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[edit] Where in Project.net

Projects > Workplan

[edit] Workplan

Project Workplan
Project Workplan

The Workplan module in this application displays the list of all the tasks and milestones for the project selected. Details on the tasks assigned to resources if any, amount of work captured by the resource, start date and end date of the tasks, percent of work completed, priority of the tasks, duration of the task, work hours completed and dependencies if any for the task is listed in this page. Modifications, additions and deletions on the task list are done by choosing the respective options under the Toolbox and Schedule. The Workplan can be seen in Indented, Flat, or Gantt views.

[edit] To Change Workplan View

Gantt View
Gantt View
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu. All the tasks created for the project are by default displayed in the indented view.
  4. Select the [Flat] option to change the task list to the flat view display.
  5. Select the [Collapse All] option to collapse the indented tasks with the main task. On the contrary select Expand all to expand the nodes of the indented tasks with the main task.
  6. Choose the Gantt tab in the WORKPLAN page to view the Gantt view of the task list.

[edit] Customise Workplan Columns

 Customize Workplan Columns
Customize Workplan Columns
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu. All the tasks created for the project are by default displayed in the indented view.
  4. Click the [Column Setting button] to change the Workplan column.
  5. Click the [Clear All] button to uncheck all check boxes.
  6. Select the [Check box] option from Workplan Column Settings popup.
  7. Click the [Save] button to change column setting.
  8. Click the [Cancel] button to cancel changes.

[edit] Sorting Workplan Column

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu. All the tasks created for the project are by default displayed in the indented view.
  4. Click the [Column Name Header] to change the particular column order.

[edit] Dragging Workplan Column

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu. All the tasks created for the project are by default displayed in the indented view.
  4. Drag the [Column Name Header] and move at particular position to change the Workplan column sequence.

[edit] To Create a New Task

Create New Task
Create New Task
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Click # Go to the PROJECTS tab.
  5. Select a Project from the list.
  6. Click [New Task] in the Projects submenu. in the Toolbox
  7. Populate the fields and pull-downs
  8. Click [Submit]
  9. Click the checkbox for the resources the task will be assigned to
  10. Click on the % Assigned column for each resource and input the numerical value for the percentage of the task to be allocated to that resource
  11. Click [Submit]

A new task now been created.

[edit] To Modify a Task

Edit Task
Edit Task
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. To edit Task parameters
  5. Highlight the task you wish to edit
  6. Click [Edit Task] in the Toolbox
  7. Edit the task information
  8. Click [Recalculate]
  9. If there are no errors, click Submit
  10. To edit Resources on a Task
  11. Click on the name of the task you need to edit
  12. Click on the RESOURCE tab
  13. Make necessary changes to the pertinent fields
  14. Click [Update]
  15. If there are no allocation errors, click [Submit]

The Task has now been modified.

[edit] To Delete a Task

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task you wish to delete
  5. Click [Delete Task] in the Toolbox
  6. Select the [YES] radial button and click [Submit] in the pop-up window

The task has now been deleted.

[edit] To Add an External Task

Add External Task
Add External Task
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Select the [Add External Task] option under Toolbox.
  5. In the select Objects to include page, select the object already shared and to be added as an external task.
  6. From the available options to share or copy objects under the Action channel bar, select the required option and click on [Submit].

The selected object is now added to the task list in the workplan.

[edit] To Share a Task

Share Task
Share Task
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task that is to be shared and click on the [Share Task] option under Toolbox.
  5. In the SHARE TASK page, select the required option on "Share objects between multiple workspaces" and "Allow other workspaces to make a copy of this object".
  6. Select the required options under Sharing permissions to select all or specific workspaces to share the object.
  7. Search to select the workspace to share the object with and click on the [Submit] button.

The object is now shared with the selected workspace.

[edit] To View Properties of a Task

View Task Properties
View Task Properties
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task that the properties and double click the task to view the properties of this task. The View Task page of the selected task is now open with the tabs on Status, Resources, Dependencies, Advanced, History and Blogs.
  5. Click on the Edit option under Toolbox in the View task page open the Modify task page and make modifications to the task if any.

[edit] To Notify a Task

Notify Task
Notify Task
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task you wish to create a Notification for
  5. Click on the [Notify] option in the Toolbox. This will open to the New Notification where the options to create the new notification are provided. The sections that are defined in this Notification window can be summarized as follows:

Status
Select the enabled or disabled status of the current notificaiton.

Name of the Notification
Enter a name for the Notification.

Actions to be Notified about
The actions on the task that are to be notified about will include;

  • Task Assignment
  • New Task
  • Edit Task
  • Delete Task
  • Change Task Status

Choose any or all of these task status that are to be notified about.

