Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Breadcrumbs

Create Tasks/Work Packages

Information

  • In PLANTA project, tasks can either be created individually or be copied as complete plans from other projects or project templates.

Where can I create tasks?

In the Schedule module of the required project

Open the project by

  • clicking suchen.png the search icon in the header area of the user menu or by opening a dialog box via CTRL+G and entering the ID of the required project or

  • by clicking on the link on the ID of the required project in any module.

Who is allowed to create tasks?

All users who have access to the Schedule module and modification rights for projects. These are, in PLANTA standard, managers of the respective project, their deputies, or multi-project managers. For further information on rights, please click here.

Create Tasks Individually

Procedure

  • When initially opening the Schedule module, the following query is displayed: Adopt a schedule?

  • Answer the query with No.

  • Insert an empty task row, e.g., by clicking the New Task button in the action bar.

    • Enter a task name in the Task name field.

    • Save and click on the Rad_One_Rand.png Generate WBS code button below the project bar. As a result, an ID will automatically be generated for the new task in the Task field. In PLANTA standard, the breakdown structure codes are used as task IDs in schedules. This structure can be adjusted system-wide if necessary. For more information on this subject, see the "Structure Tasks" topic.

  • Create further tasks in the same way.

Copy Schedule

Procedure

  • When you open the Schedule module, the following confirmation prompt is displayed: Adopt a schedule?

    • Confirm the message with Yes.

  • The Copy Schedule module is opened at the bottom of the panel.

  • Select the project the schedule of which is to be copied from the listbox.

  • Start the copy operation by clicking on the Copy schedule button.

    • The schedule which was copied to the project is displayed and can be edited.

If you accidentally answered “No” to the prompt, you can reopen the Copy Schedule module by clicking the CopySchedule.png Copy Schedule icon (located on the left, below the project bar).

Create a Schedule Using AI

  • The AI creates a schedule based on project information, a defined system prompt, the own prompt, and corresponding profit values.

  • The proposal can be applied, generated again, or discarded. After the generation, further adjustments are possible.

  • The creation happens in the Schedule module via a dialog message with the Create with AI button. Detailed information can be found in the module description.