Planning console tasks

You can perform several tasks on the planning console that you can perform on lists and forms, such as creating projects and project tasks. You can also perform several tasks unique to the console.

Table 1. Planning console tasks
Task How to perform the task
General console settings
Display a project in the planning console Select the project from the choice list.
Create a project Click the selection arrow () on the banner and select Create New Project. The form that appears has a limited number of fields compared to the Project form you can access from the Project > Projects > Create New module link. You can configure the form to show or hide fields. See Create a project for a description of Project form fields.
Note: The Calculation field is set to Automatic by default, meaning that parent task dates are automatically updated to reflect any changes made to dependents or child tasks.
WBS hierarchy
Create a project task Click an existing task to determine the insertion point for the new task, and then click the add task above icon () or the add task below icon ().
Move a task up or down in the hierarchy Click an existing task, and then click the move up () or move down () icons.
Indent or unindent a task in the hierarchy Click an existing task, and then click the indent () or unindent () 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 planning console. You can also edit project tasks that represent phases in the project workbench.
Edit the State field Enable the com.snc.project.fire_brs_from_planning_console project property, and then double-click the value in the State column to select a new state.
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.
Note:
  • You can add multiple agile phases and multiple test phases to a project.
  • You can add only one test phase for a test plan in a project.
  • An agile phase cannot overlap another agile phase for an assignment group in a project.
  • While creating a story, if a project has only one phase, then the story is tagged to the phase.
Open a test plan or story Right-click a task that represents a phase in the workbench, and then select Manage Test Plan or View Stories.
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.
Show or hide external dependencies Click the Gantt chart icon (), and then click 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 WBS section of the successor project still shows the value of external dependency.

Show external dependency notifications Click the notification bell icon Notification bell iconto display the notifications raised in the successor project. The notifications are triggered as a result of changes made in the predecessor project.
external dependency notification example screenshot
  • For a soft dependency, click Accept or Reject to accept or reject the changes in the notification.
  • For a hard dependency, view the displayed notification to review the changes in the notification.
Expand or contract column width Click the side of the column and drag it right or left.
Show or hide columns in the planning console Click the filter 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 Click the filter icon (), and then select the level from the WBS Depth choice list.
Expand or collapse sublevels for any level Click the arrow to expand or collapse any task that has one or more subtasks.
Gantt chart
View a summary of a task Hover over a task.
Change the planned start or end dates of a task Click the task, and then drag the left or right edge of the task bar.
Move a task to a new date Click 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 Click the Gantt chart icon (), and then select a baseline from the baselines choice list.
Create a baseline Click the Gantt chart icon (), and then click Create Baseline. See Create a project baseline for more information.
Display the critical path Click the critical path icon (). See Gantt chart for more information on the critical path.
Show date change Click the board configuration gear icon (), and then click 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 Click the board configuration gear icon (), and then click 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 Click the board configuration gear icon (), and then click 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, click one of the time periods, such as the month, or day, and so on. Then select a Zoom Level from the calendar.
When the zoom level in calender is selected as Auto Fit, the Gantt view fits in one page to view entire timeline for the project in one go without using the scrollbar.
Open the tutorial Click the help icon () and select Walkthrough.
Open list of keyboard shortcuts Click the help icon () and select Keyboard Shortcuts.
Other features or applications
Open live feed Click the Live Feed icon ().
Open the project workbench Click the Planning Console selection arrow on the banner and select Go to Project Workbench.
Print the gantt timeline Click the icon (), and then click Print.
Note:
  • Printing onto a smaller paper size may result in the gantt chart image being cut off. You may either zoom out using the gantt chart calender, or increase paper size to print the gantt timeline for projects and tasks.
  • If the colored bars in gantt chart area are not visible in Print preview, then select the option for background graphics in the Print dialog.