The Schedule module is the central and most important module in project planning and management in PLANTA project. In this module you can
create and edit tasks (work packages) (graphically or in table form)
schedule tasks
define and edit task parameters, e.g. define particular tasks as milestones
structure tasks
connect tasks via links and thus generate a network cycle
assign resources to tasks and plan effort
etc.
Show module variants...
Base
Tasks are displayed with links and all resource assignments. In window 2, all dates and a wide range of task parameters are listed.
New tasks, links, and resources can be created and edited.
This variant is loaded first by default.
To avoid performance impairment when copying tasks or resource assignments, please make sure that this very module variant is selected and not the With loads module variant.
Print
A variant of the Schedule optimized for printing is displayed.
Customer Schedule
Only tasks for which the Customer schedule checkbox is activated are displayed.
Short Version
Tasks will only be displayed with links (no resource assignments).
In window 2, only requested dates, calculated dates, and milestones are displayed.
Tasks and links can be created.
In the schedule of ideas and proposals, this variant is loaded instead of Base by default.
Milestone Trend/Master Milestone Trend
Shows the current status and the status from the status report for each milestone/master milestone. Changes are represented graphically in the Gantt chart.
All tasks are displayed with assigned request process steps. You can only employ this variant if you use the Request component.
Entire Schedule
Tasks are displayed with all assigned data areas (resources, revenue and cost resources, loads, links, todo items, task documents).
Cost details on the resource assignment also at load level are hidden by default but the user can unhide them if necessary.
New resources, revenue and cost resources, links, todo items, task documents can be created and edited.
Dates View
This module variant is equal to the short version module variant. The only difference is that this module variant contains more information in window 2.
With Loads
The resources are displayed with their load records.
Cost details are available at load level but they are hidden by default. The user can unhide them if necessary.
To avoid performance impairment when copying tasks or resource assignments you have to make sure that this module variant is not selected but the Base variant.
Quality Gates
Shows quality gates with the todo items to be completed if they have been specified in the respective portfolio by the portfolio manager for the selected project. If the selected project has no quality gates but master milestones as gates, they will be displayed in the module variant.
SAP WBS Elements
Additionally shows the SAP WBS element column in which tasks are assigned to SAP WBS elements. For the procedure, see here.
The bar is hatched in white. The background color depends on the code of the planning object.
Actual start and Actual end (if available, otherwise Latest time recording date ) of a planning object. They are determined from the actual dates of the tasks (Actual start/Actual end) during calculation of the schedule of the respective planning object by clicking on the calculation button
.
Float
Float available when the calculated end date (Calc. end) is earlier than the requested end date (Requested end).
Delay
A delay occurs when the calculated end date (Calc. end) is later than the requested end date (Requested end). The delay bar immediately follows the bar for calculated dates and is customized with a color gradient so that the red color has various shades.
gate without delay gate with delay main gate/main milestone
A gate is a master milestone of the planning objects. Without delay means: Total float >= 0 With delay means: Total float < 0
Gates are only displayed in the Schedule module if the Schedule with gates checkbox has been activated in the Project Core Data module in the core data module of the respective planning object
Master milestones with Actual end are not displayed as gates.
Quality gate
Quality gates are the items given from the portfolio and are only displayed in planning objects if they are assigned to this planning object in the portfolio to which the planning object belongs.
Calculated schedule menu item button. Uncritical means: Total float > 0 Critical means: Total float <= 0 Since in PLANTA project the definition of requested dates on tasks leads to Total float = 0, tasks which do not necessarily lie on the critical path can be critical as well.
A summary task is a task in the structured schedule consisting of sub-tasks which are summarized here. Information on the summary task, such as duration and dates, is determined automatically from the sub-tasks.
Actual dates
The respective bars are white hatched if the Splitting parameter is deactivated, and gray hatched if the parameter is activated.
calculation button in the toolbar or by selecting the respective menu item. Uncritical means: Total float > 0 Critical means: Total float <= 0 Since in PLANTA project the definition of requested dates on tasks leads to Total float = 0, tasks which do not necessarily lie on the critical path can be critical as well.
Calculated dates of external summary tasks
/
Milestones/master milestones of the external summary tasks
Remaining effort of the resource per scale grid, e.g. per month
The hourly value planned for the task resource is distributed among the individual days (or other periods of time, depending on the selected load profile). The individual daily values are subsequently displayed below the scale summed up per scale grid, e.g. per month.
