Use the fields and options on the form to add a
task to a
phase.
The New
Task form is available only when you are viewing the
project at the
phase or
task level of the work breakdown structure (WBS).
Contents
| Field | Description |
|---|
| Create
Task
|
In the drop-down, select the method you want to use to create the
task:
- Manually: The required fields are
Task Number,
Name, and
Long Name.
- From
Project:
Project is the only required field. In this work flow, after the New
Task form, you can choose to create multiple tasks within the Adjust
Project Structure dialog box, so the
task numbers, names, and long names default to the values in the existing
tasks of the copied
project, with one exception: if the
task number already exists in the
project to which the new
task is being added, you must provide a unique
task number before saving.
- From
Project Template:
Project Template is the only required field. In this work flow, after the New
Task form, you can choose to create multiple
tasks within the Adjust
Project Structure dialog box, so the
task numbers, names, and long names default to the values in the existing
tasks of the
project template, with one exception: if the
task number already exists in the project to which the new
task is being added, you must provide a unique
task number before saving.
|
| Task Number
|
Only displayed if you select
Manually in the
Create
Task field. Enter a unique number for the
task.
|
| Name
|
Only displayed if you select
Manually in the
Create
Task field. Enter a unique name for the
task.
|
| Long Name
|
Only displayed if you select
Manually in the
Create
Task field. Defaults to the entry in
Name.
|
| Project
|
Only displayed if you select
From
Project in the
Create
Task field. The drop-down lists all the
projects you have security rights to see.
|
| Project Template
|
Only displayed if you select
From
Project Template in the
Create
Task field. The drop-down lists all the templates you have security rights to see.
|
| Continue
|
Click
Continue to add the
tasks to the selected
phase. The work flow after this dialog depends on which method you selected to create the
tasks:
- From
Project: The next step in the work flow is the Adjust
Project Structure dialog box, followed by the Edit
Project Structure form. The field values for
tasks default to the field values in the copied
tasks.
- From
Project Template: The next step in the work flow is the Adjust
Project Structure dialog box, followed by the Edit
Project Structure form. The field values for
tasks default to the field values in the copied
tasks.
- Manually: The next step in the work flow is Add/Edit All Mode. The field values in Add/Edit All Mode are based on the field values at the
project and
phase levels. In some cases (estimated completion date, for example), you can change the default value for the
task. In others the
project values are displayed but can only be changed at the
project level.
|
