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 → Task context menu command
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
Module Variants
Base
Shows all data of the selected task
pulse
Only shows pulse data of the task which is selected and synchronized with PLANTA pulse. For this purpose, see the "PLANTA pulse" section
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 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.
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.
Descriptive Data
Information
The Descriptive data area contains two continuous text fields for a detailed description of the task or of the requirements necessary for the completion of the task
Effort/Costs/Dates
Information
In the Effort/costs/dates area, further parameters of the task can be edited, e.g. remaining duration or requested dates, etc.
In addition, effort and cost data is displayed..
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.
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.
When assigning and planning resources in the schedule, PLANTA project distinguishes between resources, which comprise persons, departments, and skills the effort of which is planned in time units, and revenue and cost resources the effort of which is planned in monetary units.
Assign several resources to a task at once
Click on the icon with the symbol next to the Resources heading.
Click on the required button in the displayed dialog, depending on the type of the resources to be inserted: Persons, Departments, and Skill Resources or Revenue and Cost Resources.
Depending on which button you have clicked on before, 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 corresponding 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 assigned to the task.
Assign individual resources to a task
Right-click on the Resources area heading to open the context menu and select the Insert → Resource assignment 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.
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.
Display Resource Utilization in Other Projects
Information
To have the utilization of the resources assigned to the task displayed in other projects,
right-click on the required resource and
Select the Show utilization context menu command. By doing so you switch to the Utilization with Cause module where the utilization of the corresponding resource is displayed.
PLANTA pulse
Information
In this area, a widget with the PLANTA pulse cards is displayed for the selected task if the task has been synchronized with PLANTA pulse.
Furthermore the area contains information on the degree of completion of the respective PLANTA pulse cards.
In order to be able to view the data, the user must be logged-in to PLANTA pulse and be a member of the respective board.
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 widget 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 are listed with the following data:
Card (name)
List
Swimlane (if available)
Members
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 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.
Notes/Documents
Information
PLANTA project does not include any word processing facilities comparable to standard programs such as Microsoft Word. However, for certain objects (e.g. project notes, task documents, resource notes), it is possible to enter and manage a text in the continuous text fields.
Procedure
Click on the plus symbol next to the area heading.
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.
Todo 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 todo items of a project are maintained centrally in the Todo Items module.
Procedure
Click on the plus symbol next to the area heading.
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.
Links
Links map dependencies between tasks of in a project and have an impact on the calculation of the project dates. For information on the options for mapping dependencies between projects, please click here.
Details
In this area, both the links to the predecessor tasks of the selected task and to the successor task are shown, although only successor tasks can be created and edited.
Create a link between the selected task and another task
Click on the plus symbol next to the area heading.
Cross-project (external) linksconnect tasks of different projects and present an option for mapping dependencies between projects in PLANTAproject. For information on additional options, please click here.
Details
Both incoming and outgoing external links will be displayed. However, only outgoing links can be created and edited.
Create Internal Links
Click on the plus symbol next to the area heading.
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.
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