Wondering which button to push to get exactly the information you need? With vPlan's advanced features, you can tailor your planning to fit your needs. Explore how to use filters, preferences, and views to optimize your workflow. From personalizing views to setting up dynamic planning periods, this guide will help you get the most out of vPlan.

What does which button do?

Planboard and settings menu

List

Calendar

Timeline

Kanban

Filters and preferences

Using the filters and preferences, you can easily decide what you want to show or not show on your planning in the different views of vPlan.

Preferences

In the timeline, kanban and calendar views of vPlan, you can determine which information is shown or hidden in your view. At the top right of the toolbar of the timeline, kanban and calendar view you will find the Preferences button in the form of an eye: .
This allows you to show or hide certain information. How this works in the different views you can read here per tab.

Calendar

When you click on the preferences button, the menu opens with all the possible options you can show or hide, along with a slider. If the slider is active (purple) then the information is shown on your plan board. If the button is inactive (gray) then the information is hidden.

The options are divided into a number of categories with below them the options you can show or hide:

Planboard

Capacity
Show or hide the capacity bars in the calendar.
Resources
Show or hide the resources in the stage view of the calendar.
Unavailable days
Show or hide unavailable working days in the planboard.
Week number
Show or hide the week number in the plan board (top left).

Capacity

Employee
Show or hide employee capacity in the stage view of the calendar.
Machine
Show or hide machine capacity in the stage view of the calendar.
Space
Show or hide space capacity in the stage view of the calendar.
Total
Show or hide total capacity per day.

Resources

Planned
Show or hide planned resources.
Available
Show or hide available resources.
Unavailable
Show or hide unavailable resources.
Absence
Show or hide leave and absence in your calendar.

Cards

Name
Show or hide the title on cards.
Customer
Show or hide the customer on cards (only available for integrations).
Planned
Show or hide the description on cards.
Planned
Show or hide the planned date on cards.
Due date
Show or hide the due date on cards.
Activities
Show or hide assigned activities on cards.
Resources
Show or hide resources on cards.
Labels
Show or hide the labels on cards.
Errors
Show or hide errors on cards.
Status
Show or hide status on cards.
Stage
Show or hide the stage on cards.
Cover
Show or hide the selected cover image or color on cards.
Totals
Show or hide totals on cards (number of hours, number of resources linked, number of attachments, number of responses).

Number of cards
With this menu you can indicate how many cards you want to see per resource or stage by default on your planboard. This prevents unnecessary scrolling in your planning and keeps your overview. If you have more cards in a stage or resource, the rest will be hidden under a drop-down menu. You can always open that menu by clicking on Show more.

Timeline

When you click on the Preferences button (eye) in the upper right corner of the Timeline, the menu opens with all the possible options you can show or hide with a slider next to it. If the slider is active (purple) then the information is shown on your plan board. If the button is inactive (gray) then the information is hidden.

The options you can enable or disable are:

Today
Show or hide the purple line that displays today.
Rulers
Show or hide the lines between days.
Dependencies
Show or hide the lines connecting dependent collections.
Capacity
Show or hide the capacity graph.
Create new card
Show or hide the possibility to create new cards.
Due date
Show or hide the red line representing the expiration date.
Resources
Show or hide the allocated resources in a strip.
Tooltips
Enable or disable the option to see tooltips.
Errors
Show or hide warnings that vPlan issues in certain situations (such as exceeded due date or wrong stage order).

Kanban

When you click on the Preferences button (eye) in the top right corner of the Kanban view, the menu opens with all the possible options you can show or hide and a slider next to it. If the slider is active (purple) then the information is shown on your planboard. If the button is inactive (gray) then the information is hidden.

The options you can enable or disable are:

Name
Show or hide the title on cards.
Customer
Show or hide the customer on cards (only available for integrations).
Description
Show or hide the description on cards.
Planned
Show or hide the planned date on cards.
Due date
Show or hide the due date on cards.
Activities
Show or hide assigned activities on cards.
Resources
Show or hide resources on cards.
Labels
Show or hide the labels on cards.
Errors
Show or hide errors on cards.
Stage
Show or hide the stage on cards.
Parent card
Show or hide parent cards
Cover
Show or hide the selected cover image or color on cards.
Totals
Show or hide totals on cards (number of hours, number of resources linked, number of attachments, number of comments).

