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Planning console

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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 sub-projects, if any, project tasks that 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 in 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
screenshot for Planning console
For more information on the Gantt chart and the task relationships and dependencies that you can build, see Gantt chart and Project task relationships and dependencies.
Note: The resources in the Assigned to columnof the planning console can be constrained to be derived only from the allocated resource plans associated to 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.
Note: To enable this property, you must clear the Enable Client Side Planning check box.

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 (screenshot for 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 (screenshot for 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

A tutorial walk through is available in the console. It shows you all the features of the console and how to use them. Access the walk through within the help icon (screenshot for help icon).
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