Contents

Planning console

Planning console

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.

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.

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 ().

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

The WBS section of the planning console allows you to create parent-child relationships for new tasks or move around existing tasks in a new parent-child relationship. The position of a task in the hierarchy and the level of indentation determine the parent-child relationship it has with the tasks above or below it.