About tasks
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A task is work that needs to
be performed. Tasks are the to-do items that culminate
in accomplishing all the work necessary to complete the objective of a
phase or project.
When working with the project, the project manager can review the percent
complete of each task, as reported by the employee assigned to the task.
In this way, it is possible to arrive at a more accurate percent complete
for the entire phase or project. It provides more meaningful information
to manage projects as reflected by earned value analysis on the Project
Progress report. Earned
value is the earning based on the percent complete of the project
(RPC percent multiplied by the contract amount).
Because you use tasks to track the progress and scope of a project,
you budget hours for a task but not
cost amounts or rates. When using tasks, you continue to track project
costs through resources and phases. However, you can choose to roll
up task hours to resources or phases, which then updates cost amounts.
Note:
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You can
also enter tasks on the Project Templates window. |
The process
Here is a typical sequence of events when working with a task. Of course,
after tasks are added, they are updated and reviewed when needed.
1.
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Project
manager adds tasks to a project
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The project in the > Manage > Project Command Center > Manage
tab
Here you can add, update, and review tasks, when needed, along with
all other project information.
Note:
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Supervisors
can also add nonproject tasks and tasks for overhead projects on the
> Manage
> Time & Expense > Tasks by Employee tab.
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2.
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Employee
updates tasks
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> Manage
> Time & Expense > My Tasks tab
For nonoverhead projects, the employee can update only information
regarding the status and progress of the task. For nonproject and overhead
projects, the employee can create, delete, and update all information
about the task.
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3. |
Project manager reviews progress by project
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The project in the > Manage > Project Command Center > Manage tab, where tasks appear right along with your project information. You can review the status and progress of the task and also add, change, or delete tasks for a project, if needed.
You can review tasks here to determine the progress of the entire phase or project.
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Supervisor
or accounting manager reviews progress by employee
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The > Manage > Time
& Expense > Tasks by Employee
tab, where you see information for only tasks. You may want to review
tasks here when you want to:
- Quickly review tasks without
seeing all the project information.
- Review tasks for certain
dates, employees, or projects.
- Review an employee's progress.
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