Planning & Gantt
This is a planner to be able to create tasks, sub-tasks, milestones and further delegate these to the project participants.
You can also enter hourly estimates to compare this against registered hours and reserved hours through the resource planner. Taken tasks automatically appear under the Gantt tab as you enter them.
How to enter tasks?
The root assignment will always be the name of the Project. Click New Subtask to create the first task in the list. Once you have created your first task, you can click New Task to create remaining tasks.
To create sub-tasks, select the task that should have a corresponding sub-task and click New sub- task .
Click New Milestones to add a milestone. Milestones cannot have sub-tasks associated with them. The task start date determines the order in the task list.
Shortcuts
- Shift + N = New task
- Shift + S = Creates new sub-task for highlighted task
- Shift + M = New milestones
- Shift + Enter = Opens the task form
- Shift + D = Deletes highlighted task
- Shift + E = Opens field to rename selected task
| Explanation of the columns | |||||
| column | Explanation | ||||
| Name | The name of the task. | ||||
| work Types | Displays the type of work used if hours are spent on the task. By default, assigned the task type of work that is put on project. Double click in field work type if you want to change the type of work on a specific field. Showing a predefined work types created via the general settings | ||||
| Status | Displays the status of the task. Double-click the field to change the status of the task. You can choose from the following statuses: Not Started, Pending, Completed, and Canceled. | ||||
| Start and end date | Displays the task start and end date. By default, the task will get the start and end dates according to the start and end dates set on the project. You can change the date by double-clicking the fields. | ||||
| Participants | Displays the initials of project participants linked to the task. Double-click the field to add participants to the task. | ||||
| precursor | Shows which task precedes the task if there is an addiction relationship. Double-click the field to enter the task to be the precursor. | ||||
| Priority | Displays priority set on the task. By default, this is displayed as Normal. Double-click the field to change the priority. You can choose between Normal, Low and High. | ||||
| Estimate and sum estimate | In the Estimate column , you can enter estimated hours that you think will be spent on each task. Sum Estimate shows the total estimate for all tasks. | ||||
| reserved | Displays the number of hours reserved for the task via the Resources tab. | ||||
| Registered | This column actually shows the number of hours registered on the task via the hour registration module. | ||||
| Remaining / Overtime | In connection with registration of hours, provided that the project accepts the assignment of assignments, you can also enter how much time is left in the assignment. This will then appear in the project planner both as "Remaining" and a calculated "Overtime". The project scheduler will then also act as a monitor of project progression. In order for data to appear in this column, it assumes that resources are allocated to the task with allocated hours via the Resources tab. | ||||
| Previous change | This column shows the day, time, who the person and what change has been made to the task. | ||||
Recalculate Estimates
Updates the column estimates by resetting all estimate summaries and recalculating them. Initially, the sums will vote, but because of the freedom you have in entering the estimates, we have added this feature as an extra check.
Select columns
There are many columns in the project scheduler, and not all will necessarily be useful to everyone. By pressing “Select Columns” in the toolbar you will be able to select which columns you want to see.
It is also possible to create its own column order, which you do by grabbing the column head and dragging it to where you want it. This information will be stored locally using cookies, in other words, all planners in all projects that open on the machine you are sitting on will be displayed in this way. This is because it will have a close connection between the screen resolution.
Import tasks
You can import project plans from one or more other projects. This is to make it easier to create repetitive projects, and to make it possible to operate with one or more project templates.
When you have chosen which projects you want to import the project plan from, you will be asked what data on the tasks will also be included, most of them here are self explanatory but it is worth mentioning that in order for a participant on a task to join in the import, the participant must exist in both projects. The tasks being imported will automatically have their start and end dates adjusted.
This calculation takes into account the start dates of the projects and attempts to set the tasks to start and end just as long after the source project start date as the target project.
It is worth noting that there may be small adjustments that need to be made, especially in connection with leap years.