The fields configured in the Object Editor area are displayed as shown in the below screenshot.

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Figure 1.1

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Figure 1.2

• You can switch between the Gantt chart and the Kanban board by clicking on the respective tab names at the top.

• Any changes done to the Project Table will be automatically updated in the Gantt chart in real-time and vice versa. Once a Summary Task is completed, all of its Child Tasks are auto updated and vice versa as well.

• You can assign multiple resources to a task by clicking the Responsible Person column. You need to tick the staff which you need to allocate as resources and click OK. You have to decide the primary resource by selecting the Primary radio button and this selection is mandatory. 

• Additionally, you can see the percentage of involvement through the 'Hours Per Day' which will be decided by the user (click the Hours Per Day box in order to edit the value). The system will show the Total Effort allocated to responsible person based on Hours Per Day/Percentage and the task duration.

The icons in the toolbar, placed at the top of the Gantt chart, can be used to perform various functions in the project schedule (e.g. add, edit, delete tasks, move tasks up/down, and other functions available under the … (more) menu when clicked upon.

1.1 Toolbar functions

Listed below are the functionalities of each icon in the toolbar:

• Add Task – Adds a new task to the Gantt chart at the bottom of the task list. If you select a task and click on this button, a new task will be created as a sub task of that main task, and will be listed at the bottom of the sub tasks. The new tasks can be renamed and moved anywhere afterwards.

• Save – Save any changes made to the Gantt chart.

• Delete – Select a task and click this button to remove a task.

• Filter – Click this to filter a task by a 'Task Name' or only tasks that you are responsible for by turning the toggle button ON under 'Filter My Tasks' in the filter popup.

• Indent – Indents the selected task to be a sub task of the previous task.

• Outdent – Outdents the selected task to be a main task and removes it being a sub task of the previous task.

• Export – Export the task planning details as a PDF or Excel sheet. You may select if you want to export only the table or chart of both table and chart details.

• Chart View – View only the chart without tasks in this view. Click on Gantt View to view back tasks details.

• Full/Default Screen Screen – Full Screen will expand the Gantt chart to be viewed in full screen mode and the Default Screen button will be displayed when in full screen mode, to be clicked and collapse back to the default size of the Gantt chart view.

• … – Click this more button to list down more functions to perform on the Gantt chart.

  • Table View – View only the task table without the chart details. Click on Gantt View to view back chart details.

  • Gantt View – Click on this view to view the Gantt chart in full with the tasks and project charts.

  • Scale to Fit – Click this view to fit both the table view and chart view proportionately.

  • Weekly View – This will display the chart breakdown of tasks in a weekly view. Click on Scale to Fit to view back chart details in the default view.

  • Monthly View – This will display the chart breakdown of tasks in a month view.

  • Yearly View – This will display the chart breakdown of tasks in a year view.

  • Highlight My Tasks / Clear Highlight My Tasks – This will highlight tasks that you are responsible for. Once highlighted, the 'Clear Highlight My Tasks' option will clear the highlights.

  • Download MS Project Add-in – This button gives you the ability to export the Gantt chart as an XML file which can be then viewed and edited using Microsoft Project. Once edited, it can be imported back into Camms Projects (IPM). See Microsoft Project Add-in for more information on this function.

  • Import from MS Project – If your organisation has been setup to use this function, this option will be available for you. This will let you upload a Microsoft Project file into the task planning object and display details in the Gantt chart. See section Importing a Microsoft Project file for more information on this function.

  • Show/Hide Critical Paths – Shows/Hides the critical path within the project schedule.

  • Baseline the Current – Baseline a selected task using this button.

1.2 Right-click functions

• Create new task – Creates a new task.

• Create new child task – Creates a sub tasks under the main selected task.

• Indent – Indents the selected task to be a sub task of the previous task.

• Outdent – Outdents the selected task to be a main task and removes it being a sub task of the previous task.

• Delete – Removes a selected task.

• Convert to milestone – Convert the task to a milestone. Please note that you cannot change a task into a milestone by decreasing the duration to 0.

• Properties – View properties of the tasks in a popup window and update general details or constraints if required.

1.3 Collapse/expand tasks

Click on the - icon to collapse all sub/child tasks under a main/parent task. And click on the + icon to expand a collapsed list of sub tasks under a main/parent task.

1.4 Commenting on tasks

Click on a comment icon next to a task to add or update a comment against a task. If a task already has a comment against it, it will be outlined in blue, and if no comment exists, it will be greyed out.

1.5 Task progress icons and performance colours of tasks

The following icons are used to indicate the task progress of tasks in the task table.

The performance of task will be colour coded as well in each task of the chart.

• View the performance of each task in the Chart View colour co in red, amber, and green depending on its performance.

• Tasks that are in the critical path will be depicted by a red dotted line around it, in the Chart View.

1.6 Moving tasks up or down

You can move tasks to the desired position in the Gantt chart using the 3-dot icon adjacent to the relevant task.

• When moving, it will show where you will be dropping the task on to, i.e., whether you will be dropping the task in between tasks, or on top of a task; thus making it easier for you to check if you are dropping the task in the right location.

1.7 Importing a Microsoft Project file

This feature will let you create your task plan within Microsoft Project and save the file and upload it into Camms.Project.

• STEP 1: Create your task plan within Microsoft Project and save the file.
  Note: Currently, we only support the following standard fields: Task Title, Percent Complete, Resource Names, Start Date, End Date, Duration, Predecessors.

• STEP 2: Click the Import from MS Project option available in the Task Planning object.

• STEP 3: Click the Select button in the popup window and select the MS Project file that you created and saved your project details to be uploaded.

• STEP 4: Once the file is selected, click the Upload button to import the file in to Camms.Project.

• STEP 5: Click the Next button at the bottom of the popup window to take you to the final step.

• STEP 6: Check the preview to ensure it contains the data which you uploaded, and see if there are any data related errors shown within the error log. If any errors exist, click the Back button and fix the errors in your MS Project file and upload the file again.

• STEP 7: Once the uploaded data is verified and error-free, click the Finish button to complete the data upload/import into the Gantt chart.

The below table depicts the type of error messages that may be displayed, the reason for the error, and how it can be fixed.