Delivery Method
Select the Delivery Method from the options that are available in the drop down field. The Delivery Method is by default set to Email.

Delivery Schedule
The schedule or interval based on which the notifications are to be sent are decided by choosing the options that are available in the drop down field on Delivery Schedule. These options include:

  • Immediately
  • Daily
  • Weekly
  • Monthly

Deliver To
The Deliver To section of the Notification window will include the list of all the participants to the selected project. Select any or all of these participants to whom the notification on the tasks are to be delivered.

External Email Address
Provide the External email address of any person who is to be included in the Notification.

Message
The content or the message in the notification is provided in this section.

  1. Provide all required details for the creation of the new notification and click on Submit.
  2. Notifications are sent to all or the selected participants based on the selection in the Notification window.

[edit] To Import MSP XML

Import MSP XML
Import MSP XML
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Click [Import MSP XML] in the Toolbox
  5. In the Choose XML file page, click the [Browse] button and select the file you want to import.
  6. Click [Open]
  7. Click [Next]
  8. Select the parameters you wish to import
  9. Click [Next]
  10. Map the MSP resource to a resource in your project if needed
  11. Click [Next]
  12. Select resource working times to be imported if needed
  13. Click [Next]
  14. Review the details and click [Import]

The workplan has now been imported.

[edit] To Export to MSP XML

Export to MSP XML
Export to MSP XML
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Click on the [Export to MSP XML] option under Toolbox.
  5. In the EXPORT TO XML FILEpage, click on [Finish].

The workplan is now exported and can be saved for later use.

[edit] Security

Security Roles and Permissions can be defined for any task in the workplan list. For this;

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task for which the security settings are required.
  5. Click on the [Security] option under Toolbox.
  6. The Edit Role entry window is now open.
  7. Make the required modifications on the Roles and the participants and click on "Apply All Changes" to apply the changes for the roles.

The updated roles are now set for the security defined.

[edit] To Move a Task Up

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task that is to be moved up.
  5. Click on the [Move Task Up] option under Schedule.

The selected task is moved up by one level. It is not possible to move the first task up and on doing the same an alert message "You cannot move the first task up. This task is already at the top of the list." is displayed.

[edit] To Move a Task Down

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task that is to be moved down.
  5. Click on the [Move Task Down] option under Schedule.

The selected task is moved down by one level. It is not possible to move the last task in the list down and on doing the same an alert message "This task is already at the bottom of the list. It cannot be moved down." is displayed.

[edit] To UnIndent a Task

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the indented task that is to be unindented.
  5. Click on the [Unindent] option under Schedule.

The selected task is no longer indented.

[edit] To Indent a Task

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task that is to be indented.
  5. Click on the [Indent Task] option under Schedule.

The selected task is now indented to the previous task in the list. It is not possible to indent the first task and on trying to do the same an alert message "You cannot indent the first task, there is no task to indent it under." is displayed.

[edit] To Assign Resources to a Task

Assign Resources to Task
Assign Resources to Task
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task that is to be assigned to a resource.
  5. Click on the [Assign Resource to Task] option under Schedule.
  6. In the Assign Resources window, select the open on "Add to existing Assignments" or "Replace existing assignments" as required.
  7. Select the Resource to whom the task has to be assigned from the Resource list.
  8. Enter the Assigned % and click on [Submit].

The task is now assigned to the selected Resource.

An externally added task or schedule cannot be assigned to a resource.

[edit] To Update % Complete

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight the task for which the task complete % has to be updated.
  5. Click on the position where the work complete percent needs to be modified.
  6. The work complete field is now open for edit.
  7. Update the Work Complete percent.
  8. Click on [Submit] to save the updated work complete percent.

The work complete % for the selected task is updated.

[edit] To Link Tasks

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Highlight two or more tasks in the list that are to be linked.
  5. Click on the Link task option under Schedule.

The selected tasks are now linked to each other.

[edit] To Unlink Tasks

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Select the linked tasks in the list and click on the [Unlink Tasks] option under schedule.

The selected tasks are now unlinked.

[edit] Recalculate

Choosing the [Recalculate] option under Schedule in the Workplan page recalculates and saves all the tasks in the list due to changes and edits performed in them.

[edit] Schedule Properties

Schedule Properties
Schedule Properties
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Make the required modifications if any on Schedule name, Schedule Start date, and Default Time Zone, Default Task Calculation type.
  6. Click on [Recalculate] to recalculate all the tasks based on the modified properties.
  7. Click on [Submit] to save the changes.

[edit] To Change Working Times

Change Working Time
Change Working Time
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the View properties option under Toolbox. The Schedule Properties page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the tab on Change Working times. Work time calendars if any already created are list.

