You can view and update tasks from either the Scheduler or Grid planning methods.
Task Contextual Menu
Right-click the task. The menu shows
- Task Information
- Delete task(s)
- Convert to milestone
- Split Task
- Delete dependency
- Insert Template
- Replace Resources
Select Task Information
Edit Task
View the task details. Update any fields on the Task Information window as needed.
General Tab
Your fields may differ per your environment's configuration.
- Name
- Percent Complete
- Duration
- Start & Finish Dates
- Effort
Predecessors Tab
Here you see any existing predecessor relationships, for which this task is the predecessor/dependent task. To add a new link, click the Add new button. To remove a relationship, click the Remove button.
Resources Tab
Here you see the assigned resource(s). You may change the resource assigned and you may update % units. Click next to the resource name or the % units to activate the drop down menus.
Advanced Tab
View or edit the following fields as needed. Your fields may differ per your environment's configuration.
- Calendar
- Manually Scheduled: checkbox
- Scheduling Mode
- WBS Code
- Constraint Type
- Constraint Date
- Status
- Complete
- Work Type
- Iteration
- Estimated Cost
- Estimated Revenue
- Etc.
Notes Tab
Add and edit notes on the task as needed.
