Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add a Phase or Task Manually

You can manually add a phase or a task to a project's work breakdown structure (WBS). The new phase or task contains only default data initially, and you edit that data as necessary to set it up the way you want it.

To add a phase or task manually:

  1. In the Navigation pane, select Hubs > Projects > Project.
  2. Select the project for which you want to add a phase or task.
  3. Continue with either of these sets of steps:
    1. If you are adding a task, click next to the project name, and, in the Project Structure dialog box, click the phase you want to add it to.
    2. On the Actions bar, click Other Actions > Add Phase or Other Actions > Add Task.
    3. In Create Phase or Create Task, select Manually.
    4. In the remaining fields, enter the phase or task number, short name, and longer descriptive name.
    5. Click Continue.
    6. On the Projects form in Edit mode, edit default data and enter additional information to set up the new phase or task, and click Save.

    Or

    1. Click next to the project name.
    2. On the Project Structure dialog box, click Edit.
    3. To add a phase, hover over the project row in the grid, click , and click Add Phase.

      To add a task, hover over the phase row in the grid, click , and click Add Task.

    4. In the row for the new phase or task, enter the number and name for the new WBS element, along with any data you want to enter in other fields.
    5. Click Save.
    6. On the Projects form, review the default data. Click Edit on the Actions bar to make changes or additions.
  4. To finish setting up the new phase or task, make the necessary entries on the other forms in the Projects hub (for example, the Plan form and the Billing Terms form).