---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Open the project planning console

# Open the project planning console {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Access the planning console to perform the planning for the project.

## Before you begin

Role required: it_project_manager

## Procedure

Open the planning console using any of the following methods.

| Option | Steps |
| From project workspace | 1. Open a project record in [project workspace](https://www.servicenow.com/docs/nYYR_k6EG_zAjtUNrtJqwA "Open the project workspace to display all your projects at a single location."). 2. Select the Planning tab. {#t_OpenPlanningConsole__ol_mzk_mhn_sdb} |
| From a project record | 1. Navigate to a project record in Details tab in project workspace. 2. Select the Planning Console related link. {#t_OpenPlanningConsole__ol_kxt_wgn_sdb} |
| From Project Workbench | 1. Select the Project Workbench selection arrow on the workbench banner. 2. Select Planning Console from the list. {#t_OpenPlanningConsole__ol_etj_yhn_sdb} |
|-|-|

{#t_OpenPlanningConsole__choicetable_tt5_jhn_sdb}
**Related concepts**   

* [Client side planning console](https://www.servicenow.com/docs/dTXJ6BcC8UZYuWEH9y~iDg "During calculation of project schedule in the planning console, it is possible to build your project structure quickly on the client side (browser) without having to save details in the server for each interaction. It prevents any time lags that occur after you perform any actions in the planning console, and improves the scheduling performance.")
* [Gantt chart](https://www.servicenow.com/docs/eFWhmveRDXZCAlEDLlxROg "A Gantt chart on the planning console is a visual representation of a project timeline that shows start and end dates of tasks, and the dependencies between tasks.")
* [Custom columns in the planning console](https://www.servicenow.com/docs/FJO4l8h~dBw_JFuOyz5xIQ "In addition to the regular columns that are provided in the base system, as the PPS admin, you can configure which columns appear in the planning console.")  
**Related tasks**   

* [Create a parent-child relationship on the planning console](https://www.servicenow.com/docs/ZIZDOgs~HqZwXOowZZ57Qg "The WBS section of the planning console allows you to create parent-child relationships for new tasks or move around existing tasks in a new parent-child relationship. The position of a task in the hierarchy and the level of indentation determine the parent-child relationship it has with the tasks above or below it.")
* [Create a dependency from the planning console](https://www.servicenow.com/docs/k9p_f8DaF8JSBRO2M9923A "Create a dependency between two tasks on the planning console.")  
**Related reference**   

* [Planning console tasks](https://www.servicenow.com/docs/WdfT~OzJZxqTKM~_9kRr6A "You can perform several tasks on the planning console that you can perform on lists and forms, such as creating project tasks and copying projects. You can also perform several tasks unique to the console.")
* [Predecessor dependencies in the planning console](https://www.servicenow.com/docs/U51QdPGuta_im6Uv6lyudA "In the WBS section of the planning console, you can create dependencies between tasks by specifying a series of values.")