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ConceptDraw PLAN

ConceptDraw PLAN

What is ConceptDraw PLAN?

Open, view and analyze ConceptDraw PROJECT files (.cdpz) in your browser with ConceptDraw PLAN cloud-based collaboration solution. ConceptDraw PLAN is an online tool for collaboration on project files created in ConceptDraw PROJECT desktop software. It helps to organize effectively the collaboration of the project team on multiple projects from almost anywhere on almost any device.

ConceptDraw PLAN is designed to support a project manager and project team in developing a plan, managing project resources , following and analyzing project progress. It helps a project manager to watch online how multiple projects are going. Resource managers can use ConceptDraw PLAN to organize effective collaboration within a remote team. Using ConceptDraw PLAN enables investors and stakeholders always be in the loop of the current project status.

  • Upload ConceptDraw PROJECT file to ConceptDraw PLAN cloud storage;
  • View Gantt charts of your projects with popular Internet browsers;
  • Invite project participants and give them access to your projects;
  • Accept an invitation to join the project team;
  • Change the tasks completion value and enable others to do this;
  • Analyze the usage of the same resources in the different projects;
  • Identify resource overload and underload;
  • View a list of tasks of one or more projects in scheduler mode;
  • View properties of the project, project calendars, and resources.
  • How to Upload Project to ConceptDraw PLAN Storage

    Start using ConceptDraw PLAN from uploading to the repository at least one project file. You can upload multiple files of cdpz format. The exact number of project files as well as the number of users you can invite to collaborate on your projects, depend on the type of your ConceptDraw PLAN license.

    1. Open Project Page tab, and click the Upload Project tile.

    2. how-to-upload-to-conceptdraw-plan
    3. Select ConceptDraw PROJECT file (CDPZ) on your computer. and press “Open”. If you need to upload several files, you should select files one by one.
    4. Tiles of projects that you upload yourself are located in the “Created by me” section.

    How to Invite a New Participant to Your Project

    Communication is key for successful project. ConceptDraw PLAN allows you to seamlessly connect everyone involved in your projects to keep your team working at the same page. You can invite participants to your projects and assign them roles and role-depending permissions. Each person you invited to your project is considered as a user within your ConceptDraw PLAN license, regardless of his own.

    1. Open ConceptDraw PLAN. The Projects page will be opened by default.
    2. Select Created by me tab and click the desired project tile. The project will be opened in the Gantt chart view.
    3. Select Manage Users menu (1). Enter email, user name and press the "Add User" button (2).

    4. how-to-invite-conceptdraw-plan-user
    5. Set the user’s role in the project (1). When you invite a user to a role of Resource Manager, you should select one or more resources from the list (2).

    6. how toi nvite project user
    7. The user will get a notification, when he has been assigned the role of Guest or Resource Manager.

    The notification contains the following items:

  • Project name (1)
  • User’s role and Date and time of the appointment (2)
  • List of resources he can manage (for Resouce Manager) (3)
  • Button that the user clicks, if agreed to accept the invitation (4)