Managing Tasks and Resources in Projects in the browser
You can manage task and resources in Projects in the browser similar to the Project Command Center.
Managing Tasks
Tasks display in Projects in the browser when the Show Tasks option is selected in the project detail section.
- Task rows show in the project's work breakdown structure.
- You can add attachments to task rows.
- Tasks rows are not included in the % rollup.
You can edit the following fields on task rows:
- Percent Complete
- Estimated Start Date
- Estimated Completion Date
- Notes
- Resource Priority
- Resource Type
Date Rollup and Tasks
If you have Show Tasks selected, task rows are included when you roll up dates. If you are not displaying tasks, they will not be included when you roll up dates.
If a task estimated start date is entered and that date is prior to the start date of the phase, when you select Rollup Dates, the phase date will update to the task start date.
Managing Resources
Resources display in Projects in the browser when the Show Resources option is selected in the project detail section.
Resources sum to the parent level.
You can edit the following fields on resource rows:
- Type
- Resource
- Ref/Commitment #
- % Distribution
- Hours / Units
- Cost Rate
- Cost Budget
- Billing Rate
- Contract Amount
