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.

Wo kann man Vorgänge erfassen?

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.

Wer darf Vorgänge erfassen?

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 is displayed: Adopt a schedule?
• Answer the confirmation prompt with No.
• Insert an empty task line, e.g. by pressing F4 or 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 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 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 was 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).