Planning console tasks
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.
| Task | Steps |
|---|---|
| Display a project in the planning console | Select the project from the list in the project workspace banner. |
| Task | Steps |
|---|---|
| Create a project task |
Select the add task below icon ( You can also select an existing task to determine the insertion point for the new task, and then select the add task above icon ( |
| Move a task up or down in the hierarchy | Select an existing task, and then select the move up ( ) or move down ( ) icons. |
| Indent or unindent a task in the hierarchy | Select an existing task, and then select the unindent ( ) or indent ( ) icons. |
| Edit a task record | Right-click a task and select Edit. The Project Task form appears in the overlay. You can also edit a field directly in one of the columns in the planning console. You can also edit project tasks that represent phases in the project workbench. |
| Edit the State field | Double-click the value in the State column to select a new state. The value of the State field also changes automatically when % complete is changed for a task. |
| View and modify task status | View the status of the project task based on the difference of the planned end date of the task from the current date. The status of the task updates automatically from Green to Yellow to Red as the planned
end date approaches. You can manually update the task status by double-clicking the Status column and selecting a different task status. For more information, see Status field description in the Create a project task from a project topic. |
| Add an agile phase or a test phase | Right-click a project and select Add Agile Phase or Add Test Phase. The agile phase icon or test phase icons appear next to the task in the
Name column. See phase icons. 주:
|
| Open a test plan or story | Right-click a task (a task that represents a phase in the workbench) and then select Manage Test Plan. Select View Stories to view the stories list. If you have
the scrum_product_owner role, select View Stories to navigate to the Backlog tab of the Agile Board. 주: The View
Stories option is available only for Agile and Hybrid projects. You must also have the Agile Development 2.0 plugin installed. |
| Cancel a resource plan for a Closed project | Right-click the project and select Cancel Resource Plans. All past and future allocations for the selected resource plan are canceled. The option is available only for a project in any of the Closed states. |
| Complete a resource plan for a Closed project | Right-click the project and select Complete Resource Plans. All the requested and resource allocations for the resource plan post the completion date are deleted. The option to complete resource plans is available only for a project in any of the Closed states. |
| Add an external dependency between tasks of different projects | Right-click a task and select Add External Dependency. Select the project and task to which the dependency is added. |
| View the project name of an external dependency | Point to the link icon ( ) beside the external dependency task to display a tooltip which shows the name of the project to which the external dependency is added. |
| Change the time constraint for a task | Double-click a task under the Constraint type column and select an option: Start ASAP, Start on specific date, Start no earlier
than, or Start no later than.
|
| Allow task dates outside schedule | Right-click a project task and select Allow outside schedule. The selected task is allowed to start and end on a non-schedule day (outside the regular project schedule) such as on a
weekend. The off schedule task icon ( ) appears next to the task in the Short description column.For example, if you use the project schedule Monday to Friday, 8:00 to 17:00 and a project task of duration 2 days should start on Saturday, then an off-schedule task is allowed to be scheduled on Saturday and end on Sunday. Similarly, if a task of duration 3 days starts on Friday, then an off-schedule will end on Sunday as opposed to ending on Tuesday.
주:
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| Convert a task to milestone | Right-click a task and select Convert to milestone.
|
| Show or hide external dependencies | Select the more options icon ( ), and then select the Hide External Dependencies switch. When this option is enabled, the external dependencies are not displayed when you add an external dependency between two projects. However, the Dependency column in the WBS section of the successor project still shows the value of external dependency. |
| Show external dependency notifications | Select the notification bell icon  to display the notifications raised in the successor project. The notifications are triggered as a result of changes made in the predecessor project.
|
| Save changes to the server | Select the save icon  to commit changes made in the planning console. The option is available only when Client Side Planning Console is enabled. |
| Expand or contract column width | Select the side of the column and drag it right or left. |
| Show or hide columns in the planning console | Select the show or hide columns in gantt icon ( ), and then select or clear the check boxes for the columns available. Admin can customize which columns appear in this list. The selection is saved in the user preference. The next time you open the planning console, the same columns you
selected will appear. |
| Select WBS levels to show | Select the show or hide columns in gantt icon (), and then select the level from the WBS
Depth list. |
| Expand or collapse sublevels for any level | Select the arrow to expand or collapse any task that has one or more subtasks. |
) on the row to create a new task.
) or the add task below icon (
).| Task | How to perform the task |
|---|---|
| View a summary of a task | Point to a task. |
| Change the planned start or end dates of a task | Select the task, and then drag the left or right edge of the task bar. |
| Move a task to a new date | Select the task, and then drag the whole task bar to a new location. |
| Create a dependency between tasks | Find the successor task in the relationship and double-click the value in the Predecessor column and enter a value that specifies the relationship. See Predecessor dependencies in the planning console for examples. Alternatively, you can create a relationship between two tasks by connecting the ends of the corresponding task bars in the timeline view. |
| Select a baseline | Select the more options icon (), and then select a baseline from the baselines list. |
| Create a baseline | Select the more options icon (), and then select Create new baseline. See Create baseline of a project for more information. |
| Compare schedule baselines | Select the more options icon (), and then select a schedule baseline from the baselines list. Select the show or hide columns in gantt icon (), and then select the following columns to compare schedule baselines:
|
| Display the critical path | Select the critical path icon ( ). For more information on the critical path, see Gantt chart. |
| Show date change | Select the more options icon (), and then select the Show Date Change switch. When this option is enabled, the start and end dates of the task are displayed when you drag the task bar. |
| Show duration change | Select the more options icon (), and then select the Show Duration Change switch. When this option is enabled, the duration of the task is displayed when you drag either end of the task bar. |
| Show weekends on the calendar | Select the more options icon (), and then select the Show Weekends switch. The weekends appear as light-blue vertical bars in the Gantt chart. |
| Zoom the calendar in or out | On the top of the calendar, select one of the time periods, such as the month or day. Then select a Zoom Level from the calendar. |
| Open the tutorial | Select the more options icon (), and then select Walkthrough. |
| Open list of keyboard shortcuts | Select the more options icon (), and then select Keyboard Shortcuts. |
| Task | How to perform the task |
|---|---|
| Open the project workbench | Select the Planning Console selection arrow on the banner and select Project Workbench. For more information, see Using Project workbench - Legacy. |
| Open live feed | Select the more options icon (), and then select Show live feed. |
| Export project data in MPP, CSV, or XML format | Select the more options icon (), and then select Export Planning Console. For more information, see Export project data. |
| Print the gantt timeline | Select the more options icon (), and then select Print. 주:
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