---
title: Creating & Editing
slug: creating-and-editing
createdAt: 2025-06-10T11:39:50.415Z
---
# Creating Projects in planeus
Here’s how you create a new Project and manage your Order Items in planeus step by step.
## How to create a new Project?
- To create an Order Item, you first need to create a **New Project**:
1. Go to **Planning Objects > Projects > New Project**.
2. Enter a **Project Name**.
3. Select a **Customer**.
- Then, move to the **Order Item** section and fill in these details:
- **Article**
- **Desired Delivery Date**
- **Scheduling** *(Forward or Backward)*
- **Start Date**
- **Quantity**
- When everything is done, click **Create Project**.
:::hint{type="success"}
**Article:**
When you select an Article, planeus **will automatically fill** **in** the default Technology and Process Template.
**Start Date:**
This is only available **when Forward Scheduling is selected**.
:::
## What happens after you create a Project?
planeus runs its planning algorithm to check:
- **If the Order Item can be scheduled.**
- **When it can be completed.**
You’ll then see automatically generated **Summary**, showing:
- Whether **your desired delivery dates **can be met.
- **Any conflicts **that might prevent scheduling.
## Understanding the Summary
- Click on any Order Item line in the Summary to view details about **critical objects** causing conflicts.
- This helps you decide whether you want to:
- Plan the order without compromise.
- Adjust dates or quantities to resolve issues.
- If your completion date is shown in **red**, it means you **cannot meet** your desired delivery date.
:::hint{type="info"}
You can set the **default scheduling direction **(Forward or Backward) under **Settings > Planning**.
:::
## What If an Order Item can’t be scheduled?
If planeus cannot plan an Order Item, the Order Item gets the status **“Not Scheduled”.**
It will not be shown on the Gantt charts. But you can find it again under the **Order Item tab **in** Planning Objects**.
Here, you can:
- **Edit the delivery date or quantity** in the Order Item’s detail panel.
- Try** schedule **it again.
:::hint{type="danger"}
You cannot reschedule** in the Project tab**.
To reschedule a Project, go to the** Order Item tab** and **edit the Order Items** in that Project by batch-editing or individually.
:::
# Batch-editing multiple Order Items
## How to batch-edit multiple Order Items?
- Select the checkboxes next to the Order Items you want to edit.
- The top of the screen shows how many you’ve selected.
- Click the **Select icon** to open a menu of actions you can apply to all selected items.
## Actions you can do with batch-editing
- Plan conflictless
- Plan anyway
- Unschedule Order Items
- Delete Order Items
- Edit comments
- Edit Order Items
*(e.g., Change delivery dates, start dates for multiple Order Items)*
- Edit Technologies / Process Templates
- Delete Order Items
:::hint{type="warning"}
For each Order Item you select, planeus only does actions that are possible.
For example, if you picked the following Order Items **and performed** **"Unschedule"**:
- **1** **Scheduled **Order Item
- **1** **Not Scheduled** Order Item
planeus will** only unschedule** the 1st Order Item that was previously scheduled .
:::
## Fields you can edit with batch-editing
- The available fields depend on:
- The current **status** of the Order Items.
- The **properties** of each Order Item.
:::hint{type="warning"}
For **manually created** Order Items, you can always edit the delivery date.
For imported Order Items, you can only change the delivery date if the importing option [Reschedule by changing delivery dates](docId:16NW_wLHYSfFWfbaDveK9) is **disabled.**
[Learn more about Changing Delivery Dates](docId\:ZwYz5VawJTiHsH7B_91Zx)**.**
:::
## Batch-Editing Technologies / Process Templates
You can **edit Technologies or Process Templates in batches** for Order Items that are **not yet scheduled **and featuring the **same Article**. So you don’t have to delete and recreate Order Items just to change or switch routings.
When you make changes in this:
- Your changes will only apply **when you plan them**.
To apply your changes:
1. Click **Save**.
2. Keep the Order Items **selected**.
3. Open the drop-down menu and choose either:
- **Plan Anyway**
- **Plan Conflictless**
:::hint{type="warning"}
Changes affect only the Technologies and Process Templates of your Planning Objects. **They will not change their Master Data. **
:::
# Showing Yield Quantity and Work Step Progress in the Order Item
The detail panel of the Order Item gives you a quick overview of the current Work Step progress.
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Click the magnifying glass icon to open a detailed view of the yield quantities for each individual Work Step.
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If an Order Item contains a product with sub-assemblies, the yield quantities of the related sub-assemblies are shown as well.
# Assigning Supervisor in Planning Objects
- A Supervisor is a planeus user.
- You can assign a **Supervisor** to any Planning Object (except Work Steps).
- When you create a new Project, the Project’s responsible person is set as the default for all related Planning Objects.
- You can manually update this at any time.
# Activating Order Items
Order Items can be **activated** so they’re visible in the Workbench for feedback and tracking.
- Only **activated Planning Objects** appear in the Workbench.
- In the Gantt charts (Timeline and Manufacturing Planning), non-activated objects show a special symbol so you can easily spot them.
- You can set the default for activation under **Administration > Settings > Planning Objects**.
# Downloading your Projects
In planeus you can **download all project data for archiving purposes**.
Here’s how:
- Go to **Planning Objects > Projects**.
- Open the three-dot menu.
- Choose **Download Project Data**.
## What’s included?
You’ll get a .zip file containing the following data:
- **A list of Work Step feedback**, including filenames of any images or documents attached (comma-separated if there are multiple).
- **A list of Process feedback**, also with filenames for any images or documents attached.
- **All images and documents** from:
- Feedback entries
- Work Steps
- Order Items