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

You can open the project a) by opening a dialog window via the Extras → Go to menu or via CTRL + G and entering the ID of the required project or b) by clicking on the link on the ID of the required project in any module. Subsequently, click on the Schedule module tab.

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 opening the Schedule module, the following query will be displayed: Is a schedule to be copied in?
• Answer the confirmation prompt with No.
• Insert an empty task line,  e.g. by pressing F4 or by clicking on the Insert button in the toolbar.
  • Enter a task name in the Task name field.
  • Save and click on the

    

     Generate WBS code symbol 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 WBS codes are used as task IDs in schedules. 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: Is a schedule to be copied in?
  • Confirm the message with Yes.
• The Copy Schedule module will be 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.

 Note

• 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).