbar and customization are covered in the last section of this document. 6. People (resources): People are resources (other things like locations or objects can also be resources) . One schedules resources on projects or tasks and assigns them hours. Here you can see Casper and Oli are assigned to a project, and have been given hours in the Gantt chart. 7. Gantt Chart: The Gantt chart is interactive, one can drag and drop projects or tasks in time, and adjust their duration. One can also assign hours and move projects and people as needed to accommodate capacity. 8. Hours: For each assigned person, one can add hours. The effect of adding hours can be seen in the red / green chart below which turns red when a person is overbooked. 9. Extendable Menus: Here, each resource can be extended with the small triangle so

FAQs

What is the purpose of ribbons and how do they behave in the interface?

The ribbons menu is context specific. It hovers over other windows and provides general functions throughout the system.

How do perspectives, views, and tabs work together in the UI?

Perspectives let you set up customized layouts composed of multiple views. Views can include tabbed sub-views, such as “Projects & Tasks” and “Project List,” and “People Gantt” as a resource Gantt chart.

How does assigning a person to a task affect the system?

Information is stored in cells like a spreadsheet and retrieved instantly. Assigning “Bob” to a task updates the current view and is reflected wherever Bob is mentioned, including the People Gantt, personal calendar, and relevant Gantt views.

What does the red/green chart indicate for assigned hours?

The red/green chart shows when a person is overbooked. When assigned hours exceed available capacity, the row turns red to indicate overbooking.

Oct 13, 2026

Upload by DoDO