Configuration - Planner Source

The drop down box will show all Event, Task, Issue and Custom lists in the current site that have at least 2 date columns.

It will also show any Public views defined on that list by indenting the view name with a "-". For example in the screenshot to the right the "Shift Assignments" list has a view called "Day Shift"

If you choose a list based on an Event List template then the Start and End dates will be chosen for your automatically. If you chose a list based on another template then you have to select the date columns to use for the Start and End dates.

Note - Lists will only be included in the options if they have at least 2 date columns.

You can select which fields are used for the Category column (except for the Classic planner style) and the Label.

Labels will be displayed inside a Timeline or after a Milestone

Optionally, you can also display a progress bar by selecting a % field from your list.


If you choose the Use Initials option on the Category or Label fields then the full text will be reduced to Initials - useful if space is limited or the text represents names or well understood abbreviations. A tooltip will still display the full text.
The Always set to a full day option is useful in situations were only the date is set but you want that to represent the end of the day. For example in a staff absences list the users will likely only set the first day and last day of a holiday - leaving the time component set to 00:00 (midnight) - as shown here :-

Without this option selected a Gantt chart will appear to be short one day :-

With this option selected the Timeline will reflect the period from 4 April 2005 00:00:00 (midnight) until 15 April 2005 23:59:59 :-