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Customize Fields and Display Content

QuickPlanX allows you to customize projects for your business needs by choosing which data your project should manage. You can specify task field visibility in the Table View and Inspector, and customize display content in the Gantt Chart, Tree, and Column Views.

Project Customization

Fields​

Determine what type of information your project will manage. Select from a variety of field types to include the data fields relevant to your business needs and requirements.

There is no universal standard for the information to be managed in a project. Your requirements may differ from others, or you may have varying data needs for different projects you create. QuickPlanX has been designed to accommodate your specific situation rather than limiting you to fixed information fields. You can choose from a wide range of different data field types and configure each field to change its display title, determine its input limitations, and more. See the details

Field Visibility​

You can select which fields will be used in the project and made visible in the table view and inspector. See the details

Field Display Title​

You can customize the display title of the fields. See the details

Field Display Order​

You can change the display order of the fields in the list and inspector. See the details

Display Content​

Task Display in the Gantt Chart​

You can choose which fields should be visible within the tasks on the Gantt chart. See the details

Task Display in the Tree View​

You can choose which fields should be visible within the tasks on the tree view. See the details

Task Display in the Column View​

In addition to the name field, you can choose an additional field to be displayed within the tasks in the column view. See the details

Customization Access​

  • To configure the current project, tap the ··· button on the toolbar (or the project name on the toolbar on iPad and Mac) and select Project Settings.

    Project Settings Menu

  • On Mac, you can also use the shortcut ⌘. to open the project configuration.

    Keyboard Shortcuts

Core Philosophy: Capability and Extension​

QuickPlanX is positioned as a specialized Project Scheduling tool. In professional project management workflows, distinct responsibilities are often best handled by dedicated tools. QuickPlanX is not intended to replace this ecosystem; rather, its goal is to deliver the most essential and stable scheduling capabilities within its specific scope.

Core Capabilities​

The essence of a scheduling tool lies in its ability to articulate a plan clearly and maintain its computability. QuickPlanX focuses on:

  • Structuring tasks via a Work Breakdown Structure (WBS)
  • Establishing logical task dependencies and relationships
  • Defining precise timelines and periodic constraints
  • Allocating resources effectively
  • Calculating schedule-driven Work and Cost

It is important to clarify that "Work" and "Cost" in QuickPlanX are task-level scheduling concepts. They exist to support planning calculations, not to replace comprehensive financial management or budgeting systems.

Extended Functionality​

To enhance utility without compromising core stability, QuickPlanX offers flexible extension fields (e.g., photos, contacts, revenue, misc. costs). These features are designed to streamline communication, documentation, and reporting, rather than to manage those domains independently.

For instance, while you can record "Misc Cost," QuickPlanX provides data entry and basic aggregation for this field. It does not attempt to be a financial ledger. Expanding QuickPlanX into a general-purpose management system would dilute its effectiveness as a specialized scheduling tool—a precise trade-off we make to ensure the app remains focused and performant.

Principles of Extensibility​

Technically, features can be expanded almost indefinitely, but a disciplined product must respect boundaries. When evaluating user requests—even reasonable ones—we adhere to strict criteria:

  • Preserve Core Semantics: Extensions must not complicate the fundamental logic of project scheduling.
  • Defined Scope: Features must have clear limits (avoiding "feature creep").
  • Optionality: Complexity should not be forced upon users who do not need it.
  • Controllability: We avoid introducing open-ended modeling capabilities that degrade usability.

We deeply value user feedback and use-cases, as they anchor our development in reality. However, implementation decisions are ultimately guided by our commitment to the tool's long-term consistency and maintainability.

Flexibility within Focus​

Our primary commitment is to provide a reliable Project Scheduling experience. Within that framework, we offer flexibility to optimize your existing workflow—reducing repetitive tasks in reporting and documentation.

We understand that what is critical for one project may be superfluous for another. To maintain a clean and efficient environment for all users, we must carefully curate features rather than aggregating every possible function. QuickPlanX aims to complement, not replace, the other specialized tools you rely on.

Conclusion​

QuickPlanX is designed to be a powerful component of your project management toolkit. By excelling at scheduling and minimizing the friction of related reporting, we aim to provide high value where it matters most, leaving other specialized domains to the tools best suited for them.