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PalmaPlan — the wiki ← PalmaPlan

The grid and columns

The left-hand panel of the editor — the one carrying phases, rows and their cells. This guide covers columns and row organization; the blocks they carry are in The timeline: blocks, links and milestones.

Columns

Every column header ("Activity", "Owner"…) carries a ⋯ button that opens its menu:

A status column carries its own list of values (name and color), set from the same modal as block colors — see The legend and the filter.

Typing into and formatting a cell

Click a cell to select it, click it again (or type directly) to edit it, confirm with Enter. Right-clicking a cell opens Formatting ▸ (bold, italic, strikethrough, text color, background color) and Comment the cell.

Rows: the right-click menu

Right-clicking a row (or its number on the left) opens:

EntryShortcut
Formatting ▸
Comment the cell
Insert a row above
Insert a row belowCtrl+↵
Insert a phase
IndentCtrl+→
OutdentCtrl+←
Move upAlt+↑
Move downAlt+↓
Copy the rowCtrl+C
Cut the rowCtrl+X
Paste belowCtrl+V
Closure on this row…
Add an absence…
Delete the rowDel

Indent makes the row a child of the one above: its numbering gains a level (a "2.2" row indented becomes "2.2.1"). A parent row with no block of its own shows, in the computed columns (start, end, duration), the period covered by its children. Outdent does the reverse — its descendants, if any, move up with it. Copy then Paste carries over everything the row holds (cells, blocks, markers, icons, comments, and links between rows copied together); pasted into another schedule, cells find their column by label and type — what has no match is dropped and named in the response, never silently recreated.

Closure on this row… opens the closure form directly, restricted to that row; Add an absence… opens “My absences”, a person's time off — see The calendar, closures and absences.

Activities as a tree

Dragging a row by its handle moves it: vertically it changes place, sideways it changes level, one notch per indent. An offset line shows where it will land and at what level; Esc cancels; on a touch screen, a long press picks it up. Its children move with it, and a single Ctrl+Z undoes place and level together.

A row that contains others becomes a summary activity: its label turns bold, it gets a chevron, and the timeline draws it a summary bar, from the start of its first child to the end of its last. You don't put blocks on a summary activity. If it still carries some of its own, a ⚠ says so, and the right-click Move its blocks into a sub-activity fixes it in one gesture.

The chevron (or Alt+← / Alt+→ on the keyboard) collapses and expands the activity. Collapsed, its row shows all its children's blocks in compact form. Collapse all folds phases and activities together; Levels collapses to level 1, 2… Folding is yours alone, in this browser; Set as default view keeps it for the other members. The print preview folds like your screen (otherwise like the default view); the XLSX export keeps the tree as an Excel outline, and its “+” brings collapsed rows back.

A phase's tint

Every phase (the group that gathers rows) carries, under its name, six tint swatches: clicking one recolors the whole phase's background in the grid — a visual cue, with no effect on the blocks' own colors.

What happens when you get it wrong

What this page doesn't cover