Planning and Gantt
This is a facility to create a project plan containing tasks, subtasks, milestones, and also allows for assigning the different tasks to the different project participants.
You can also add hour estimates to compare this to the recorded hours and hours reserved via the resource scheduler.
How to add tasks?
The “Main Task” will always be the project name. Click New below the main task to create the first task on the list. Once you’ve created your first task, click New Task to create the remaining tasks.
To create a sub-task, select the task that should have a corresponding sub-task and click the New Sub-task.
Click New milestone to add a milestone. Milestones cannot have the task related to them. The specified start date determines the order of tasks in the task list.
Shift + N = new task
Shift + S = creates a new task for the selected task
Shift + M = new milestone
Shift + Enter = Opens the task form
Shift + D = delete selected task
Shift + E = opens the field to rename the highlighted task
Explanations of the columns:
Name = Name/Description of the task.
Work Type = View the work type that is specified for this task. Double click the field “Work type” if you want to change the type of work on a specific task. The available drop-down menu displays the predefined types of work created through the general settings (see: Settings for Time Register)
Category = Display project task category. A Category is created by the administrator on the Project module home page>Project task category. Double click on the field and you can change Project task category as per the drop down list.
Allow Hours = Tick if hours are to be registered
Status = Displays the status of the task. Double click on the field to change the status, you can choose from the following statuses: Not started, Ongoing, Completed, and Canceled.
Start date and End date = Displays task projected start and end date. The task will by default get the start and end dates according to the start and end date set for the project. You can change the date by double clicking on the fields.
Participants = Displays initials of the project participants who are linked to the task. Double click on the field to add participants for a task.
Predecessor = Displays what task is a precursor to the task if there is a dependency relationship. Double-click the field to add the task as a predecessor.
Priority = Displays the priority set for the task. By default, it appears as normal. Double-click the field to change the priority. You can choose between Normal, Low and High.
Estimates and the total estimate in column estimate, you can enter the estimated hours you think will be spent on each task. Total estimate shows the total estimate for all tasks.
Allocated = Displays how many hours are reserved for an assignment via the tab Resources.
Registered = Displays the actual number of hours recorded on the task via the Timesheet module.
Remaining / Overtime In connection with registration of hours, provided that the project agrees on the time accounting tasks, you can also enter the amount of the estimated time remaining on task.
This will then appear in the project planner, both as “Remaining” and a calculated “Overtime”.
Project Planner also acts as a monitor of project progress.
In order for data to be displayed in these columns it is necessary to have allocated resources to the task or allocated hours via the tab Resources.
Last Edit: Displays date, time, and the person who made changes to the task.
You may update the column estimates by resetting all the summations estimated and recalculating them. The sums are accepted as “true”, but because of the freedom you have for the re-insertion of estimates, we have added this feature as an extra check.
There are many columns in the project planner, and not all will necessarily be useful for everyone. By pressing “Select Columns” in the toolbar you will be able to choose which columns you want to display. It is also possible for users to create their own column order; this is accomplished by grasping the column header and dragging it to where you want it. This information will be stored locally using cookies.
You can import the project plan from one or more other projects. This is to make it easier to create recurring projects, and to make it possible to apply one or more project templates. After selecting which projects you want to import, you will be prompted to select which data for the activities you wish to be taken across. Most are self explanatory, but it is worth mentioning that for a participant on a task to be imported, he must exist in both projects. The tasks that are imported will automatically have the start and end dates adjusted. This takes into account the start dates for the projects and tries to add tasks and adjust start and end dates using the start date of the destination project. It is worth noting that there may be small adjustments required, particularly in a leap year.