Plan a project

Lay out how to reach your goal: tasks with dates on a timeline (Gantt), dependencies, checklists and progress. Next to them you see how saving towards goals from Home Finance is going.

Step by step

Create a project in the project list and open it.
New task: name, dates (you see the duration) and progress. Below: Details (person, priority, parent task, colour), Dependencies and Checklist — you add checklist items after saving the task.
Drag a bar to move a task, or its edge to change the start or end.
Right-click a task: edit, subtask, collapse, delete.
Set progress with the slider or in %. A task with subtasks calculates its own progress — longer subtasks weigh more.

Creating a plan in Plan Animation: the “Treasury bonds” project — a new task, dependencies, a checklist with % on the bars, a milestone and quarterly top-ups

Click New task — the window starts with the name, dates with duration and progress; below are Details, Dependencies and Checklist. Save adds a bar on the timeline.
Link tasks with dependencies: the next step starts after the previous one ends.
Open a task and tick off the checklist — the % on the bar goes up, and the parent task calculates its % from the subtasks.
Add a milestone, e.g. “First bonds”.
Add repeating steps as separate tasks with dates — here, buying more bonds every quarter.

The timeline

Day / Week / Month changes the scale. The Month view shows nearly a year. Your choice is remembered.
Arrows are dependencies: light grey — informational, dark grey — hard (moves the next task), red — the critical path.
Toolbar: task list, people column, expand/collapse all, today, weekends, Goals and the project team.

Financial goals on the timeline

The Financial goals section above the tasks shows each goal as a bar of months with the contribution plan from the Budget. The colour tells what happened: goal colour — paid, yellow — partly, red — no payment, blue — this month is pending, grey — planned. On the right: “saved / amount” and how much the plan is short of the deadline. Clicking a month opens the Budget. The Goals button hides the section.

FAQ

How do I link a project date with a savings goal?

Add a milestone with an amount — see A goal as a milestone.

Why can't I enter progress for a parent task?

It is calculated from the subtasks. Change the progress of the subtasks.

Can I start from a ready-made plan?

Yes — templates create a project, a goal and a contribution plan in a few minutes. A project can also be created from a mind map branch.