Planning console

The planning console is a centralized interface for the Project Management application.

The planning console gives project managers a comprehensive view of all aspects of a project, including a hierarchical list of subprojects, if any, project tasks, which appear in a work breakdown structure (WBS) list, and the project Gantt chart. The console also integrates with Live Feed so your users can collaborate on projects.

Sections of the planning console

The planning console is divided into the following sections:
  • A list of the project tasks if you open the planning console for a project.
  • The Gantt chart.
  • Banner icons and lists for performing tasks on the console.
Figure 1. Example planning console
Planning console
For more information on the Gantt chart and the task relationships and dependencies you can build, see Gantt chart and Project task relationships and dependencies.
Note: The resources in Assigned to column in planning console can be constrained to be derived only from the allocated resource plans associated with the project or any of its tasks. The Derive assignee list from resource plan field controls the behavior on the project form.

Business rules

By default the business rules are not triggered during an operation in the planning console. You can enable the business rules using Enable firing of Business Rules property.

Automatic and manual projects

In an automatic project, any changes to the dates, duration, or relationships of a project task automatically updates all tasks the entire project, including the project record, as necessary. The automatic project icon () appears next to the project name.

In a manual project, changes to the dates, duration, or relationships of a project task do not automatically update all tasks. So parent task dates do not reflect any changes made to dependents or child tasks. The only change that is made automatically is when a task date or duration change updates dates and duration of the project record. The manual project icon () appears next to the project name.

You can specify if a project is automatic or manual in the Calculation field of the Project form. This field becomes read-only when the project starts.

Tutorial

A tutorial walkthrough is available in the console. It shows you all the features of the console and how to use them. Access the walkthrough under the help icon ().