Check Summary

When editing a planning template, you can review the details of the planning template and its associated planning tasks on the Summary tab of the Edit Planning Template dialog.

The screen on the Summary tab has two main parts:

• The top half of the dialog is a visual summary showing the tasks that will be created once the planning template is applied (see below for more information).

• If you toggle the Tasks button in the toolbar on, you can see a list of the planning tasks at the bottom of the dialog. Here you can create and manage planning tasks. For more information, see Manage Planning Tasks.

Visual Summary

In the top half of the dialog, you can see the asset tree, which is filtered from the Base Asset that you have set up in the Planning Template properties (see Add/Edit Planning Template Dialog). If no Base Asset has been defined, then the entire tree for the default Asset View is displayed.

Each planning task is represented by a coloured circle in the summary against their asset in the asset tree displayed in a calendar form. Here you can see where the tasks will be created once the planning template is applied. The number of Occurrence columns displayed on the right of the asset tree is equal to the number of Occurrences defined in the planning template. Each occurrence will be represented by a workpack after the planning template has been applied.