Hi everyone what is the best way to inform all the resources in a project of the planned schedule? I am used to using scheduling software from co-construct of builder trend which automatically sends updated schedules out to the resource group assigned to a job, but not sure how to do it in OmniPlan?
Hey Randy. Not sure that I’m going to be much help here. Seems like OmniPlan users are a little out in the wilderness, not much engagement for some reason on the forum, Youtube, etc. I’m just starting to use it. Migrating over from Merlin Project. Giving OP a try as I am an OmniFocus user. …anyway, to your question, have you looked into multi-user collaboration …I haven’t used it with others. I’m a silo’d Mac in a Windows office environment, but it seems like is has potential to address your need with team collaboration.
So far, I have simply been printing to PDF and distributing to my teams that way.
“Filter Tasks” may also be helpful. You can filter on resources to tailor views for specific team members.
Afraid that’s all I’ve got. Hopefully, your post will get better engagement.
Good luck.
Hi thanks! Yes it seems that either only 2 or 3 people actually use Omni Plan, LOL, or maybe the user group is such a powerhouse group of coding geniuses, they just don’t need any help. I love the software though. I was an early Merlin user then got certified in MS project; then used dedicated construction software for quite a while in a large org; now my boutique operation is just me and some subcontractors. Communicating to them is the one clunky part in Omni. I have set up some filters and also Support showed me how to set up some custom fields in the Resource tab to help isolate, and then like you I make PDF’s, sometimes just from screenshots. It’s working ok. The other thing I am doing is integrating data from my excel budget into Omni so i can show anticipated cash flow, and that is exciting - manual process but exciting. Thanks for your comment !
Not sure if this helps with your cash flow information but, if cost correlates to invoicing/cash flow, setting Interval Tracking to “Interval Cost” provides a nice summary in the header of monthly cost.
Hi, yes I learned this from the support gurus, and it is super helpful. At present I set it up manually from my excel budgets, and try to watch it as the budgets change a bit through normal job activities. I have set up some custom filters for materials purchases vs. internal labour etc, and its quite useful.
