Creating Project Elements
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 (see Creating a Project Template).
Procedure
In the structure tree on the left-hand side of the screen, select the project element for which you want to create new project elements (see Structure Tree). 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
You can create project elements as follows:
Above the structure tree, select the project element that you want to create and then choose the
Create
pushbutton. The system adds parallel project elements of the chosen element type at the same level as the selected project element and lower-level project elements below the selected project element at the end of the list.In the structure tree, click the selected project element with the secondary mouse button , then choose
Create
and choose the project element that you want to create. The system adds parallel project elements of the chosen element type at the same level as the selected project element and lower-level project elements below the selected project element at the end of the list.In the structure tree, click the selected project element with the secondary mouse button and then choose
Create and Insert
. The system creates and inserts above the selected project element a parallel project element at the same level and with the same element type as the selected project element.
Enter the data for your new project element.
For more information, see:
Save your entries.