Planning objects can be created in two ways: from scratch, or using an existing template :
Create a new milestone or phase without a template
- Go to theme
Planning of the project. - Click on the
Add.
- Click on
No templatephase or milestone). - Enter the line that appears in the schedule.
- Click on
Register.
The milestone phase is created.
Create a new milestone or phase using a template
- Go to theme Planning of the project.
- Click on the
- Click on the template of your choice, here "Investment Committee".
- Modify pre-entered data if necessary.
- Click on
A line is automatically added at the bottom of the schedule. The information entered is that of the template.
The milestone phase is created.
