How to insert Projects and Tasks in the Master Planning

Once that the Master Planning is created, you can choose which projects and/or tasks to monitor.

  1. Log in to the HTML5 client.

  2. Select the Master Planning workspace.

  3. Select a Master Planning in the Project Data Selector.

  4. In the Gantt toolbar, click on the Add (addnewbluecircle_22_md.png) button, and select the desired option (Insert Project or Insert Task).

  5. In the prompted list, select the projects to add (or the project then the task(s)).

  6. A Gantt bar is added to the Gantt chart Master_planning_bar.png.

Warning

Managers 1, 2, and 3 of the Master Planning must have Read permissions on the Objects that are added to the Master Planning.

Warning

Do not forget to publish the Objects that are added to the Master Planning.