14.42 How to create a Detailed Plan within a Project

Related Articles 10.2 Detailed Plan

Within Project Management in Tradepoint a Detailed Plan is established within a Project through the Detailed Plan icon.  This section will allow you to set each task and appointment in order to complete the Project. In the lower right hand corner of the screen you will see a set of icons to establish the Detailed Plan for your Project.

Each of these icons gives you the ability to create the relevant tasks and appointments and import any existing tasks and appointments as well. The delete icon gives you the choice of deleting a task/appointment completely from the system or deleting it from the Project but still maintaining the task/appointment in the system as needing to be accomplished.

Each of the icons above will open a window to fill in the details of a task/appointment, add any documents and set the Category and any Reminders for the team members on the Project.

When the details of a task/appointment has been completed it will be listed in the overall detailed plan complete with the GANT charting. Scrolling your mouse over any charted item will reveal the details you entered in the details screen for a task/appointment. This way you will not have to double click any of the charted tasks/appointments to view the details.