Task MOD0099CA

• Project (Idea, Proposal) panel Schedule Click on the link on the ID of the required task or select the Edit task context menu command Task
• Project (Idea, Proposal) panel WBS Click on the link on the ID / on the WBS code of the required task or select the Edit task context menu command Task
• Project, Proposal panel Progress Click on the link on the ID of the required task or select the Edit task context menu command Task
• Program panel Schedule Click on the link on the ID of the required task Task
• Employee Own Planning Employee Board My Activities open the required status area click on the link in the Task name field in the Task name category or select the Edit task Task context menu command

• Project (Idea, Proposal) Schedule Click on the link on the ID of the required task or select the Edit task context menu command Task
• Project (Idea, Proposal) WBS Click on the link on the ID / on the WBS code of the required task or select the Edit task context menu command Task
• Employee Own Planning Employee Board My Activities open the required status area click on the link in the Task name field in the Task name category or select the Edit task Task context menu command
• Progress Click on the link on the ID of the required task or select the Edit task Task context menu command
• NEW Program panel Schedule Click on the link on the ID of the required task Task

• Users with multi-project manager or multi-portfolio manager or multi-project/request manager rights and the managers of the respective project are allowed to edit task data.
• NEW Persons who do not have write rights but who are assigned to the task as resources can record or edit some data, e.g.
  • task description
  • documents
  • todo items

• Users with multi-project manager or multi-portfolio manager or multi-project/request manager rights and the managers of the respective project are allowed to edit task data.

Lock Task

Procedure

• Tasks can be locked against the recording of hours worked, expenses, km, etc. by activating the Lock task checkbox.

Note

• If the recording of hours worked is prevented on project level by the Locked code in the Project Core Data module, this lock cannot be canceled by deactivating the Task locked code.

Define Task as a Milestone/Master Milestone

Procedure

• Tasks can be defined as milestones or master milestones (gates) in the Milestone field.
  • If a task has been defined as a milestone or master milestone, some specialties must be considered when it is planned (duration, requested dates). For further information, click here.

Necessary Requirements

Information

• In the Necessary requirements area, you can specify requirements which are required for the task to be completed.

Procedure

• Open the Necessary requirements area.
• Enter a text in the Necessary requirements field.
• Save.

Parameters Relevant for Scheduling

• In the Parameters Relevant for Scheduling area, you can edit the Planning early, Hammock task, Fixing and Split parameters.
• These parameters influence the scheduling result and can also be edited in the Schedule module in the Entire schedule module variant.

Notes/Documents

Information

• PLANTA project does not include any text processing facilities comparable to standard programs such as Microsoft Word. However, for particular objects (e.g. project documents, task documents, resource notes) it is possible to enter and manage a text in the so called continuous fields.

Procedure

• Right-click to open the context menu.
• Insert a new task document record for the required task.
• Enter the desired text for the document in the Note field.
• You can create a link to a file (a document) in the Linked file field.

Documents

Information

• PLANTA project does not include any text processing facilities comparable to standard programs such as Microsoft Word. However, for particular objects (e.g. project documents, task documents, resource notes) it is possible to enter and manage a text in the so called continuous fields.

Procedure

• Right-click on the area bar titled Documents.
• Insert a new task document record for the required task.
• Enter the desired text for the document in the Note field.
• You can create a link to a file (a document) in the Linked file field.

• Right-click on the required task and select the Assign resources or Assign revenue and cost resources command from the context menu.
• The Assign Resources dialog module is opened.
  • Depending on which command has been selected from the context menu, resources of the respective type will be loaded automatically when the dialog module is opened, i.e. either person, department, and skill resources or revenue and cost resources. In order to have resources of the other type displayed, click on the respective button.
• Select the required resources from the list by activating the Select checkbox.
• Click on the Assign selected button. The records of the selected resource are now displayed below the respective task.

• Right-click on the required task and select the Assign resources or Assign revenue and cost resources command from the context menu.
• The Resource List module is opened.

