Changing tasks for a project

Project managers, or other employees with proper security access, can change tasks on a project.

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To change tasks for 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 change tasks for them), select the Show resource rows check box also located above the table.
  5. To show or hide a column, click (Customize) and select the columns.
  6. Change information for a task, as needed.

For

You can change

Type

The type of employee. Click the field, click , and make a selection.

Resource

The employee who performs the work. Click the field, click , and make a selection.

Reference

The short description that helps you further identify the task

Status

The status of the task (such as if the task is not started, in progress, or complete). Click the field, click , and make a selection.

Priority

The task's level of importance (low, medium, or high). Click the field, click , and make a selection.

Hours

The number of hours you estimate are needed to complete the task

% complete

The percent of work that is complete, if any

% complete date

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

Est start date

The date when you expect the task to begin

Est completion date

The date when you expect the task to be complete

Start date

The date when work begins on the task

Completion date

The date when work for the task is complete

Notes

The notes about the task

  1. Change other tasks in the same way.
  2. Click Save.

Note:

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