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This form shows detailed information about an individual task in a detailed task management plan. The dialog is used for.... |
This form is reached by opening a project and going to the Task Planning tab | Task Plan subtab. Then clicking the icon.
Permissions and Settings
To make changes on this tab you must be an engagement manager or project manager.
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The task info tab is used to show additional high level information about a task. It is also used to display project notes. Project notes are useful for back-and-forth communication between resources assigned to a task and their project managers.
Field | Description |
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Name | Your employees will choose this task name when entering their time. This field is the same as the Task field on the Task Plan Tab. |
Task Type | Press the button ( |
Description | A description of the task and its objective. This description is shown in Time Entry when viewing task details. |
Notes | Enter a note and then save the project. Once saved the notes move to the Past Notes section. Notes are used to facilitate communication between the people working on the task and their PM team. The notes section only updates when you save and reopen the project. On the time entry side, notes only update once you log in/out or you submit a new note. If the two interfaces appear out of sync, this is most likely why. |
Past Notes | An archive of past notes from both Project Managers and resources reporting time for this task. Each note is marked with the date, time, and user that made the note. Once saved, notes cannot be edited. |
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Tick the checkbox of each role that will work on this task. This enables the Allocation and Effort columns. Then enter the appropriate allocations for each role. These changes trigger the triangle relationship between Allocation, Effort, and Duration.
Task Scheduling Tab
The task scheduling tab provides a visual framework for defining inter-task dependencies (predecessors). These are used to model when tasks are supposed to start and finish. This visual method is easier to use than the code method employed on the Task Status Tab. The codes are typically in the format 3, 4SF+3, 5.
To start creating a schedule:
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The task status details tab shows you how well each role is performing to the schedule and the budgeted hours. Tasks that are late or over budget have yellow bullets. Tasks that are on or ahead of schedule have green bullets.
Baseline
The currently active baseline as determined by the Task Status Tab. Whether a task is on schedule is directly related to the current baseline. If numbers seem wrong or out-of-date, then it is likely your baseline is out-of-date..
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Are your roles completing their tasks within the allotted hours budget? If yes, the negative variance and green bar is shown. If not, then a positive variance and red bar is shown.
Notifications Tab
Changes to milestone tasks can trigger automatic email notifications. Emails are sent when:
- Task dates change
- Task completion status changes
- Task is late
- User is added to the list (only goes to that user)
- User is removed from the list (only goes to that user)
User Defined Fields Tab
A user-defined field is a custom field created by an administrator. It can be a dropdown list, text field, number, checkbox, resource name, or date.
