Plan items often need to be moved to different locations in the plan as priorities change. There are two ways that you can change the location of an item:
- Drag and drop the item to a new location.
- Change the location from the Package or Project Folder field of the item’s edit panel.
- On the Projects tab, find the item you wish to move.
- Select the item and hold down the mouse button.
- Drag the item to a new location.
- Release the mouse button.
Using the Edit Panel
- Open the edit panel for the item you wish to move.
- Click into either the Package or Project Folder field.
- Choose the new location in the list.
- Click Ok.
Moving the item with this method will add the item to the bottom of whatever container (package, project, sub-folder) you’ve chosen as its new location.
Moving an Item from a Packaged Location
If you are attempting to move an item from a project to a package or vice versa, LiquidPlanner assumes that you are creating a priority override, so both the Package and Project Folder field will show a location. This is because the task now has a priority position within a package and a placeholder position within a project. See Multi-Project Scheduling for more information.
If you did not intend to create a priority override, use the item’s edit panel to change the packaged location. Once you’ve changed a location field, make sure to click the Schedule Ready button to refresh the plan and see the changes.
To remove a priority override, simply click the x next to the Package field. The task will stay within its associated project and will now be scheduled according to its position within that project:
To move a task from a project to a package, add the new package location to the Package field and then click the x next to the Project Folder field.
To move a task from a package to a project, add the new project location to the Project Folder field and then click the x next to the Package field.
Allowed Locations by Container Type
Containers (packages, projects, sub-folders) follow certain hierarchical rules:
Packages can contain projects, sub-folders, tasks, events, or milestones. You may nest packages within other packages. You cannot add packages to projects or sub-folders.
Projects can contain sub-folders, tasks, events, or milestones. You cannot add projects to sub-folders, nor can you nest projects within other projects.
Sub-folders can contain tasks, events, or milestones. Sub-folders can only be added to Projects. You may nest sub-folders within other sub-folders.
Any task, associated to a project, can be given a priority override in a package while retaining its current project location in the plan. Events and Milestones are fixed date plan items, so prioritizing them into a package will not have a priority override effect.