Creating a Planning Element in Filtered View

You can create elements in a filtered view and thereby prepopulate the new element with the filter values. This applies when filtering on the following properties:

  • Dimensions (with the exception of weighted multiple selections)

  • Responsible Person

  • Marker

  • Currency

  • Fees

The following properties cannot be prepopulated:

  • Element type

  • Start date

  • End Date

  • Category

  • Tree level

  • Element name

  • Lowest tree level

Note

You cannot create an item in a sorted view.

In some cases, prepopulating cannot be performed automatically, for example if the filter contains several values for a property to be populated with one value. In this case, you can select one or more properties in the Create Element dialog box.

The Create Element dialog box also lists the following information:

  • List of the properties that can be prepopulated.

  • List of properties that are included in the filter, but whose prepopulation is basically not possible.

  • List of properties that cannot be prepopulated because the user does not have the necessary write permissions in the detailed view, for example on the Dimensions tab.

  • Whether the new element may not be shown in the currently filtered view, for example, because the filter contains exclusion criteria.

Prerequisite: Your view in the calendar or budget view is not sorted. You can get details about sorting in Sort and Filter.

  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 from which you want to create the new element.

  3. Right click this element and select New sub-element XXXX or New element XXXX from the context menu. For the differences, see the chapters Creating a Child Planning Element and Creating a Planning Element on Same Level.
    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. Select whether certain properties of the element are preassigned with values of the current filter. If no preassignment is to take place, deactivate the slide switch.

  7. If a preassignment is to take place, but values cannot be selected automatically, activate the desired values in the lower area of the dialog box.

  8. Observe any notes in the dialog box.

  9. Click Create and open.

    10. According to your action a new element will be inserted. The detailed view is opened with the General tab.

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

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

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

  12. Click Save.

    13. The dialog box will close.

  13. Click X.

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