Adding tasks to a project

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Before you begin

  • Ensure you have the appropriate security access to add tasks.

To add tasks to a project

  1. If you are not already working with the project, open it by clicking it in the project list at the top of the Project Command Center.
  2. Click the Manage tab.
  3. Select the Show task rows check box located above the table.
  4. To see resources (especially if you later want to add tasks to them), select the Show resource rows check box also located above the table.
  5. You can add a task to a project, phase, or resource, depending on the way you want to work with your project information:

Add the

To

Directly under a project or phase

See all the tasks your team needs to complete for the project or phase.

Under a labor resource

See all the tasks an individual must complete for a project or phase.

You can also add tasks under an Expense resource to see all the components of an expense or to a Consultant resource to see all the tasks a consultant must perform.

In the project tree, click the icon to the right of the project, phase, or resource where you want to add the task. A new row for the task appears under it.

  1. Type a name for the task in the new row of the Description column in the project tree.
  2. Complete the other fields on the row, as needed. To show or hide a column, click (Customize) at the top right of the window.

For

Do this

Type

Enter the type of employee, such as a senior architect or project manager.

If you are adding the task to an expense resource, you enter the activity, such as travel or fees and permits.

If you are adding the task to a consultant resource, you enter the type of consultant, such as electrical consultant.

Click the field, click , and make a selection.

Resource

Enter the employee who performs the work.

If you are adding the task to an expense resource, you enter the vendor who provides the product or service.

If you are adding the task to a consultant resource, you enter the name of the consultant from your list of vendors.

Click the field, click , and make a selection.

Reference

Type a short description that helps you further identify the task.

Status

Select the status of the task.

Priority

Assign the task a level of importance as either low, medium, or high. Otherwise, leave None selected.

Hours

Type the number of hours you estimate are needed to complete the task.

% complete

Enter the percent of work that is complete, if any.

% complete date

If you entered a % of work complete, enter the date when you are reporting that percent of work is complete.

Est start date

Enter the date when you expect the task to begin.

Est completion date

Enter the date when you expect the task to be complete.

Start date

Enter the date when work begins on the task.

Completion date

Enter the date when work for the task is complete.

Notes

Type any additional notes about the tasks.
  1. Click Save.
  2. Add additional tasks in the same way. >
  3. Click Close.
Note:

To print or inquire on the information, select an inquiry from the > Reports > Standard Inquiries > Resource menu.