Free Video Tutorial: OmniPlan Fundamentals - Apple Mac, iPad & iPhone Tutorials from ScreenCastsONLINE

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Tutorial Description

In the project management world, Microsoft Project has long been the standard for project managers using Windows. When Lee started freelancing as a Project Manager and a Mac user, options were limited. OmniPlan was the best option available and finally, he gets to cover it on ScreenCastsONLINE. Lee walks through the fundamentals of the application and shows how it can be applied to home as well as work projects. You learn how to automatically schedule tasks, create dependencies, resolve violations and create baselines to ensure you are keeping to task.

Please note: This video covers the Standard version of OmniPlan, and not the Pro version.

Minimum system requirements for OmniPlan: macOS 12.0, iOS or iPadOS 16.0, visionOS 1.0 or newer.

The full tutorial covers:

  • Pricing [00:01:12]
  • Creating a New Project [00:02:51]
  • Creating Tasks [00:05:20]
  • Creating Groups of Tasks [00:06:40]
  • Sequencing Tasks [00:08:25]
  • Violations [00:11:50]
  • Completing Tasks [00:14:50]
  • Adding Notes to Tasks [00:15:25]
  • Splitting Tasks [00:15:47]
  • Working with Constraints [00:16:57]
  • Configuring Lag Time [00:19:46]
  • Working with Resources [00:21:27]
  • Milestones [00:27:53]
  • Using Recurring Tasks [00:28:51]
  • OmniPlan Inspectors [00:29:38]
  • OmniPlan Inspectors - Milestone [00:32:04]
  • OmniPlan Inspectors - Resource [00:33:05]
  • OmniPlan Inspectors - Style [00:36:27]
  • Using Filters [00:39:11]
  • Setting Baselines [00:42:37]
  • Levelling and Rescheduling [00:44:48]
  • Outline View [00:46:53]

App Store Links:

OmniPlan - App Store

Show Links:

OmniPlan - Product Page

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Video Tutorial Comments

(2 comments posted)

Ian Townsend

Thanks Lee for an informative tutorial.
I have used Omniplan 3 for a long time. Before I retired I needed to review Microsoft Project files on my Mac, and that required OmniPlan Pro. Since I retired I have continued using OmniPlan for personal and community projects, but could never justify the cost of upgrading to version 4 Pro. I tried (much) cheaper alternatives, and although they met my basic needs, I prefer OmniPlan. I have used and value all Omni's software, but their steep price increases have probably pushed them beyond the budget of many non-commercial users.
Having seen the improvements in V4 vs V3 in your screencast, and hearing your comments about Standard vs Pro, I have since downloaded the trial version. I am tempted to upgrade to the V4 standard as I no longer need the Pro features. I use OmniPlan a lot, but buying it at half price as an upgrade is still a tough decision.

Reply

Lee Garrett

Hi Ian,

Thanks for the comment. I too started out using OP for converting MS Project files as well! Expensive way to do it but it worked. There is so much that the Standard version is good for, unless you are into high-end Project - and moreso, PROGRAMME work, it's good enough for most people. However if you need the features that Pro has to offer, I think it's great value for what you get. That said, if OP3 does what you need, it's a lot to justify upgrading.

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