Creating Project Elements 

Use

You structure your project by creating new project elements.

Prerequisites

·        You created a project definition (see Creating a Project Definition).

·        You opened a project for processing (see Opening a Project or Project Version).

·        You created a checklist template, as required.

Procedure

...

       1.      In the structure tree in the left screen area, select the project element for which you want to create new project elements.

In the dropdown box above the structure tree, the system displays all the project elements that you can insert beside the selected project element or directly below the selected project element. The following table provides an overview of the possible project elements:

 

Project Element	Possible Parallel Project Elements	Possible Lower-Level Project Elements	What Else You should Know
Project definition	-	Phase Checklist Task	You can only create checklists and tasks directly below the project definition if the project type of the current project allows this. You cannot create subtasks for tasks directly below the project definition.
Phase	Phase	Checklist Task
Checklist	Checklist Task	Checklist item
Checklist item	Checklist item	Task
Task	Task Checklist	Subtask	You can only create subtasks if the project type of the current project allows this. See also: Task Hierarchies

 

       2.      Select the project element that you want to create and then choose Create.

The system creates parallel project elements beside the selected project element and lower-level project elements below the selected project element.

       3.      Enter the data for your new project element.

For more information, see:

¡        Creation of Data for a Phase

¡        Creating Data for a Checklist

¡        Creating Data for a Checklist Item

¡        Work with Checklist References

¡        Creation of Data for a Task

       4.      Save your entries.

 

See also:

Including Subtrees from Templates