Try It!


You can now consistently synchcronise your Planner Premium project schedule with Altus to eliminate the double handling between these tools.

Let’s learn how to maintain a project wit Planner Premium task assignments so you can seamlessly communicate progress for updates, time tracking, and resource planning in Altus.

To set-up a new project with Planner Premium tasks:

1. In the Projects area, click + New and provide information using the New Project quick create form.
   
   
2.  Select Planner Premium from the Project Schedule drop-down menu options.
   
   
3.  Select the New Plan radio button from the Do you currently have an existing Planner Plan, or would you like to create and link a new one here? option.
   
   
4. Select Premium for the plan types option.
   
   
5. Unless you want to update the default name of the Project plan in Altus, leave it unchanged.
   
   
6. Finally, click Create to complete the process.
   
   
   Important: Once the process is complete, a new project will be created in Altus and a blank Planner Premium schedule will be automatically linked to it.
   
   
   

To manage your schedule in Planner Premium from the Altus app:

1. Click the Link to an External Project button then the name of your Planner Premium plan.
   
   
   Note: This will open up a new tab and launch the linked schedule in the Planner Premium app.
   
   
2. Once the schedule is built in the Planner Premium app, it automatically saves the changes.
   
   
   Tip: Wait up to 5 minutes for the synchnorisation between Planner Premium and Altus to complete.
   
   
3. Verify the Last Sync timestamp within the project in Altus and verify the updated synchronised tasks using the Timeline view under the Tasks tab.
   
   
   Note: The synchnorised tasks in Altus remain read-only which allows you to maintain the schedule only in the Planner Premium app.
   
   
   

To link an existing Planner Premium schedule to a project in Altus

1. Click the Link to an External Project button.
   
   
2. Select Planner Premium from the Select an external system drop-down menu options.
   
   
3.  Select the Existing Plan radio button from the Do you currently have an existing Planner Plan, or would you like to create and link a new one here? option.
   
   
4. Look up the name of the existing Planner Premium schedule from the Select Plan list.
   
   
5. Finally, click Create to complete the process.
   
   
   Tip: Wait up to 5 minutes for the synchnorisation between Planner Premium and Altus to complete.
   
   
6. Verify the Last Sync timestamp within the project in Altus and verify the updated synchronised tasks using the Timeline view under the Tasks tab.
   
   
   Note: The synchnorised tasks in Altus remain read-only which allows you to maintain the schedule only in the Planner Premium app. Nevertheless, you can create multiple baselines of the synchronised tasks within Altus, track time againist them using Timesheets, and create a resource plan from these tasks.
   

To unlink an existing Planner Premium schedule from a project in Altus:

1. Click the Link to an External Project butto then select Unlink.
   
   
2. Choose either to Delete synced tasks or Leave tasks in place then Unlink.
   
   
   Note: If you choose to delete synced tasks, the schedule in Altus will become blank. If you choose to keep the tasks in Altus, they become editable and you can maintain those tasks in Altus going forward.
   
   
   

Read: Altus Integration – Planner