My Projects => Select Project => Edit/View Project => Project Sheet => Planning Tab:
This page forecast the project plan level, tasks, milestones each with its delegated team members expected start and end date and rate of completion.
Planning screen displays three buttons (Save, Add level, and Millstone ) As Follow :
Add Level:
Click on add level button (+) a new dialog will open as following:
Enter the level name in 3 language then click on apply button.
The level is added to the project and the expected start and end date will be created according to the project date.
Select the created level the following buttons will display as follow:
By selecting the created level the user can add sub level, task, millstone, or edit the level.
Move Up and Move Down the level and delete also we can add attachment to level, task and millstone also if we right click on the level all the buttons will display as following:
Add Task:
Select the created level or click on the add task button to create new task.
The task can be under level or independent in both ways the following dialog will open to add new task:
Task Name and Category:
Enter the Task name in 3 language.
Select the category from drop down list and the amendment if any.
Request Mandatory Checked:
Task is related to requests based on user filter. the requests can be filtered base on category and subcategories related to the connected user.
Request mandatory NOT Checked:
If the user select a request from the drop down list => The task will be linked only to the selected request.
If the user did not select any request from the drop down list => The task will be requests independent.
ESD (Expected Start Date) and EED (Expected End Date) will be automatically take the project date.
Task date can be adjusted based on the desired planning.
After creating the task right click on the created task => the following buttons will be available:
Add Team Member to Task:
Click on it the dialog will open with the drop down already added in the project members tab
Select the team member and add the planned hours the expected end date will be automatically take the project date the date can be adjusted based on the desired planning.
Edit Task:
Click on it to update all the information related to the task:
Add Attachment to Task:
Click on it the dialog will open select the file to be attached and click on submit the selected file will be attached to task:
Delete Task:
Click on it and delete the task a confirmation message will appear to confirm the deletion action.
Click on confirm the task will be deleted.
Add Milestone :
A milestone can be created independent or under level in both ways.
Click on add milestone the following dialog will open.
Enter the milestone name, milestone category, amendment (if any), responsible.
Click on apply button => the millstone is created.
Add Attachment to Milestone:
Click on it the dialog will open.
Select the file to be attached.
Click on submit => the selected file will be attached to the milestone.
Delete Milestone:
Click on it and delete the milestone.
Confirmation message will appear to confirm the deletion action.
Click on confirm => the milestone is deleted.
Move (UP, DOWN, RIGHT, LEFT) with the following:
Save Planning:
After adding all the level. Tasks and milestones and all the correct dates, Click on the save button the project planning is saved.
Planning Toolbar:
(Recalculate Projects Status).
(Collapse all levels, tasks and milestones).
(Expand all levels, tasks and milestones)
(Deselect all). 
(Refresh the page). 
(Show and hide columns from the planning page).
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