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
Access
Project, Proposal → Schedule → Click on the link on the ID of the required task or select the Edit task context menu command → Task
Project, Proposal panel → WBS → Click on the link on the ID/WBS code of the required task or select the Edit task → Task context menu command
Project, Proposal → Progress → Click on the link on the ID of the required task or select the the Edit task → Task context menu command
Program panel → Schedule → Click on the link on the ID of the required task → Task
Employee → Own Planning → Employee Board → My Activities → expand 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
Task Header Data
Define a Person Responsible for the Task
Information
At the top of the module you can define a person responsible for a task in the Person responsible for task field.
If a resource is defined as a person responsible for a task, this task is displayed in the Tasks area of the My Planning Objects module in the Employee Board of the resource.
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 at project level via the Locked code in the Project Core Data module, this lock cannot be canceled via the Task locked code.
Define Task as a Milestone/Master Milestone
Procedure
In the Milestone field, tasks can be defined as milestones or master milestones (gates).
If a task has been defined as a milestone or master milestone, you must consider some peculiarities when you plan it (duration, requested dates). For further information, see here.
Change Note/Estimate Flag
Information
The project manager can evaluate or estimate each task of the schedule and visualize this by using different symbols.
Procedure
Click on the » arrow button repeatedly until the required symbol is displayed.
Details
For new tasks for which there were no notes or estimates before, no symbols are displayed initially.
Description
Information
In the Description area, you can describe the task in more detail than in the description field.
In the Effort/costs/dates area, further parameters of the task can be edited, e.g. Remaining duration or requested dates.
Information on effort and costs are displayed in addition.
Task Dates
Information
In the task data sheet you can specify planned dates and enter actual dates of the task manually if they have not been calculated from the resource working time recording before.
The calculated dates are only displayed here since they are calculated automatically. However, the calculation cannot be made in the task data sheet but only for the entire schedule of a project, i.e. for all tasks, in the Schedule module.
Enter Actual start manually if the task has already started but no resource hours have been recorded to the task yet.
If you want to end the task, you have to fill the Actual end field.
Monitor Progress
Information
If the current project is already running, you can monitor the degree of completion (Progress) of the task based on the values in the Used (Effort used in %, Costs used in %) and Completed (Functionally completed in %) fields in the Effort/Costs/Dates area.
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 certain objects (e.g. project documents, task documents, resource notes) it is possible to enter and manage a text in the continuous fields.
Procedure
Right-click on the required task to open the context menu and select theInsert → 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.
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.
Assign resources to tasks
Click on the area heading to open the context menu and select theInsert → Resource or Revenue and Cost Resources context menu command.
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.
Notes
Resources can also be assigned to the tasks in the Schedule and Resource Plan modules.
If the schedule was recalculated after resource assignment, load records will be displayed below the resource as well.
Tasks
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 todo items of a project are maintained centrally in the Todo Items module.
Procedure
Right-click on the required task to open the context menu 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.
PLANTA pulse
Information
In this area, the PLANTA pulse cards for this task are displayed once it has been synchronized with PLANTA pulse.
Furthermore the area contains information on the degree of completion of the respective PLANTA pulse cards.
If required, the task can be synchronized (again) with PLANTA pulse.
If the task has not yet been synchronized with PLANTA pulse, only the Synchronize button is displayed.
In order to be able to see the data, the user must be logged-on to PLANTA pulse and be a member of the respective board.
In the pulse Boards module, all synchronized tasks are listed as boards and can be directly opened and edited there.
Details
In the upper part of the area, the number of all cards of the board as well as the number and share of all pending, overdue (due date lies in the past) and completed cards is displayed.
Below, you will find a table with the cards from PLANTA pulse.
In the header area of the table, the information of the corresponding PLANTA pulse board is listed.
You can open the list of all members by clicking on a board member.
By clicking on next to a member you can filter by cards to which this very member is assigned.
Completed cards can be displayed if necessary.
Completed cards are hidden by default.
Overdue cards can be displayed exclusively if necessary.
In the table, cards with the following dates are listed:
Card (name)
List
Swimlane (if available)
Labels
Status
"OK" means that the card has been set to "Completed". Cards which have not yet been completed are referred to as "Pending". Further information
start
Due
Created by
You can sort the results by the respective column by clicking on the table headings.
You can create new cards by clicking on the .
You can open the board directly in PLANTA pulse by clicking on the button in the lower left corner.
Jira
Information
In this area, a task can be (re)synchronized with Jira.
Then click on the Calculate schedule button in the toolbar of the Schedule module to recalculate the schedule.
External Links
Information
In the External links area, the external links of the task are displayed and can be edited.
Cross-project (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 will be displayed. However, only outgoing links can be created and edited.
Create Internal Links
Right-click on the area heading to open the context menu and select theInsert → 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.
