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.
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).
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Page:Structure Tasks / Work Breakdown Structure (PLANTA project/portfolio)
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Page:Tutorial: Plan Resources (PLANTA project/portfolio)
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Page:Resource Management (PLANTA project/portfolio)
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Page:Create Project Plan (PLANTA project/portfolio)
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Page:Plan Resources in a Project (PLANTA project/portfolio)
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Page:Links (PLANTA project/portfolio)
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