Phases
Phases represent the key stages of your development and production lifecycle. They appear as horizontal lines against the timelines in your Gantt chart, with each phase showing both projected and actual start and end dates.
Tip: Hover over the phase lines to see a text bubble displaying the phase name and dates.
Add a New Phase
Begin by selecting Settings > Phases. A pop-up window titled Settings - Phases will then appear.
To add a new phase, click the green [+ Add] button.
Note: Production Delivery is always visible by default within Phases and cannot be deleted, though it can be marked as inactive if not needed or hidden.
This is because the delivery dates entered in your Production Dockets in Z.Hub are linked to the Production Delivery phase in Z.Planner.
Enter the new Phase name.
You can also assign a colour to the phase using the colour dropdown.
Once complete, click [SAVE].
Once added, the phase will appear in your chart alongside your Projects or Products.
Dates can be added to a phase either through the Dates modal or via Bulk Actions. For details, refer to Dates Modal and Bulk Actions.
Delete a Phase
To delete a Phase, click the red cross next to the Phase you wish to remove.
A pop-up window titled Delete Phase will appear, displaying a warning message. If you are sure you want to permanently delete the Phase, type the word DELETE (in capitals) in the field provided.
Once completed, click [Perform Action].
Warning: Deleting a Phase will remove all dates and rules involving that Phase from all Product and Projects in your system. You should consider making the Phase inactive instead of deleting it.
Reorder Phases
To change the order of the Phases, click the re-order icon.
A pop-up window will appear with the following message regarding reordering phases. To proceed, type [REORDER] and then click [Perform Action].
Warning: Reordering Phases will remove all links between the Phases either side of where you move a Phase to. Please confirm that this is what you wish to do by typing the word REORDER (in capitals) into the field below.
Another pop-up window titled Rearrange Phases will appear. Drag and drop the phases to reorder them, or click the AZ button to sort them alphabetically. Once you're done, click [OK].
Milestones
Milestones highlight important dates in your timeline, such as a Lookbook Shoot, Show Day, or Factory Closure. They appear as vertical lines against the timelines in your Gantt chart.
Tip: Hover over the vertical milestone lines to see a text bubble displaying the milestone name and date.
Add a New Milestone
Begin by selecting Settings > Milestones. A pop-up window titled Settings - Milestones will then appear.
To add a new milestone, click the green [+ Add] button.
Enter the name of the milestone.
The date will automatically populate with todays date. You can type directly in the date field or click the calendar icon to select a different date.
You can also assign a colour to the milestone using the colour dropdown.
Once complete, click [SAVE].
- To sort milestones by date, click the Sort by Date button.
- To view new and existing milestones in a calendar format, click the calendar icon and a pop-up will display the calendar view. You can also add milestones directly to the calendar.
Tip: To go straight to a specific milestone in your calendar, simply select it from the Find Milestones dropdown in the top right-hand corner.
Once added, the milestone will appear in your Gantt chart within your timeline.
Add a New Milestone - Calendar View
To add a new Milestone from the Calendar view, click on the date where you'd like the Milestone to appear. A pop-up window will then open.
Enter the name of the milestone.
You can also assign a colour to the milestone using the colour dropdown.
Once complete, click [OK], and when you've finished, click [SAVE].
Once added, the Milestone/s will be visible under Settings - Milestones, it will also appear in your Gantt chart within your timeline.
Status
To set up and define your Status rules, start by selecting Settings > Status.
A pop-up window titled Settings - Status will then appear.
Define rules for each status by entering the number of days. Use either Less than or equal to or From X to Y days.
Once complete, click [SAVE].
Track Projects/Products using three status indicators: On Track (Green), At Risk (Amber), and Late (Red).
Use the toggle in the Views Modal to include or exclude items by status. For more information, see Views Modal > Status.
Tip: To view the status of a Project or Product in the Gantt chart, hover your cursor over the coloured dot.
Tip: To view the Status Summary, select it from the Actions Dropdown menu.