Planning with PlanBee
Task Definition Assistance Panel
Experienced users will frequently be able to work more quickly by operating directly on the task details in the spreadsheet grid.
Initially you may find it easier to use the Task Definition Assistance Panel when defining new tasks manually. When this is turned on (menu item: Options… Task Definition Assistance or the checkbox on the Project Details screen) it becomes active when you are defining new tasks.
When you press the [INSERT] key with the cursor in the task details spreadsheet, you will be asked to select whether the new row should be above or below the currently selected row (which is indicated by having its row number on a blue background).
As soon as you make that selection, you will see the Task Definition Assistance panel. If you are using an unexpired evaluation copy or the Pro version of PlanBee the Administrative Details panel will also open, since you might wish to enter some additional data there as you are defining the rows.
On this panel you may enter the basic data about the new row.
You may also add one simple "precedent" at the same time. If you checkmark the box marked "Start after finish of" your new task will start when the selected task ends. The selection is initially set to the task immediately above your new task, but you may select any valid task by using the "dropdown" button to open the selection list.
PlanBee will also show the portion of the Gantt (Bar) chart adjacent to the Task Definition Assistance panel so that you may receive visual feedback as you develop your plan.
For more complex dependencies you will need to use the Precedence grid after defining your tasks.
If you have Task Definition Assistance turned on when you are first defining a plan, you will see the panel once you have clicked [OK] on the Project Details panel if you have selected the option to "Enter tasks manually".