• When opening the module via the Assign resources context menu command, person, department, and skill resources are loaded automatically.
  • Mark the required resources in the list by
    • clicking or
    • CTRL + clicking (can be used to mark a parent resource (e.g. a department resource) and its child resources at once).
  • Subsequently click on the Copy marked button.
  • To have the revenue and cost resources displayed, click on the button of the same name and proceed as described above.
• When opening the module via the Assign revenue and cost resources context menu command, person, department, and skill resources are loaded automatically.
  • The procedure here equates to that of the department, employee, and skill resources.
  • To have the department, employee, and skill resources displayed, click on the Person resources button.

• Right-click on the required task and select the Assign resources or Assign revenue and cost resources command from the context menu.
• The Resource List module is opened.

• To select the required resources, mark them with CTRL + click.
• Subsequently click on the Copy marked button..

• Resources can also be assigned to the tasks in the Schedule and Resource Schedule modules.
• NEW If the schedule has been recalculated after the resource was assigned, load records be displayed below the resource as well.

• Resources can also be assigned to the tasks in the Schedule and Resource Schedule modules.

Todo Items

• In the Task module, you can define small open items for the selected task and assign them to the required users (resources) for completion.
• All todo items of a project are maintained centrally in the Todo Items module.

Procedure

• Right-click to open the context menu.
• Right-click on the required task and select the Insert Todo Item context menu command from the context menu.
• A new todo item record is inserted.
• Enter the name of the todo item in the Todo item name field.
• Save.
  • As a result, the ID number (Todo item field) of the todo item is generated automatically.
  • The Created on / Created by: name fields of the todo item are automatically filled with the current date and the current user.
  • Fill the required fields, e.g. the Date up to which the todo item is to be completed (when a todo item is created, today’s date is automatically entered here), Resource whic is to complete the todo item, etc.
• Save.

Creating Open Items

Information

• In the Task module, you can define small open items for the selected task and assign them to the required users (resources) for completion.
• All open items of a project are maintained centrally in the Open Items module.

Procedure

• Right-click on the gray area bar titled Open items.
• Insert a new todo item record for the required task.
• Enter the item name in the Open item name field.
• Save.
  • As a result, the ID number (Open item field) of the open item is generated automatically.
  • The Created on / Created by: name fields of the open item are automatically filled with the current date and the current user.
  • The entry in the Date field is the completion date. When you create a new todo item, today's date is entered automatically. This can be overwritten by another date, if required.
• Select the resource that is meant to complete this item from the Resource name listbox.
• Select a category from the listbox.
• Enter the priority in the Prio field.
• Save.

Links

Information

• Links are dependencies between tasks that (can) have an effect on the calculated dates.
• PLANTA project distinguishes between three link types: internal links, external links, and external tasks. Here, internal and external links have an immediate impact on the calculation of dates. external tasks are of informative nature and only show dependencies.

Create a link from the selected task to another task

• To do so, right-click in the module and select the Insert Link context menu command.

• Fill the following fields in the new link record:
  • Task successor
  • Link type (here the "ES" link type is preset by default).
  • Time interval (if required).
• Save and recalculate the schedule (by clicking on the calculation button in the toolbar).

More information on links

Successor

Information

• Links are dependencies between tasks that (can) have an effect on the calculated dates.
• PLANTA project distinguishes between three link types: internal links, external links, and external tasks. Here, internal and external links have an immediate impact on the calculation of dates. external tasks are of informative nature and only show dependencies.

Procedure

• To do so, right-click in the module and select the Insert Link context menu command.

• Fill the following fields in the new link record:
  • Task successor
  • Link type (here the "ES" link type is preset by default).
  • Time interval (if required).
• Save and recalculate the schedule (by clicking on the calculation button in the toolbar).

More information on links

External Links

• In the External links area, the external links of the task are displayed and can be edited.
• External links connect the tasks of different projects.
• They work in the same way as links within a project. You can define any type of link (SS, FS, SF, FF), time intervals, as well as fixed and soft links.

Details

• Both incoming and outgoing external links are displayed. However, only outgoing links can be created and edited.

Create external links

• Right-click to open the context menu.
• Select Insert External link from the context menu.
  • The line for an external link is inserted.
  • Enter the ID of the target project in the PR successor field and select the target task to which the external link is mapped in the Task field.
    • The PR successor field is preset with the ID of the current project.