When an Action/Task in planning area is linked with a project or vice versa the project dates will be updated in planning area and the Action/Task date fields in planning will be read only. fields. Please refer Figure 1 below.
During the initial synchronisation, all lower level data (task/sub tasks) are updated in both planning and project management. Lower level screens will become read only. fields. Thereafter you will be able to add Tasks only from Project management. Please refer Figure 2 and Figure 3 below.
Any changes performed in Project Management will be synchronised with planning once you click the "Save" button in the Gantt. The same behaviour mentioned above is applicable when a planning Task is linked with a project.
Figure 1: Project dates are updated in Planning area and the action date field is disabled.
Figure 2: Tasks included in both planning area and project management area are synchronised during initial linking and tasks are made read only (the edit/delete buttons are disabled) in planning area.
Figure 3: After initial linking, Tasks can be added only from projects area and will be updated in planning section when the Gantt is saved.
Copyright © 2014-2015 CAMMS Online Help. All rights reserved.
Last revised: November 26, 2017