Creating a Child Planning Element

Prerequisite: ClosedYour view in the calendar or budget view is not sorted. You can get details about sorting in Sort and Filter.
If the view is filtered, the following description deviates, please note Creating a Planning Element in Filtered View. 

  1. Click in the sidebar navigation > Planner and select in the module navigation either > Calendar or > Budget.

    2. You switch to the selected view. The tree structure is displayed.

  2. Navigate in the tree structure to the element under which you want to create the new element.

  3. Right click this element and select New sub-element XXXX from the context menu.
    The XXX entry depends on the settings in your system and characterizes the different levels in the tree structure.

    4. The Create New Element dialog box appears.

  4. Enter an element name.

  5. Optional: Choose an element type.

  6. Click Create and open.

    7. A new element is inserted below the selected parent element. The detailed view is opened with the General tab.

  7. Click the Edit general element info button in the Quick Actions column.

    8. The Edit general element info dialog box will open.

  8. Edit the basic attributes of the element. For details, see chapter Structural Planning.

  9. Click on Save.

    10. The dialog box will close.

  10. Click X.

The detailed view of the element is closed. You have created the planning activity and edited its basic attributes.