Help Centre

Welcome to , this website will allow you to watch your Projects come alive as they get executed!


Who is it for?

PlanRunner is optimally suited to projects plans that are created and then have a 'run' phase where the plan tasks are performed in sequence or in parallel, an implementation plan is an ideal example of this: a Project Manager sets-up the plan, at some point the plan is then 'run', maybe over a weekend, and the people responsible for performing the tasks (called resources) mark their tasks as passed or failed and how long they actually took. The PM can take these timings and update their project plan so next time the task timings are more accurate. It also enables the PM to see where the real bottlenecks and time-hogs are.

Of course PlanRunner is not limited to implementation plans, it can also be used for building planning, disaster recovery planning, product launches, exhibition setup, in fact anywhere you need to co-ordinate people, especially across multiple locations.


What it does for you

PlanRunner allows you to share your project with your users, allowing you to easily hold planning meetings across multiple locations and when you implement your plan allow your users (resources) to update their tasks as they do them. When complete you will have captured the actual times and success or failure of tasks for you to feed back into future iterations of your projects.

It also allows you to place all information relevant to the successful execution of the project in one place and provide easy and quick access to your colleagues without them having to install expensive software.


Getting started

The quickest way to understand what this tool can do for you is to watch the training video then try the demonstration logins.
  • Norman's access allows you to experience the website as a user. We recommend trying this one first.
  • Peter's access allows you to experience the website as a Project Manager.
There are two projects already loaded for you to try out:
  • The Making Coffee project is a short project that resets and repeats every 15 minutes, the tasks will automatically get completed by the website so you can see it update in real-time, random tasks will fail. Please feel free to change anything.
  • The Building Project is a longer project that resets and repeats once a day.



Once you have tried these out, you might like to create a subscription for your company, you can create your own users and try with one of your own projects. Projects are always secure in their subscription, users usually are too but in special circumstances you can allow users in other subscriptions whole or partial access.


In place help


Around the website you will find a little white i in a blue circle. Hover over this to get help specific to the field it is next to.

Plan Runner Project Lifecycle

Various people are involved in putting a plan through it's paces. The table below lists all the steps in running a plan through PlanRunner and who normally does them:

Subscription AdminProject ManagerResource(s)Step
Tick1.  Create a new space for the project on PlanRunner using the create project page
Tick 2.  Upload your project using the upload project page or by using the Sync Tool
Tick 3.  Set project options, manually match project resources to PlanRunner users if required using the admin project page
Tick 4.  Create new users and teams not on the plan using the maintain users page and the maintain teams page
Tick 5.  Complete tasks and fill in Actual timings on the view project tasks page
Tick 6.  Download your completed project including new actual timings and resources using the download project page or the Sync Tool
Tick 7.  Deactivate your project using the administer project page
Subscription Administrator
Create a new space for the project on PlanRunner using the create project page

Project Manager

Upload your project using the upload project page or by using the Sync Tool

Set project options, manually match project resources to PlanRunner users if required using the admin project page

Create new users and teams not on the plan using the maintain users page and the maintain teams page

Download your completed project including new actual timings and resources using the download project page or the Sync Tool

Deactivate your project using the administer project page


Resource(s)

Complete tasks and fill in Actual timings on the view project tasks page




Page layout

Every page on the website has four areas, they are highlighted with red, green, blue and brown dashed boxes in this screenshot:

Standard website page layout

The Red Title area

Clicking the website name will take you to the home page.
Click on help centre to open help for this page in another tab on your browser, the Help tab at the right of the blue area shows the same help but in a tab overlaying the current window. The website home page is slightly different and will take you to the top of the help system.
Finally the login section shows who is currently logged in and a logout link, or a link to login if no-one is logged in. Underneath the user name it shows their access level and if they are part of more than one subscriptions a drop down arrow that shows a list of the subscriptions they are a member of.

The Green Breadcrumb menu

The breadcrumb menu allows you to navigate around the website. The left-hand side shows where you are within the website, the right-hand side shows where you can go to. Depending on your access rights it will show different options. For example, the menu below is from the View Project page and is what the Project Manager sees:

Project Manager breadcrumb menu
This is where you are within the website This is where you can go

A normal user sees a different menu as several of the items on the Project Manager menu are irrelevant:

Normal user breadcrumb menu

The Blue area

This is where you will be presented with whatever the page is about.

The Brown footer area

An area for standard website links concerning your privacy, terms and raising support requests.



Plan Runner Website Navigation (a sitemap)

The pages you can access depend on the security level your subscription administrator has granted to you, the two most used are that of a normal user and a Project Mananger, these are shown below. There are many different types of user, click here to learn about them.

Click on a box below to go straight to help about that page.

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Resource Site map
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Project Manager Site map

  1. Home page: This is the main entry point to the website, it introduces you to the website and allows you to log in
  2. Login page: This page allows you to login to your user account
  3. Your home page: This displays a convenient list of the next tasks you have been allocated and a traffic light indicating whether you can proceed. It also displays a list of projects you have access to, clicking one of these takes you to the Project Summary page
  4. Edit your profile: Adjust your name and telephone number(s) as registered in the system
  5. Support and feedback: Send us a support request or some feedback
  6. Project Summary: When you select a project on the home page it takes you here. This page shows an overview of the project, the last five tasks completed and the next five. It also displays two progress bars, the first shows how far the project has progressed through its tasks, the second shows a timeline indicating how much time the project will take and how far it is along.
  7. Project Tasks: A detailed view of all the tasks in the project, completed tasks show green or red depending on whether they have passed or failed and blue if they are in progress. You can filter and sort the tasks being shown using the filter panel. Messages from the PM will appear at the top of the page.
  8. Create new project: A simple page allowing you to create a new project on the website
  9. Administer project: Allows the Project Manager to configure display and operational options for a project
  10. Import/Export: The upload and download pages allow a Project Manager to transfer their project plan to and from the website. The Synchronise project page allows downloading of a tool that sits inside Microsoft Project allowing easier transference of the project to/from the website. For a complete overview click here.
  11. Maintain users: A page allowing you to add, edit and delete the users in your subscription. For a full overview of user types click here
  12. Maintain teams: A page allowing you to add, edit and delete the teams in your subscription.
  13. Projects Overview: A page showing you the state of ALL of your projects.

Subscription Administrators

Subscription administrators also get access to the Subscription administration page.


Other pages

New subscriptions can be setup using the Create new subscription page.


Discussions

Several topics are discussed in detail on these pages:
A general introduction to Plan Runner
An overview of user types
An overview of the subscriptions and users model Getting Projects into and out of Plan Runner - Uploading, downloading and the sync tool
Time zones
Pricing model


We hope you find Plan Runner enjoyable and useful to use.
Any comments or improvements please email us at support@xentek.co.uk,
or use the support and feedback link you will find in the footer of every page.

Help