![]() If you are setting up a server account for collaboration, choose either Omni Sync Server or WebDAV. To add additional accounts after the first, click the Add Account (+) button in the lower left of the window. When you connect to a server account for the first time, the window presents a guided setup mode for choosing the account type and entering the relevant login information. The Server Accounts window ( OmniPlan > Server Accounts) is where you’ll associate new server accounts with OmniPlan, manage your existing accounts, and view and retrieve project files from your servers. These features are grouped around their respective themes in the OmniPlan-wide Server Accounts window (described here) and in a project’s individual Sync & Sharing Options. There are two things you need to establish in order to collaborate with others on an OmniPlan project: your app-wide server account settings, and the sharing settings for the individual project file. ![]() From there you can either begin collaborating on projects already hosted by the server, or start hosting new projects by configuring their Sync & Sharing Options. ![]() Once you have a server in place, use the walkthrough in the following section to connect to your first sync account. If your project has more stringent data security requirements, you can set up a private WebDAV server that you wholly administrate to act as the host for your shared projects instead. Omni Sync Server is a hosting solution that meets the needs of most users. If you don’t have a server set up and would like a free, secure option, you can create an Omni Sync Server account to host your shared OmniPlan projects. Balancing Resource Loads Across Projects.Using Simulations to Estimate Milestone Completion (Pro). ![]()
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