In particular planning constellations there may be rounding differences between the total remaining effort value (window 2) and the values displayed below the scale since in the first case the entire value is rounded while in the second case the subtotals per grid are rounded.
Example: If there is an effort of 4,4 h for January and an effort of 5,4 h for February, the total effort of 9,8h is displayed in the Remaining effort field in W2 rounded to 10h. Below the scale, the rounded 4h for January and 5h for February are displayed, resulting in a total of 9h.
Legend: Task
Symbol
Meaning
Comment
Todo item date
The date value for the bar is determined from the Date field (DT804).
Schedule and Tasks
Information
A schedule summarizes all terminated and calculated tasks (work packages) of a project. If tasks are structured, a work breakdown structure forms part of the schedule. If tasks are also connected via links, so that the processing structure of the project becomes visible, a network cycle will also form part of the schedule.
In PLANTA project you can create schedules by recording tasks individually or by using already predefined complete schedules from templates which can be copied to your own projects. Schedules of the already existing projects can be used as a source for copying.
In the Schedule module, task records are spread throughout three windows. In the first two windows, tasks are displayed in lines (in table form), in which task attributes (parameters) can be edited in individual data fields. In window 3, a date bar for already existing task dates (requested dates, calculated dates, actual dates) is mapped graphically for each task (i.e. per task line).
Note
Structure tasks are a peculiar form of tasks. Structure tasks are connectors between main and subprojects in structured projects.
Structure tasks are available in schedules of structured projects but they are not visible to the user.
Copy Schedule
Procedure
When you open the Schedule module, the following confirmation prompt is displayed: Is a schedule to be copied in?
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 has been copied to the project is displayed and can be edited.
Notes
If the confirmation prompt was negated accidentally, the Copy Schedule module can be reopened by right-clicking on the project header and selecting the command of the same name.
You can also copy schedules additively via the context menu (by right-clicking and selecting the Copy schedule command).
Save and click on the Generate WBS code button. As a result, an ID will automatically be generated for the new task in the Task field. In PLANTA standard, the WBS codes are used as task IDs in schedules.
Tasks in PLANTA project have two IDs:
A technical task ID is automatically created. It is an incrmenting task number which is usually invisible in user modules in the PLANTA standard system.
A functional task ID is either generated automatically or allocated manually.
Via the global Use WBS code instead of ID parameter you can define which of these three variants will be used as functional ID. This will then apply system wide to all user modules in which tasks are displayed.
Structure Tasks
Information
The hierarchic structuring of tasks results in a work breakdown structure
The parent tasks of a structured project plan are called summary tasks in PLANTA project.
The Work break down structure code (WBS code) identifies individual project tasks in accordance with their hierarchical structure.
Procedure
Structure the tasks hierarchically as required by moving them to the required position by holding down SHIFT + left mouse button.
Select the Generate WBS code command from the context menu by right-clicking on the project header or by clicking on the Generate WBS code symbol (on the left hand side below the project header).
The WBS code is generated automatically for every task in the WBS Code field in accordance with the structure. Thus, the WBS code is both an identifier for single elements in the schedule and an indicator of the hierarchical structure.
Start the calculation of the schedule by clicking on the Calculate schedule button in the toolbar.
As a result, all parent tasks are marked bold and are therefore visualized as summary tasks.
If changes have been made to the task structure since last updating the WSB codes, the codes are updated as well when the schedule is calculated.
If there are less than 10 tasks, the numeration of the codes is done by the 1, 2,... 9 schema, if there are more than 10 tasks, the numeration is done by the 01, 02,... 09, 10, ...
When working with structured projects you have to keep in mind that the generation of a WBS code in the main project causes the generation of the WBS code for all subprojects concerned. The generation of the WBS code in individual subprojects, on the other hand, only has an effect on the respective subproject.
Notes
In PLANTA standard, the WBS code is used as a task ID. This can be changed individually by adjusting the global Use WBS code instead of ID setting.
Caution
When working with structured schedules, PLANTA recommends that you use summary tasks as structuring elements only, i.e. you should not carry out effort or cost planning or enter durations on this level. This includes resource planning or time recording directly to the summary task. Instead, PLANTA recommends that you carry out the planning on the child task only.
Reason: Since the scheduling detects some parameters of the summary tasks from child tasks, there may be collisions between your own planned values and those detected by the scheduling. As a result, there may be values on summary tasks that are incomprehensible at first sight.
Edit Tasks
Information
You can edit the task data of a schedule by changing or entering the required task parameters/attributes.
Here you will find a list and description of all task fields/parameters.
