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Adding a Planning Object

In the Collaborative or CPM Gantts, you can create tasks and assign resources to this task. When you add planning objects, you can either create a summary or task, or you can insert a task or a milestone.

ClosedTo add a summary

  1. Open the Gantt.
  2. Right-click the task name where you want to add the new summary under and select Create Summary.
  3. In the Create New Summary dialog box, add the following information:
  4. Click OK.

ClosedTo add a milestone

  1. Open the Gantt.
  2. Right-click the task name where you want to add the milestone to and select Insert Milestone.

    3. Proliance adds the milestone to the row below the selected row.

ClosedTo add a task

  1. Open the Gantt.
  2. Right-click the task name where you want to add the task to and select Create Task or Insert Task.

    3. If you select Insert Task, Proliance will insert one task below the selected row with the Default Planning Object Name and Default Planning Object Duration.

  3. If you select Create Task, in the dialog box that appears, add the following information:
  4. Click OK.