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Drag and Drop (New) ( RELNPPM_50_PRO_DRAGDROP )

Drag and Drop (New) ( RELNPPM_50_PRO_DRAGDROP )

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Drag and Drop (New)

Use

As of SAP Portfolio and Project Management 5.0, drag and drop for project elements is available to change the project structure as well as to create relationships between tasks.

You can change the order of project elements as well as the hierarchy of project elements using drag and drop in the followings sub views under the Structure view:

  • Detail
  • Table
  • Graphic

Drag and drop to change the order of project elements is available for the following:

  • Operational projects
  • Templates
  • Simulations (not for snapshots as they are read-only)

You can use drag and drop in edit mode but not in read-only mode. If you drag an element over and drop it onto another element, the drag and drop functionality is equivalent to the cut and paste functionality. The sort numbers are not changed. If you drop an element between two other elements, the system automatically adjusts the sort numbers when inserting it. The system adjusts the numbers in the tree from where the element was taken as well as in the tree in which the element is newly inserted. This also overwrites sort numbers that were set manually.

The following drag and drop functionality is available for the different project elements:

  • Project definition (including programs): As there is only one project definition in a project and this project definition is always located at the top of the hierarchy, no drag and drop is possible.
  • Phases: All phases within a project are on the same level, thus it is possible to change the order of phases by using drag and drop. You cannot drop a phase onto another project element.
  • Tasks (including master tasks, mirrored tasks, sub projects, and milestones):
  • Tasks under the project definition: You can change the order of tasks under the project definition. Therefore, dropping between project elements (on the same level) is possible. It is not possible to have a hierarchy of tasks under the project definition, and tasks under a project definition cannot be dropped under a phase or a task.

  • For other tasks (such as tasks under phases, tasks under tasks, tasks under checklist items) drag and drop between two elements is supported by placing the element on the same level in between these two elements. Drag and drop onto a single element creates it as a sub object.

  • You cannot use drag and drop for mirrored tasks.

  • Checklists or checklist references:
  • Checklists or checklist references under project definition: It is possible to change the order of checklists or checklist references under the project definition. Therefore, dropping between project elements (on the same level) is possible. It is not possible to have a hierarchy of checklists or checklist references, and checklists or checklist references under a project definition cannot be dropped under a phase or another tasks.

  • Checklists under phases: It possible to change the order of checklists under a phase and to drag and drop a checklist to another phase. It is not possible to have a hierarchy of checklists, and checklists under a phase cannot be dropped under the project definition.

  • You cannot use drag and drop for checklist references.

  • Checklist items: As checklist items can only occur under checklists and without hierarchies, you can use drag and drop either to change the order of checklist items under the same checklist or to move checklist items from one checklist to another.

Up to cProjects 4.5, tasks and checklists on the same level were always ordered block-wise, with the tasks in the upper area and the checklists in the lower area. Since sort numbers for checklists are available in release 5.0 (see Usability in Project Management (Enhanced)), it is possible to allow for tasks and checklist on the same level to appear in mixed order. In this case, they share the same range of sort numbers and the mixed order of elements can be changed by using drag and drop.

Drag and drop is also possible for multiple selection. However, in cases of mixed multiple selection (such as tasks and phases) the system considers the respective options as described above and does not execute the drag and drop in case of a conflict.

Sub Object Tabs

Drag and drop is also available for the sub object tabs Tasks, Subtasks, and Checklist Items. These three tabs only display elements of the same type that are located on the same level and which have the same parent node. Therefore, only drag and drop between project elements is possible. If you change the order of elements on one of these tabs, this is reflected in the structure tree. This is the same as when you change the order of elements by changing the sort number.

The system uses sequential copying if you select multiple elements. This means it inserts one project element including all subordinate project elements after the other. Moreover, if you use drag and drop in combination with multiple selection, the order of the selected objects is leading and not the order of elements in the structure.

For more information, see SAP Library for SAP Portfolio and Project Management on SAP Help Portal at http://help.sap.com -> SAP Business Suite -> SAP Portfolio and Project Management -> SAP Portfolio and Project Management 5.0 -> Project Management → Project Planning -> Using Drag and Drop.

Relationships Between Tasks

You can create or edit relationships between tasks using drag and drop. You can select a task from the project structure tree and drop it in either the Predecessoror the Successor table of the Relationships screen. By default, a finish-start relationship with the calendar type Use from Projectis created.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

Further Information

Usability in Project Management (Enhanced)






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