Omniplan revirw7/25/2023 ![]() To collaborate on this project it will have to be stored on a server so others can access it. Choose Collaborate as the action type, then click Next. You'll see that you can perform a variety of automated tasks when sharing (publishing) your project we'll focus on collaboration for now. Click the Plus button to add a new one and choose from among the available action types. The list of share actions for your project starts out blank. Click Continue to set up sharing for the project. ![]() Since this example has multiple contributors, we'll choose Advanced Sharing instead. If you choose Basic Syncing you'll be directed to the setup process for OmniPresence or iCloud storage-two great options if all you need is a remote place to keep your files. When you first set up sync and sharing for a project, you'll see two options: Basic Syncing and Advanced Sharing. You'll be publishing changes you make to your shared server, which other editors will subscribe to (and vice versa). With OmniPlan 3.10 and later, set up the sync actions for your project using the new Sync & Sharing sheet ( Project > Sync & Sharing Options).įor this walkthrough we will assume you are starting with a brand new server account (set up in the Server Accounts window above) and a fresh project that you want to work on collaboratively with others. Once you have a server account set up, you can begin syncing your project files with it to collaborate with other editors on your project. Removing an account doesn't delete its contents on the server it just deletes it from the list of servers you have connected to OmniPlan.įile Metadata-This section displays information about the project file: its unique ID, its size, the size of the associated changelog file (for change tracking), and when the file was last truncated. Start Date, End Date, Last Modified-The dates when the project is scheduled to start and end, and the date it was last modified by any user with shared access to it.Ĭompleted-The percentage of overall work on the project that has been completed.Īdd Account, Remove Account-Click the Plus button here to add a repository account, and the Minus button to remove an existing account. Load-This column indicates, by the presence of a vertical bar graph icon, whether the project shares its resource load information with other projects in the repository for the purposes of leveling resources across projects. Project Name-The name of the project file. With an Omni Sync Server or WebDAV account selected, the list shows all projects that have been published to the repository, and the following information about them: ![]() ![]() To edit an account, select it and click Edit Account. To add an account, click the Add Account (+) button below the list. Choose an account in the list to see the projects or calendars it contains. The Accounts list shows your Omni Sync Server, WebDAV, CalDAV, and Google Calendar accounts by name. Choose OmniPlan > Server Accounts to see and manage your shared OmniPlan projects. ![]() Once you have an account set up and have begun publishing and subscribing to projects or calendars, you can use the Server Accounts window to manage your repository accounts and shared projects. ![]()
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