Please note that depending on the selected variant of the Schedule module, different task parameters are visible in the task line by default. All other parameters are hidden and can be unhidden to review or edit them.
Tip
Each task of the schedule can also be opened and edited in the form of a data sheet. To do so, click on the link on the ID of the task or right-click on the required task and select the Edit task command from the context menu. If you want to open several tasks successively in the task data sheet, you do not have to close the module each time. Instead, you can just click on the ID of another task in the schedule and the respective task will then be loaded in the data sheet instead of the previous one.
Click on the calculation button in the toolbar. In doing so, calculated dates of the task (Calc. start and Calc. end) are calculated automatically.
If no requested dates are defined for tasks, but the durations, the requested start date of the project is used as the start date for the calculation and, if no requested dates are defined for the project either, the tasks are scheduled from today's date.
Detailed information on the calculation of schedules and on the different factors which can influence the calculation, please click here.
Master/Milestone Tasks
Procedure
Select the required value from the listbox in the Milestone field in the line of the required task: milestone or master milestone (gate).
If a task was defined as a milestone or master milestone, you must consider some peculiarities when you plan it (duration, requested dates). For further information, see here.
Gates
If there are master milestones in the schedule and the Schedule with gates checkbox has been activated in the Project Core Data module, master milestones are additionally displayed on the horizontal schedule axis in the Gantt chart directly below the scale and are called gates.
If the project is assigned to a program, the master milestones (gates) of the program will additionally be displayed below the scale.
If the project is a subproject, the master milestones (gates) of the main project will additionally be displayed in the schedule below the the scale.
Main Milestones
If one of the master milestones was defined as a main milestone in the Project Core Data as well, it is considered a reference master milestone. The time interval (in weeks) from the main milestone to the other master milestones is calculated and illustrated on the gate symbols. The master milestone has no interval indication on the gate and also differs from other gates in graphical terms, since on a gate it has a darker border.
If no master milestone has been defined, the calculated end date of the project will be used as a reference point for the calculation of the interval. If there is a master milestone on the calculated end date of the project, the respective gate does not contain an interval indication either (however, it is still not a master milestone and accordingly it has no dark border).
The interval calculation is carried out upon start of the client, so that a client restart becomes necessary if you want to have the intervals updated because a main milestone has been newly selected or changed, or if the calculated date of the program has changed.
Lock Tasks
Information
Individual tasks of a project can be locked against the recording of hours worked, km and expenses, and cost postings.
Procedure
Open the Entire Schedule module variant in the Schedule module.
To do so, activate the Task locked checkbox in the line of the required task.
Details
In other module variants, the checkbox is hidden by default and must be unhidden first for editing.
Note
It is possible to prevent the recording of hours worked also at project level using the Locked parameter. This lock applies to all tasks of the project and cannot be overridden by the Task locked parameter.
Estimate Tasks
Information
The project manager can evaluate or estimate each task of the schedule and visualize this by using different symbols.
Keep clicking on the » arrow button in the line of the required task in window 1 until the required symbol is displayed.
Details
For new tasks for which there were no notes or estimates before, no symbols are displayed initially.
Finish Task
Procedure
Enter the required end date in the Actual end field in the line of the required task.
If the task has resource assignments which have no actual end date yet, the task end date is automatically set for the resource assignments in question.
If all resource assignments of the task have an actual end date, the actual date of the task is automatically determined from the maximum of all resource assignments in the calculation of the schedule and the corresponding field on the task is filled respectively.
Save and recalculate the schedule by clicking on the calculation button in the toolbar.
Details
Finished tasks are displayed grayed-out.
If a task is finished, possibly existing Remaining effort and Remaining duration values are set to 0.
In some user modules the completed tasks are no longer displayed.
Task Documents
Information
PLANTA project does not include any text processing facilities comparable to standard programs such as Microsoft Word. However, for certain objects (e.g. project documents, task documents, resource notes) it is possible to enter and manage a text in the continuous fields.
Assign Documents to Tasks
Open the Entire Schedule module variant in the Schedule module.
To do so, right-click on the required task to open the context menu and select the Insert → Notes/Documents context menu command.
Insert the required text to the document
in the Note field in the new task document record.
Create a link to a file (a document) in the Linked file field if necessary.
Delete Task
Procedure
Mark the required task and click on the delete button in the toolbar.
If there are links or tasks, they will be deleted as well.
If there are resource assignments, the following message will be displayed: Delete dependent data?
