View Phase or Task Details
The Phase/Task lookup lists the phases and tasks defined for a project. In the Projects hub, you can use the Phase/Task lookup to view record details for a specific phase or task. In other areas of DPS, you can use the Phase/Task lookup to enter a phase or task in a Phase or Task field.
After you open the Phase/Task lookup, click
at the upper right of the lookup to pin the lookup to the application page so that it remains visible while you have the record open.
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To view phase or task details:
-
Click the
Phase/Task icon, which displays at the upper left of the Projects hub form. DPS displays the Phase/Task lookup. Only the phases and tasks that belong to the current project display on the lookup (in descending order).
- To select a phase that does not have tasks, click the phase in the Phase/Task Lookup. DPS displays the phase details in the Projects hub record. If a phase has tasks, you must select a task to see phase details.
- To select a task, click the corresponding phase to display the tasks for that phase, and then click the appropriate task. DPS displays the phase and task details in the Projects hub record.