Filter

In addition to the preferences, you also have the Filter, which can be found under the funnel icon: .
Want to quickly see all cards with a particular label? Or do you want to hide completed cards? Do you want to control which time period you see in the calendar? You can do all that using our filters.
Filters allow you to quickly and easily show relevant cards.

When you click on the filter, a menu appears with the options you can filter on. You can filter on multiple data from one or more columns. Only the data you choose in your filter will be visible in your planning. This way you only see the data you want to see.

You can filter on the following data:

Stages
If you select one or more stages, only the cards that are planned on the selected stages will be displayed. Stages that you have not selected in your filter will no longer be shown.
Statuses
When you select one or more statuses in the filter, only those cards are shown that match your selected status. Cards with other statuses will no longer be shown.
Resources
When you select one or more resources in the filter, only those cards are shown that are assigned to the resources you selected. Resources other than the selected resources are no longer shown.

Tip

Need to quickly find a specific resource to filter on? There is a search bar at the bottom of the resources column. Start typing here and the right resource will be found in no time!

Labels
When you select one or more labels in the filter, only those cards will be shown in which the labels you selected are enabled. Cards that do not contain your selected labels will no longer be shown.
Date
When you select a date or period in the filter, only those cards are shown which are or were planned on that date or in that period. When you select the option 'All time' in this column, no date is taken into account. Cards are shown regardless of what date they were planned on.

Tip

When you open the calendar under 'Date', you can filter the calendar view on your own chosen specific period. You do this by clicking on a date as a starting point and then clicking on another date in the future. You'll see a gray bar appear over the selected period. When you click 'Apply' you will see all the cards within your selected period.

Once you have made your selection and applied your specific filter, only the cards that match your settings will be shown. Click Apply to see your result in your planning.
You can see that the filter icon has changed. There is a red dot with a number next to it. This tells you that a filter is active with the amount of settings chosen.
The set filter will be saved until you change or reset it. To reset a filter, click on the filter button and then on Reset all.

Select period and dynamic date range

In vPlan, you determine the period in which you view the planning. You can choose and save your own period, or quickly use vPlan's default periods. In this article, we briefly explain how the default periods work.

Choosing default periods

In vPlan's list, calendar and kanban views, you can set the period to day, week or month with default period buttons. In addition, the list and kanban view of vPlan also have the option for year.

Tip

When you first open the kanban view you won't see any period buttons. You can make the buttons visible by choosing a default date in vPlan's filter.

Once you have chosen a default period, you can navigate to the next or previous period using the arrows to the right of the period buttons. Clicking today will take you back to the current period (this week, this month, or literally today). You can also use the arrows on your keyboard (left and right) to navigate to the next or previous period.
It is also possible to use hotkeys to quickly change periods. These are the hot keys: 'D', 'W' and 'M'.

D: Go to period Day
W: Go to period Week
M: Go to period Month

Dynamic date range

vPlan has a number of default periods in which you can view your planning. In the calendar, for example, you can choose between day, week and month. There are also some advanced options in vPlan's filter, such as: next 14/30/90 days, and so on.
You can also choose your own time period using the date picker at the top of the filter. In this chapter, we explain how you can choose your own periods and have them be dynamic.

When you click open the filter you can choose some default periods in the top right corner. But you can also select a period yourself by opening the start and end date and selecting a new period in the calendar. When you click on the from - to date at the top of the date filter a calendar opens where you can select your own period.

By default, this is a fixed period that does not move with time. If you want vPlan to make your selected period move with you, after selecting a period you can enable the Dynamic date range option at the bottom right of the filter. If you then save the filter, your selected period will move with it by 1 day every new day.

Suppose you always want to see the planning 5 workdays ahead, regardless of whether there is a weekend in between. You can then select a period from Monday to Monday as in the example below. Of course you turn on the Dynamic date range option as well.
When you log in the next day, vPlan will automatically change your planning period to Tuesday to Tuesday one week later. One day later it will become Wednesday to Wednesday one week later.

If you always like to look back one day in the planning, you can do that too. You choose a from-to period from 1 day in the past to, say, a week in the future. This way you keep track of the work that had to be completed yesterday.