Add or Open a Task Plan on the Work Plan Page

Add or open a task plan to display specific swimlane categories on the Work Plan page planning board. Creating a task plan with swimlanes can be especially useful when organizing task cards on the planning board by hierarchical objects such as WBS or codes. One of the most important details to consider is the starting level for your swimlanes, which is included in the total number of levels that display.

You can add as many task plans as you need for planning purposes but be sure to name them something significant to the project or swimlanes that you associate to the task plan. You will see the name of the open task plan display above the planning board.

Note: You must have Configure Task Plan privileges enabled in Project permissions to add, edit, or delete task plans.

Add a Task Plan

To add a task plan from the Work Plan page:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Tasks, and then select Work Plan.
3. From the Actions  menu, select Add Task Plan.
4. Add task plan information in the Add Task Plan dialog box:
   1. Create a name for your task plan in the Task Plan Name field.
   2. Select a swimlane category from the following options in the Swimlane list:
      • Activity Code
        • Activity Code: Select an activity code for your swimlanes.
        • How Many Levels?: Select the total number of code value levels to display for the selected code. You can display up to three levels of hierarchical code values.
      • Assigned User
      • Company
      • Task Code
        • Task Code: Select a task code for your swimlanes.
        • How Many Levels?: Select the total number of code value levels to display for the selected code. You can display up to three levels of hierarchical code values.
      • Work Breakdown Structure (WBS)
        • WBS: Select the starting point, or parent WBS level, for your swimlanes.
        • How Many Levels?: Select the total number of levels to display including the parent level and any children. You can display up to three levels including the parent, or starting level.

          Note: A minimum of one swimlane must be added to a task plan before you can create the task plan. You can add three swimlanes per task plan.

   3. (Optional) Select Add Swimlane to add another swimlane category to the task plan.
5. Select Add to create the task plan and apply it to the planning board.

Open a Task Plan

To open a task plan on the Work Plan page:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Tasks, and then select Work Plan.
3. From the Actions , select Open Task Plan.
4. Select a task plan from the  Select a Task Plan menu in the Open Task Plan dialog box.
5. Select Open to open the task plan and apply it to the planning board. Any swimlane settings that you associated to the task plan will be visible on the planning board.