Documentation
TPLANNER User Guide
Everything you need to know to get the most out of the platform.
🚀 Getting started
Create an account
Sign up with your email address. The Starter plan is free and does not require a credit card.
Create your first project
From the main dashboard, click '+ New project'. Assign a name, description and start/end dates.
Set up the calendar
In the 'Start' tab define the working days, shifts and holidays for the project.
🏗️ WBS — Work Breakdown Structure
Add activities
Use the '+Root' button to create first-level activities. With '+↓' you add sub-activities (up to 7 levels).
Edit fields
Click the '✎' icon on any row to edit the name, dates, duration and progress.
Predecessors
Enter the predecessor activity ID (e.g. '3' or '3,5') to create automatic dependencies in the Gantt.
Activity types
Each activity can be Civil, Electrical, Mechanical, Instrumentation or Other. The type assigns a color in the Gantt.
📅 Schedule — Gantt
Navigate the Gantt
Use the Month/Week/Day buttons to change the time scale. The +/− buttons adjust the zoom level.
Baseline
Click 'Set BL' to save the original schedule. You can add up to 5 additional control baselines.
Critical path
Activities on the critical path are automatically highlighted in red based on CPM calculation.
Search activities
Use the search field in the Gantt header to filter activities by name.
💰 Costs and EVM
Enter costs
In the 'Costs' tab assign the planned cost (BAC) per activity. The actual cost is updated with progress.
Earned Value (EVM)
The system automatically calculates PV, EV, AC, CPI, SPI, CV, SV and EAC/ETC projections.
Status indicators
CPI and SPI are shown with traffic lights: green (≥1.0), yellow (0.9–1.0), red (<0.9).
📊 Reports
Export to PDF
In the 'Report' tab, select the sections you want to include and click 'Print / PDF'.
AI narrative
The executive narrative automatically analyzes the project status using AI. Requires API key configured.
👥 Collaboration (Enterprise)
Invite members
In the project header, click '👥 Members'. Enter the collaborator's email and assign a role: Admin, Editor or Viewer.
Roles
Admin: full access. Editor: can edit the project. Viewer: read-only.
Audit history
The 'History' tab shows all changes with date, user and details of what changed.