If the resource assignments already contain actual data, another message will be displayed which explicitly indicates this, for PLANTA expressly advises against the use of actual load records. Furthermore the user who wants to delete such data must possess the authorizations required for this.
Links
Links between Tasks
Information
Links represent dependencies between tasks of a project and have an impact on the calculation of the project dates.
For a description of further options for mapping dependencies, please click here.
Connect tasks in table form via links
To do so, right-click on the required task and select the Insert → Link context menu command.
Then click on the Calculate schedule button in the toolbar of the Schedule module to recalculate the schedule.
Connect tasks graphically via links
Move the mouse pointer to the bar from which a link is to be created (source bar). Instead of the mouse pointer, a cross will be displayed.
Place the cross at the beginning or at the end of the source bar depending on which link type you wish to create (e.g. for the Finish-Start relationship, place the cross at the end of the source bar).
Click and hold the left mouse button and drag the mouse to the beginning or to the end of the target bar depending on what link type you wish to create (e.g. for a Finish-Start relationship drag the mouse to the start of the target bar). As a result, a connection line between the two bars will be displayed.
As soon as the destination bar is reached, the start position in the source bar and the destination position in the destination bar are marked by yellow arrows.
Release the left mouse button. The new link will be created and will be visualized as a connection line.
Edit internal link
Every link can be edited in the respective fields of the table view by changing the required link parameters. The most important parameters are:
Link type ( this parameter can also be changed in graphical view by right-clicking on the required link line)
Select the Read out task chain context menu command.
The What do you want to do? dialog message is displayed with selection options (via the buttons) for the display of the data in the Task Chain module.
Depending on the selection made in the dialog module, the direct predecessors or successors of the selected task or all predecessors or all successors of the task or all predecessors or successors of the task (i.e. the entire network) are displayed in the Task Chain.
Cross-Project Links
Information
Cross-project (external) links connect the tasks of different projects. The interlinkage of projects via links results in the generation of a total network plan covering all projects involved.
Create cross-project links in table form
Right-click on the required task and select the Insert → External Links context menu command.
In the new record, insert
the target project in the PR successor field for a new external link and select the target task in the Task field.
ThePR successor field is preset with the ID of the opened project by default.
It is not possible to create cross-project links graphically.
The graphical deletion of cross-project links is not possible.
Details
In each project, all cross-project links of the project, both outgoing (from the respective project to another project) and incoming (from another project to the respective project itself) are visualized in the schedule.
In table view (window 1), all cross-project links are
listed indented, separated from the internal ones and
additionally marked with the respective icon: for incoming external links and for outgoing external links.
In graphical view (bar chart in window 3), the cross-project links are visualized as follows:
by arrow(s) next to the respective task bar for incoming external and/or for outgoing external links. When you click on the respective arrow, the respective task is expanded and the link line is marked.
by arrow(s) next to the project bar. When you click on one of the arrows, all tasks of the project will be expanded with the external links and the last link line of the schedule, which corresponds to the type of the arrow you have clicked on, will be marked.
External tasks are tasks of another project which can be displayed in the schedule of the selected project in order to visualize the dependencies between the projects. External tasks do not have an influence on the schedule of the selected project. Unlike external links, which influence the task dates in the selected project, they are of purely informational nature.
Show external tasks
Right-click on the required task.
Select Insert → External Task from the context menu.
Select the required project and the required task from the respective listbox.
The selected external task will now be displayed in the schedule of your own project.
In the Schedule module you can define small todo items for single tasks 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
Switch to the With Todo Items module variant in the Schedule module.
Right-click on the required task and select theInsert → Todo itemcontext menu command.
A todo item line will be 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 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 which is to complete the todo item, etc.
Save.
By integrating PLANTA’s other product PLANTA pulse, PLANTA provides an alternative for the creation and management of todo items in PLANTA project which also allows for agile task planning. Instead of splitting up a task into todo items in PLANTA project, you can simply export the task to PLANTA pulse where it can be planned and controlled agilely based on the Kanban method. Effort recorded in PLANTA pulse will automatically be transferred to PLANTA project and will be seamlessly included in planning and controlling. For further information, please click here
Create Todo Item Notes
Procedure
Right-click on the required todo item and select the Insert → Note command from the context menu.
In the Linked file field, a link to a file can be created.
Assign Checklist Items/Checklists
Information
For todo items, individual steps can be recorded in the form of checklist items. They can either be recorded individually or be copied from the checklist templates as entire checlists.
Assign individual checklist items
insert an empty checklist item record for the required todo item by right-clicking on the todo item and selecting the Insert → Checklist item command.
