SPS Product ManualStandard ProcessInsert Standard ProcessMethod 4: Gantt Charter View

To insert a standard process from the Gantt Charter view, complete the following steps:

  1. From the Main Navigation Bar select the Reports then select Gantt Charter.
  1. Click the Integrated Menu to the left of the Milestone / Task.
  1. In the Attach Standard Process window, locate the desired standard process from the list under Select Standard Process region by clicking once on the standard process title. Once selected, the standard process title will display a blue background as shown in the image below.

    If the standard process you are looking for is not listed, it is likely due to the process being in an off-line state. A process must be in an on-line state in order to be inserted into the Lookahead. See Take Process Off-line / Put Process On-line for details.

    Above the Select Standard Process section, you can access functions to modify the Work Structure and the team / member responsible for the standard process. By default, all tasks in the standard process share the same Work Structure as the Milestone. The responsible team and members also default to that of the Milestone unless they are specifically different in the Standard Process (as shown in the below image).
  1. Review the Work Structure and if not already defined in the standard process, the team and members. Modify the structures and the team / member responsible for the standard process as necessary. After the standard process is inserted into the Gantt Charter, individual tasks can be edited and reassigned to a different team / member as needed as detailed in Edit Milestone / Constraint Task.
  2. Once the desired standard process is selected and all attributes have been confirmed or modified, you can choose to either attach or explode the selected Milestone / Task in the Gantt Charter as defined in the image below.

  1. In the confirmation pop-up, click the OK button if you want to proceed with the selection (attach or explode). If you do not want to proceed, click the Cancel button as shown in the images below.
  1. The standard process will then be inserted into the Gantt Charter.