Add a Hand-off Between Pull Plan Tasks on the Planning Board

Add a hand-off to define the work sequence between tasks or task milestones on a pull plan’s Planning Board. For example, a mechanical foreman can connect rough-in installation to the rough-in inspection milestone so the inspection follows the installation in the planned sequence.

Note You can add hand-offs only while a pull plan is In Planning. Hand-off actions are disabled for Approved plans and unavailable for Released to Work Plan plans. You can’t create a hand-off between a Parking Lot task and another Parking Lot or Planning Board task.

To add a hand-off between pull plan tasks on the Planning Board:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Tasks, and then select Pull Plans.
  3. On the Pull Plans page, select an In Planning pull plan and open its Planning Board.
  4. Add the hand-off using one of the following methods:
    1. Using task card selection:
      1. On the Planning Board, press Ctrl and select at least two task cards or task milestones.
      2. Right-click the selection, and then select Add Hand-off.
      3. Review the hand-off created between the selected items.

        Note When you add hand-offs from a selection, the system uses the items’ positions on the Planning Board, not the order in which you selected them. Items in different columns receive a Finish-to-Start hand-off. Items in the same column receive a Finish-to-Finish hand-off.

    2. Using the Edit Task panel:
      1. Right-click on a task or task milestone, and then select Edit Task or Edit Task Milestone.
      2. Select the Hand-offs tab.
      3. On the Hand-offs tab, select Add Predecessor or Add Successor.
      4. Select the related task or task milestone, and then select a hand-off type in the Type list.
      5. Select Update.
    3. Using task card connectors:
      • Drag and drop a connector from the predecessor task card to the successor task card.
  5. On the Planning Board, toggle Hand-offs Mode: On to view task cards and their dependencies on the board.

Note Keep the following information in mind when you manage hand-offs:

  • In the Edit Task panel, the Hand-off tab Type list shows only the hand-off types that are valid for the selected predecessor and successor.
  • Pull plans support Finish-to-Start, Start-to-Start, and Finish-to-Finish hand-offs.
  • Pull plans do not support lag, circular hand-offs, duplicate hand-offs, redundant hand-offs, or unsupported milestone hand-offs.

Tip

  • When Highlight Longest Path is selected, you cannot add or delete hand-offs. Turning on longest-path highlighting turns off Hand-offs Mode and disables it until you clear longest-path highlighting.