Describe the item.
Save.
Copy entire checklists from predefined checklist templates
switch to the Todo Item module (by right-clicking or by directly clicking on the ID of the required todo item).
In the Todo Item module, right-click on the todo item.
Select Copy checklist from the context menu.
Select a checklist in the Copy checklist from template area and click on the link on the checklist name.
The checklist items of the selected checklist are assigned to the todo item.
Save.
Details
Checklists can also be copied additively.
Checklist templates are created and managed in the Checklists master data module.
Resources
Information
Resources are responsible for the completion of tasks.
They are assigned (allocated) to individual tasks.
Resources must have been created before as part of the Master Data Entry.
Which resources (individual employees, entire departments, or machines) can be assigned to the tasks depends on several factors, e.g. planning horizon, project type, etc.
PLANTA poject distinguishes between resources, which comprise persons, departments, and skills and the effort of which is planned in time units, and revenue and cost resources the effort of which is planned in monetary units.
Resources for capacity planning and cost/revenue resources can be assigned to a task at the same time. Capacity adjustment then applies, for example, to the resource used for capacity planning and the cost/revenue resource is scheduled on the calculated dates (Calc. start / Calc. end) of the task.
Assign Resources to Tasks and Plan Them
Assign individual resources to a task
Right-click on the required task and select Insert → Resource or Insert → Revenue and cost resource from the context menu.
Select the required resource from the listbox on the Resource field in the new resource record.
When the resource was assigned to the task, several parameters have already been filled with default settings from the Resource Data Sheet (e.g. Load profile, Cost type). They can then be changed manually here.
Caution: If you change the default values for one of the resources assigned to the task and then copy this resource assignment to one of the further tasks, previously changed settings will be included instead of the default settings of the resource.
Assign several resources to a task at once
Right-click on the required task and select the Assign resources or Assign revenue and cost resources command from the context menu.
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 objects button.
The records of the selected resource are now displayed below the respective task.
Plan Resources
Enter the planned effort for person, skill, and department resources ("hours" in standard) in the Remaining effort field.
Enter the planned effort in currency units ("Euros” in standard) in the Rem. costs field for the cost and revenue resources.
Check and possibly change the Load Profile for a distribution of effort and costs in time across the task duration.
Enter requested dates (Requested start/Requested end) if required. This enables you to specify that several resources are working on a task at different times, or that they start or finish their work at different times.
Tip
The option to assign resources to tasks and to delete such assignments is also available in the Resource Plan and Task modules.
The Resource Plan module shows the selected project with all tasks and their resource assignments. Since the module only contains few parameters and, in contrast to the Schedule module, the assigned resources are aligned next to their respective tasks, this module provides an alternative to the schedule, allowing you to get a quicker overview of the assigned resources or the editing of resource assignments. As in the Schedule module, individual resources, or several resources at once, can be assigned to the tasks. Resources that have an Actual end date will not be displayed.
In the Task module, only the current task is displayed including its respective resources. Resources can only be assigned and deleted individually.
See also:Here you can find a detailed description of all resource parameters or you can specifically retrieve information on the respective parameter from the program via F1. For detailed information on the calculation methods of scheduling and on the different factors which can influence the calculation, please see here.
Plan Resources with Resource Requests
Information
If resource requests are activated, resources cannot be assigned to the tasks and be planned directly in the Schedule module as described above. Instead they must be approved by the department manager first.
If the resource request has been approved by the department manager, the requested resources can subsequently be included in the project planning.
A detailed description of the resource request approval process and the respective planning of resources, see here.
Resource Effort, Load, Utilization
Information
If resources have been assigned to a task and effort has been defined, you have to recalculate the schedule (by clicking on the calculation button in the toolbar). As a result, the project is loaded. This means: A load record is generated for the total duration per assigned resource and day and the planned effort of the resource is automatically allocated to the individual days.
This allocated effort value is the load of the resource. The way in which hours are allocated per day is controlled by the load profile entered on the resource assignment.
It is also possible to generate load records manually and to allocate effort manually.
A resource can have loads in different projects on the same day. The sum of all loads of a resource per day is its Utilization. However, the utilization value of the resource is not displayed in the schedule since the schedule refers to one sole project. However, the schedule does not reflect the involvement of the resource in other projects. For more information, please refer to the "Show Resource Utilization" chapter.
Details
Load records show both planned load (remaining load) and possible overload. If the project is already running and the resources already have recorded hours worked, the actual load of the respective resources is shown as well.
