Apply a Task Plan with Swimlanes

You can apply a task plan to the Work Plan screen to make tasks easier to track and manage. Applying a task plan arranges task cards by swimlanes, so that you can easily visualize task responsibilities. Team members can coordinate and view the same task plans whether on the web or on a device using the app. Because multiple team members can view the same task plan at a given time, you'll receive a notification if another team member modifies or deletes the task plan that you are currently viewing.

When the task plan is applied, task cards in the Calendar view and Report view on the Work Plan screen will be arranged by assigned user, company, activity code, task code, or WBS, depending on how the task plan was configured in Oracle Primavera Cloud. Select Task Drawer Box with Lower Bar Highlighted Task Drawer to add a new task card using blank task cards organized by company according to task plan settings. See Add a Task from the Task Drawer.

Note: You can only select and apply task plans if they have already been created for your project in Oracle Primavera Cloud. If you select an invalid task plan, you will be prompted to select another task plan.

To apply a task plan with swimlanes to the Work Plan screen:

  1. Navigate to the Project Home screen.
  2. Tap the Work Plan tile.
  3. On the Work Plan screen, tap Preferences.
  4. On the Refine screen, tap Task Plan.
  5. Tap the name of the task plan from the list to apply it to the Work Plan screen. The name of the open task plan displays at the top of the Calendar.

    Note: The Hide Empty Lanes option is toggled on by default when you apply a task plan. This means that only populated swimlanes display on the Work Plan screen.

  6. Tap Done.