The goal of this step is to identify all the tasks or phases required to complete the project.
If your Schedule Mode is "Critical Chain", do not forget to select the Planning Mode. The Switch to Tracking Mode () button must be displayed in the Main toolbar.
Select a task in the Gantt spreadsheet if you want to insert new tasks before or after the selected one.
In the Insert Tasks area, select the number of tasks to be inserted.
Upon clicking on the Insert Tasks button (), users can select the position of the rows containing the newly created tasks:
Insert After – The selected number of tasks to be created appear underneath the current task. The new tasks will be created at the same level as the selected task.
Insert Before – The selected number of tasks to be created appear above the current task. The new tasks will be created at the same level as the selected task.
Insert Children – The selected number of tasks are created as children of the current task. Note that if the current task has assignments (Labor or Cost item), the user will have to confirm that these will be removed before new children tasks are created.
The task must be selected before using the Insert Tasks button.
For better performances, it is recommended to use the Built-in context menu when possible.
Right-click on the selected tasks to display the Built-In Context Menu which contains the following commands: Copy, Cut, Paste, Delete, Indent, Outdent, Insert Before, and Insert After.
Select the desired command.
Please do not forget that the copy, cut, and paste capabilities behave differently depending on whether the content has been implicitly (specific cells) or explicitly (entire row) selected.