Create a Visual

Once your plan has been successfully uploaded, you will see it in the list of uploaded plans on the "Manage Plans" page. At the right hand side there is a button to "Manage Visuals" which will allow you to view, amend and add new visuals for this plan.

You can have more than one visual for the same plan, which may be useful if you want, say, a milestone view for one senior management meeting and a slightly more detailed view for your project working group meetings.

To create a new visual for a plan:

• Click on the Manage Visuals button on the line corresponding to the plan you want to add a new visual for.
• You then have the option to add an auto-generated visual or add a default (blank) visual.

NOTE: The auto-generated visual is a new and experimental feature. It attempts to work out which activities to add to the visual and which swimlanes to add based upon the structure of your plan. For plans with a clean structure and not too many high level activities, the algorithm gives a reasonable starting point for your visual a lot of the time. But if your plan is very complex or has a lot of activities at the top level, the algorithm will struggle to work out the best layout.

Feel free to try this option and also feel free to feed back on how will this worked for you.

Whether you choose the Add Default Visual or Add Auto Visual, once the visual has been created you will be taken to the Edit Visual page which allows you to add or remove activities to the visual, move activities within a swimlane or to a different swimlane, add timelines or move timelines or swimlanes, and also to download an image of the visual.