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Procedure documentationCreating 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).

  • Optional: You decided whether to focus on the project element or the message area when a message is issued.

    The system automatically sets the focus to the Name or Number field when you create a project element. However, when a message is issued, the focus is shifted to the message area. You can switch off this logic, and ensure that the focus stays with the project element as follows: In Web Dynpro component FPM_OIF_COMPONENT under Web Dynpro application CPROJECTS_FPM, open the standard configuration CPROJECTS_FPM, or the customer-specific configuration that you are using. Deactivate the WDACCESSIBILITY and WDSETFOCUSONMESSAGEAREA Web Dynpro parameters. Note, however, that once you have deactivated these parameters, the focus will stay within the project element even if a message is issued and this new logic will apply throughout Project Management.

Procedure

  1. 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). Above the structure tree, the system displays the most common project elements that are normally created in parallel to or below this project element, as well as a Create dropdown list that lists the remaining project elements that you can insert parallel to or below the selected project element. The following table provides an overview of the possible project elements, as well the displayed Create buttons for each project element:

    Project Element

    Possible Parallel Project Elements

    Possible Lower-Level Project Elements

    Displayed Create Buttons

    What Else You should Know

    Project Definition

    -

    Phase

    Task

    Checklist

    Checklist Reference

    Milestone

    Mirrored Task

    Create Phase (lower-level)

    Create Task (lower-level)

    Create (remaining project elements)

    You can only create checklists and tasks directly below the project definition if the project type of the current project allows this.

    Phase

    Phase

    Task

    Checklist

    Checklist Reference

    Milestone

    Mirrored Task

    Task

    Checklist

    Checklist Reference

    Milestone

    Mirrored Task

    Create Phase (parallel)

    Create Task (lower-level)

    Create (remaining project elements)

    Checklist

    Checklist

    Milestone

    Mirrored Task

    Task

    Checklist Reference

    Phase

    Checklist Item

    Create Checklist (parallel)

    Create Checklist Item (lower-level)

    Create (remaining project elements)

    You can only create phases as parallel project elements if the checklist is directly under the project definition.

    Checklist Item

    Checklist Item

    Task

    Mirrored Task

    Milestone

    Create Checklist Item (parallel)

    Create Task (lower-level)

    Create (remaining project elements)

    Checklist Reference

    Checklist Reference

    Milestone

    Mirrored Task

    Task

    Checklist

    Phase

    Checklist Reference

    Create Checklist Reference (parallel)

    Create (remaining project elements)

    You can only create phases as parallel project elements if the checklist reference is directly under the project definition.

    Task

    Task

    Checklist

    Checklist Reference

    Milestone

    Mirrored Task

    Phase

    Subtask

    Checklist

    Checklist Reference

    Milestone

    Mirrored Task

    Create Task (parallel)

    Create Subtask (lower-level)

    Create (remaining project elements)

    You can only create phases as parallel project elements if the checklist reference is directly under the project definition.

    You can only create subtasks, checklists, or checklist references if the project type of the current project allows this.

    See also: Task Hierarchies

    Mirrored Task

    Mirrored Task

    Task

    Milestone

    Checklist

    Checklist Reference

    Phase

    -

    Create Mirrored Task (parallel)

    Create (remaining project elements)

    You can only create phases as parallel project elements if the checklist reference is directly under the project definition.

  2. You can create project elements as follows:

    • In the structure tree, select the project element for which you want to create new project elements and then choose either the displayed Create pushbuttons or the Create dropdown list. 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.

  3. Enter the data for your new project element.

    For more information, see:

  4. Save your entries.

More Information

Including Elements from Templates or Projects