Adding individual operations

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Planning Procedure >

Adding individual operations

To plan the time your team needs for individual non-project work, you can add multiple categories of individual operations.

Select Individual Operations below the name of an individual resource.
For a better overview, you can hide the other rows at the individual resource level.

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In the Edit group of the menu bar, click the arrow next to Add Item and select Add Individual Operation.

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Select one or more individual operation names from the drop-down menu.
Alternatively, type the beginning of an individual operation name and select from the filtered options.

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If you type an individual operation name that does not yet exist, a plus icon appears. To add and select the new individual operations category, click the plus icon.
The new category will be available only for the resource for whom it is created.

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Click OK.
The individual operation rows will be automatically added also to Individual Operations at team level.
Individual operation rows with identical names are combined in one row at the team level.
Individual operations categories created by the team lead are marked with a blue square in the top left corner.

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Enter the time-phased data either individually for each resource in the main table or for several resources simultaneously in the details table (see Entering time-phased data). (see Entering time-phased data).