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Function documentationStructure - Detail

 

This function gives you an overview of the project structure and all the project elements it contains. Multiple selection is possible. You must select at least one project element. You can also edit the project structure and its elements.

Note Note

You can also edit the project in the table view (see Table View) or in the graphical view (see Graphical View).

End of the note.

Activities

You can carry out the following activities:

  • Create project elements. You have the following options:

    • You can select the required object type in the Object field and choose Create.

    • You can create a new project element by selecting a project element in the tree, right-clicking on the project element, choosing Create and then selecting the required object type from the dropdown list.

  • Delete project elements

  • Cut, copy, and paste project elements

    • Multiple copy and paste: If you have selected a project element, the system also takes all subordinate project elements that belong to this project element into account when copying the objects. When you paste a project element, the system also inserts all sub trees.

  • Expand or collapse sub trees

  • Select or deselect project elements

  • Set filters (see Setting the Filter)

  • Drag and drop project elements:

    • You can place an element between two other elements in the structure tree by clicking the element and keeping the mouse button pressed. As soon as the element is selected, you can drag the element to a different position in the tree and drop it between two elements.

    • You can make an element a sub object of another element by clicking the element and keeping the mouse button pressed. As soon as the element is selected, you can drag the element to the relevant project element, and drop it on this project element. If you have selected multiple project elements, you can only paste them if the have they same type (such as phase, checklist item, and so on).

    Drag and drop of project elements is available for operational projects, templates, and simulations. It is only available in edit mode.

    Note Note

    If more than one project element is selected and you drag and drop, the order in which the elements are inserted is the same order in which the elements have been selected.

    End of the note.

    Project elements that are placed directly below the project definition cannot be moved to a lower hierarchy level and project elements that are in a lower hierarchy level cannot be moved to directly below the project definition.

    The following drag and drop activities are possible for the different project elements:

    Project element

    Drag and drop activities

    Phases

    You can change the order of phases in a project by using drag and drop as they are all on the same level. You cannot drop a phase onto another project element.

    Tasks (including master tasks, sub projects, and milestones)

    Tasks below the project definition: You can change the order of tasks below the project definition. For other tasks (such as tasks under phases or tasks under checklist items), you can use drag and drop to change the order of the project elements and the hierarchy (by creating sub objects).

    Checklists

    Checklists below the project definition: You can change the order of checklists below the project definition. As they are all on the same level, you cannot create sub objects using drag and drop.

    For checklists under phases: You can change the order of checklists under a phase and you can drag and drop a checklist to another phase. It is not possible to have a hierarchy of checklists and checklists under a phase cannot be dropped under the project definition.

    Checklist items

    You can change the order of checklist items. Checklist items can only occur below checklists. As they are all on the same level, you cannot create sub objects by using drag and drop.

    Note Note

    The project definition is always located at the top of the hierarchy. Therefore, no drag and drop is possible. If you select a task together with a mirrored task and drag them to a different position, the system moves both the task and the mirrored task, but when you drop both objects, only the task gets inserted.

    End of the note.
  • Access the detail data for the project