To view load records you have to switch to the With Loads or Entire Schedule module variant.
Note
If capacity scheduling is initiated simultaneously for different projects that share the same resources (or at least share one resource), it is only launched for one project while in the other modules a message is displayed indicating that one or several resources are used by another capacity scheduling. The scheduling must be carried out successively for all projects in question. Projects with different resources, however, can be scheduled simultaneously.
Show Resource Utilization
Information
It is possible to check the utilization of the planned resources in other projects from the Schedule of a particular project.
Procedure
Right-click on the required resource.
Select the Show utilization context menu command. By doing so you change to the Utilization with Cause module, where the utilization of the corresponding resource is displayed.
Note
You can view the utilization of all resources displayed in the schedule regardless of whether or not the current user generally has access to the respective resources (controlled via the resource structure code).
Post Costs and Revenues
Information
The Schedule module does not only show the effort but also the costs of the individual tasks and of the entire project.
Planned costs are automatically calculated during scheduling based on the planned effort of the planned resources and their conversion factors.
Actual costs are also calculated on the basis of the recording of hours worked of the person resources and their conversion factors. However, revenue and cost resources are not planned as effort but as immediate monetary values. The actual costs of these resources are posted in modules which have been designed especially for this purpose (Post Revenues and Post Costs). These modules can be opened directly from the Schedule.
Procedure
Right-click on the required revenue or cost resource.
Select the Post Revenues/Costs context menu command. Depending on the resource on which the context menu command was effected, either the Post Revenues or Post Costs module will be opened.
Record costs/revenues as described in the module topics.
Special Functions
Quality Gates
Information
Quality gates are a type of controlling element for the portfolio manager to control the progress of the planning objects contained in the portfolio.
Quality gates are defined (scheduled, and divided into separate tasks) by the portfolio manager and are assigned to the individual planning objects.
The assigned quality gates in the Schedule in the Quality Gates module variant of the respective planning object are displayed to the project managers. They create the degree of completion of the tasks of these quality gates and their probable completion date and thus enable the portfolio manager to observe compliance with the requirements.
Edit Quality Gates
Enter the date estimated for the achievement of the quality gate in the Prob. compl. on field.
In the File field, a file relevant for the todo item can be stored.
Create or refresh the degree of completion of the respective todo item in the % completed field.
Since from a technical point of view quality gates are tasks, the requested end dates calculated for them can influence the project dates. Since the quality gates are automatically copied when the planning object is assigned to the portfolio, please check the schedules of the planning objects or the dates of the quality gates for assignments of the planning objects to portfolios.
Link Tasks with Elements of Alternative Structures
Information
In PLANTA project you have the option to connect the created project structure to another project structure (e.g. SAP project structures) by assigning PLANTA tasks to the elements of the alternative structure. This enables you to summarize effort and costs planned in PLANTA project to the other project structure.
Procedure
Switch to the SAP WBS Elements module variant
Select an element of the alternative project structure in the line of the required task in the SAP WBS Element field.
Details
The alternative structure with the linked PLANTA tasks can be viewed in the SAP WBS module. In this module, tasks and elements of the alternative structure can be linked as well.
Synchronize Tasks with External Systems (for Agile Project Editing)
Information
PLANTA provides an option for linking tasks from projects which are planned in PLANTA project with other systems in order to plan and control them agilely there.
Currently, PLANTA provides links to two agile systems by default: PLANTA pulse (in the context of PLANTA Hybrid) and Jira. Each project can only be linked with one of these systems.
The linkage of tasks is effected from the schedule of the respective project.
Caution
The required tasks can only be linked to an external system from the schedule if the following requirements are met:
Activate the PLANTA pulse or Jira checkbox (depending on which external system has been activated) in the Schedule module for the task to be synchronized with the required external system and save.
Right-click on the project header bar and select the Synchronize with PLANTA pulse or Synchronize with Jira command from the context menu.
As soon as the synchronization is completed, a message will be displayed which informs you on whether the synchronization was completed successfully or whether problems occurred.
For a description of the further procedures in PLANTA pulse, see here.
For a description of the further procedures in the Jira system, see the Jira documentation.
Details
As soon as the PLANTA pulse or Jira checkbox has been activated, a link symbol will be displayed at the end of the task line in window 1 as well as in the graphical window next to the task bar. After synchronization of the task, you will be taken directly to the respective object in the external system (to the corresponding board in PLANTA pulse or to the corresponding epic in Jira).
