Task MOD0099CA

Access

• Project, Proposal → Schedule → Click on the link on the ID of the required task or select the Edit task → Task context menu command

• Project, Proposal panel → WBS → Click on the link on the ID/WBS code of the required task or select the Edit task → Task context menu command

• Project, Proposal → Progress → Click on the link on the ID of the required task or select the the Edit task → Task context menu command

• Program panel → Schedule → Click on the link on the ID of the required task → Task

• Employee → Own Planning → Employee Board → My Activities → expand the required status area → Click on the link in the Task name field in the Task name category or select the Edit task → Task context menu command

Information

• The Task module is a type of task data sheet.

• It allows you to get overview of all important data of a selected task. If you possess the required authorizations, you can also edit this data.

• Users with multi-project manager or multi-portfolio manager or multi-project/request manager rights and the managers of the respective project are allowed to edit task data.

• Persons who do not have write rights but who are assigned to the task as Person responsible can record or edit some data:

  • task description or necessary requirements

  • Notes/Documents

  • Todo Items

Module Variants

Edit task

Information

The data displayed for the selected operation generally corresponds to that in the Schedule module, but is reduced in scope and is edited as a form. Here, editing works in the same way as in the corresponding areas in the Schedule module, but with simplified data entry. New records can be added in a simple manner, e.g. via the plus button.

In this module, a task can be

• parameterized, e.g. by defining particular basic parameters such as milestone or person responsible for the task or scheduling parameters such as splitting, etc.

• scheduled, e.g. by specifying the duration, start and end dates, completion (progress), etc.

• connected to other tasks via links. Linkage can only be carried out in table form.

• be supplemented by tasks, documents, and notes for better traceability and documentation of the task.

• Resources can be added to the task to subsequently plan them.

• Costs and revenues of the task can be posted.

For description and details on individual items, please refer to the Schedule module.

PLANTA pulse Area

For information

• In this area, a widget with the PLANTA pulse cards is displayed for the selected task if the task has been synchronized with PLANTA pulse. All synchronized tasks are listed as boards in the pulse Boards module and can be opened and edited there directly.

• Furthermore the area contains information on the degree of completion of the respective PLANTA pulse cards.

Notes

• This area is only displayed if the PLANTA pulse entry (PLANTA Hybrid) has been selected in the External system field in the Project Core Data of the project.

• In order to be able to view the data, the user must be logged-in to PLANTA pulse and be a member of the respective board.

Details

• In the upper part of the area, the number of all cards of the board as well as the number and share of all pending, overdue (due date lies in the past) and completed cards is displayed.

• Below, you will find a widget with the cards from PLANTA pulse.

• In the header area of the table, the information of the corresponding PLANTA pulse board is listed.

  • You can open the list of all members by clicking on a board member.

    • By clicking on next to a member you can filter by cards to which this very member is assigned.

  • Completed cards can be displayed if necessary.

    • Completed cards are hidden by default.

  • Overdue cards can be displayed exclusively if necessary.

• In the table, cards are listed with the following data:

  • Card (name)

  • List

  • Swimlane (if available)

  • Members

  • Labels

  • Status

    • "OK" means that the card has been set to "Completed". Cards which have not yet been completed are referred to as "Pending". Further information

  • start

  • Due

  • Created by

• You can sort the results by the respective column by clicking on the headings.

• You can create new cards by clicking on the button.

• You can open the board directly in PLANTA pulse by clicking on the button in the lower left corner.