[edit] To Create a Work Time Calendar

Create Working Time Calendar
Create Working Time Calendar
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the tab on Change Working times. Work time calendars if any already created are list.
  6. Click on the [New] option under Toolbox.
  7. In the Create Calendar page, select the option on [Create Base Calendar] or [Create Calendar for Resource].
  8. Enter the required fields on Calendar name, select the resource for whom the calendar is to be created and the select the based on option from the based on field, and click on [Submit].
  9. Enter the day of week settings and the work time for the created calendar and click on the [Submit] button.

The new Work time calendar is now created.

[edit] To Edit a Work Time Calendar

Edit Working Time Calendar
Edit Working Time Calendar
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the tab on Change Working times. Work time calendars if any already created are list.
  6. Select the calendar that needs to be modified and click on the [Edit] option under Toolbox.
  7. In the day of week settings page that is now open, make the required modifications and click on [Submit].

The modifications to the Work time calendar are now saved.

[edit] To Remove a Work Time Calendar

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the tab on Change Working times. Work time calendars if any already created are list.
  6. Select the calendar that needs to be removed and click on the [Remove] option under Toolbox.
  7. In the confirmation pop up on "Are you sure you want to remove this Work time Calendar?" click on [OK].

The selected Work time calendar is now removed.

[edit] To View Workplan History

Workplan History
Workplan History
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the tab on HISTORY.

History of the Baseline dates and dates of the modifications to the tasks in the list are displayed in this page.

[edit] To Create a Baseline

Create Baseline
Create Baseline
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the BASELINE tab. All the baselines already created are displayed.
  6. Click on the [New] option under Toolbox to create a new baseline.
  7. In the CREATE BASELINE page, enter the baseline name and description.
  8. Check box to indicate if this created baseline is the default baseline for the object.
  9. Click on [Submit] to save the baseline.

The baseline is now created and is listed in the [BASELINE] page.

[edit] To Edit a Baseline

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the BASELINE tab. All the baselines already created are displayed.
  6. Select the baseline that is to be modified and click on the [Edit] option under Toolbox.
  7. In the CREATE BASELINE page that is open make the required modifications and click on [Submit] to save the changes.

The modified baseline is now listed in the BASELINE page.

[edit] To Remove a Baseline

  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the BASELINE tab. All the baselines already created are displayed.
  6. Select the baseline that is to be removed and click on the [Remove] option under Toolbox.
  7. In the confirmation pop up on "Are you sure you want to delete this object?" click on [OK].

The selected baseline is now deleted and now more available in the list in the [BASELINE] page.

[edit] To View Baseline Properties

Baseline Properties
Baseline Properties
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the BASELINE tab. All the baselines already created are displayed.
  6. Select the baseline the properties of which are to be viewed and click on the [Properties] option under Toolbox.

The VIEW BASELINE page is now open with the properties of the baseline displayed.

[edit] Status Icons and Colors

Status Icons and Colors
Status Icons and Colors
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the STATUS ICONS AND COLORS tab.
  6. Select the image and the background for the various functions in the Task list and click on the [Submit] button.

The changes to the image and the background for the various functions of the task list are now saved.

[edit] To Share Objects

Task Sharing
Task Sharing
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the SHARING tab.
  6. In the sharing page, select the required option on "Share objects between multiple workspaces" and "Allow other workspaces to make a copy of this object".
  7. Select the required options under Sharing permissions to select all or specific workspaces to share the object.
  8. Search to select the workspace to share the object with and click on the [Submit] button.

The object is now shared with the selected workspace.

[edit] To Run Tools

Run Tools
Run Tools
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Without selecting any task in the list click on the [View Properties] option under Toolbox. The SCHEDULE PROPERTIES page of the project is displayed with the highlighted tab on Schedule Properties.
  5. Select the TOOLS tab.
  6. From the list of the tools on resequence all tasks, Recalculate Schedule, Find Inconsistent tasks, Find tasks with inconsistent assignments, click on [Run Tool] for the tool required.

Choosing the Run tool performs the defined functions of the selected tool.

[edit] To Filter Workplan

Filter Workplan
Filter Workplan
  1. Go to the PROJECTS tab.
  2. Select a Project from the list.
  3. Click [Workplan] in the Projects submenu.
  4. Click [Filters] in tasklist widget.
  5. Populate the fields and pull-downs
  6. Click [Apply] to filter tasks
  7. Click [Clear Filters] to reset task lists views

[edit] Export GANTT PDF

This option enables to export the GANTT report of the workplan to a PDF file. The GANTT report of the current list of tasks in the Workplan is now available as a PDF.


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