You can access Z.Planner from the dropdown menu in the top-left corner of your screen.
By default, Z.Planner will open in a new browser tab.
- Views
- Filters
- Settings
- Find Project/Product
- Actions
- Expand Collapse
- Today
- Dates
- Weeks/Days
- Zoom -/+
- Project Name/Product ID
- Select/Deselect Row
- Notes
- Dates
- Timelines
1. Views Modal
When you enter Z.Planner, the first thing you'll see is the Views modal. This modal controls the data displayed on the Gantt chart.
For more information, see the Views Modal.
You can set the Views Modal to open automatically when entering Z.Planner by selecting the Always Open When Starting Z.Planner checkbox, located in the bottom-left corner.
2. Filters Modal
The Filters modal lets you filter data from both Z.Studio and Z.Hub, allowing you to customise whats displayed on your Gantt chart.
3. Settings
For more details including how to add Phases & Milestones, please see Settings - Phases & Milestones
Phases
Phases represent the key stages of your development and production lifecycle. They appear as horizontal lines against the timelines in your Gantt chart, with each phase showing both projected and actual start and end dates.
Production Delivery is always visible by default within Phases and cannot be deleted, though it can be marked as inactive if not needed. This is because the delivery dates entered in your Production Dockets in Z.Hub are linked to the Production Delivery phase in Z.Planner.
Milestones
Milestones highlight important dates in your timeline, such as a Lookbook Shoot, Show Day, or Factory Closure. They appear as vertical lines against the timelines in your Gantt chart.
4. Find Project/Find Product
You can locate Projects or Products on the grid using the relevant dropdown menus, either by selecting from the list or by searching directly.
Projects relate to the collection Projects created in Z.Studio, while Products refer to your Product Costings in Z.Hub.
5. Actions Dropdown
- Select All - Select all records on the Gantt chart
- Clear All - Clear all records on the Gantt chart
- CSV Download
- Bulk Actions
6. Expanded View/Collapsed View
Example of Expanded View
Expanded View is the default setting.
Example of Collapsed View
In addition to switching to a collapsed view, you can also collapse individual columns by clicking the arrows.
If the Image column is collapsed, click the image icon to open a larger view of the image.
7. Today
Click [Today] to center the today marker on your screen. The today marker appears as an orange dashed vertical line in the Gantt chart.
8. View by Date
To move a specific date on the Gantt chart, click the calendar icon and choose the desired date.
9. View by Days/Weeks
Click the dropdown arrow to switch between viewing by Days or Weeks.
Example view - Days
Example View - Weeks
10. Zoom - / +
To zoom in or out of the Gantt chart, use the plus (+) and minus () buttons.
11. Project Name/Product ID
In the By Collections view, for any Projects not yet published from Z.Studio to Z.Hub, the Product ID in the following column will be blank.
Example - Collections View (Z.Studio)
Example - Seasons View (Z.Hub)
For Projects published from Z.Studio to Z.Hub, the Project Name from Z.Studio will appear in the By Season view, while the Product ID will continue to display in the following column.
12. Select/Deselect Row
13. Notes
To add a Note to your Project/Product, click the Note icon. A pop up window will appear with a free type field for your notes. After entering your note, click [SAVE] to apply.
Notes - Split Colours
To add a note for a specific colourway, choose the colourway from the dropdown menu, enter your note, and then click [SAVE].
Notes - Group Colours
To add or copy a note across all colourways, select Group Colours. Choose the colourway you want to copy or add notes from in the dropdown menu, click OK, enter your note, and then click [SAVE].
Switching from Split Colours to Group Colours will copy the Notes from the selected Colour to all Colours in the Group.
Any Notes assigned to other Colours will be overwritten and permanently lost.
14. Dates Modal
To open the Dates modal within your Project or Product, click the calendar icon, select a specific phase name (for example, SMS), or click directly on the phase line in the timeline. The Dates modal will then open in a pop-up window.
Clicking on a specific phase name or timeline will highlight that phase within the Dates modal.
You can also access the Dates Modal from within an individual Project in Z.Studio or a Product Costing in Z.Hub.
Within the Project or Product Costing, a green calendar button appears at the top left. Click this button to open the Dates Modal.
15. Timelines
Start and end dates entered in the Dates Modal will appear as horizontal coloured timelines on the Gantt chart.
Each Phase (where applicable) will display two lines on the Gantt chart:
- The lighter line represents the Projected Dates.
- The darker line represents the Actual Dates.
Hover over each line to view the Phase name and its corresponding dates.
Example - Projected Timeline
Example - Actual Timeline
If a Phase has a start date entered in the Dates Modal but no end date, the bar on the Gantt chart will fade out with a gradient effect. To add an end date, enter it in the Dates Modal.
