Sections in the planning console

• 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.

Business rules

You can also enable business rules when defining the columns for planning console using the Fire BR on Save field.

Client side planning console

Build your project structure quickly on the client side without having to save details in the server for each interaction in planning console. Enabling Client side planning console prevents any time lags that occur after you perform any actions in planning console, and improves the scheduling performance.

Automatic and manual projects

In an automatic project, any change to the dates, duration, or relationships of a project task automatically updates all the tasks in the entire project, including the project record, as necessary. The automatic project icon () appears adjacent 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. In a manual project, any update to actual start date does not update the planned end date of the project or project task. However, enabling the project property Enable alter of planned date with Actual for Manual Project updates the planned end date from actual start date and planned duration. The manual project icon () appears adjacent to the project name.

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

Tutorial