Initial Screen of the Project Planning Board  

Use

On the initial screen you can see an overview of the projects that you are involved with. You can quickly access projects that you have recently processed or that you have stored in your personal worklist.

You access the initial screen of the project planning board by choosing Project planning board ® Change project or Display project.

Features

There are the following screen areas on the initial screen:

Preview last project

In the right-hand screen area you always see in the preview the project that you called up last in the project planning board. The project definition of this project is automatically copied into the entry area. You can thus start work immediately with the last project you worked on.

Worklist

You can store frequently used project data (project definitions and WBS elements) in the worklist, so that you can access them quickly later. On the initial screen, you can open project elements from the worklist and include new project objects in the worklist.

Entry area

The project or the substructure (WBS element) to be opened is displayed in the entry area. If you select project data from the preview or the worklist, the system automatically copies the data to the entry area. If you want to open a project or the substructure (WBS element) that is not in either the preview or the worklist, enter the data manually in the relevant field in the entry area.

You can also temporarily change the project planning board profile and determine whether subordinate activities are loaded as well.

The following table lists how to execute various functions on the initial screen:

Function

Action

What You Should Know

Open the project in the preview

Choose Open project.

The project definition for the project in the preview always appears automatically in the entry field, when the system loads the initial screen.

Open a project from the worklist

The following alternatives exist:

  • Double-click on the project in the worklist
  • Select the project in the worklist and choose Open in the context menu.

The system opens the project in the project planning board.

Open another project

Enter the project definition on the entry field and choose Open project.

You can find existing project definitions by using F4 help.

Copy projects to the worklist
  • To copy projects from the entry field to the worklist, choose Include in worklist.
  • To copy project data from another project to the worklist, choose Include in worklist from the context menu. A dialog box appears in which you enter a project definition or a WBS element to copy to the worklist.

The system automatically makes the assignment to the relevant group (Project definition or WBS element)