How to create a Master Planning

  1. Log in to the HTML5 client.

  2. Select the Master Planning workspace.

  3. Click on the NEW MASTER PLANNING button.

  4. In the Create a new Master Planning popup, enter a Name, and select a Portfolio Folder if needed.

  5. Once all the mandatory fields (indicated by a red asterisk) are filled in you can create the Master Planning by either:

    1. Clicking on Create to close the creation popup.

    2. Clicking on the Create & Define button, to continue entering the following information: ID, Start Constraint, Manager 1, Manager 2, Manager 3, Organization Readers, Organization Writers, Users Readers, Users Writers.

      Then, click on the Close button.

  6. The new Master Planning is displayed in the Project Data Selector.


The Project Start Constraint of the Master Planning is automatically set to Today’s date. Once some Tasks and Projects are imported, the Start date of the Master Planning will be automatically updated to accommodate the earliest start date of the dependencies.