Project - Tasks Tab - Screen Description

Enter a name to describe the task. The name does not have to be unique. For the root task this value is defaulted and kept in sync with the project level.

This column has an indicator if the level of the task corresponds with the Variance level. The variance level indicator is a triangle () icon to the left of the name. For more information about the variance level, see Project Controls in Project - Info Tab (Extended or Default).

Enter a unique code for the task. This is used to identify the task. Once a code has been entered and submitted, it cannot be changed. For the root task, this value is defaulted and kept in sync with the project level.

Enter or select the manager assigned to the task. Only active and pending active employees can be selected. For the root task this value is defaulted and kept in sync with the project level.

Enter or select a company. Only the project company or active or pending active companies that are in an established intercompany relationship with the project company, and are authorized for the Posting Group can be selected. For the root task this value is defaulted and kept in sync with the project level.

Enter or select an organization. Only active or pending active organizations for the project company can be selected. For the root task this value is defaulted and kept in sync with the project level.

Displays the sum of task budget effort across organizations and budget categories.

Enter or select a fee type. This applies to the current task and all subtasks beneath. Once selected, this cannot be changed. Fee types are used to determine the accounts used for non-chargeable labor postings and the revenue rule used for revenue calculations.

If the task is chargeable or has chargeable subtasks, only active chargeable fee types can be selected. If the task is non-chargeable or has non-chargeable subtasks, only active non-chargeable fee types can be selected. If the task has both chargeable and non-chargeable subtasks, no fee types are available. Otherwise, all active fee types can be selected.

If the task has an effective fee type and no value has been entered since the value is in effect, the fee type cannot be edited on subtasks.

Enter or select an active work type. This identifies the type of work performed on the task. For the root task this value is defaulted and kept in sync with the project level.

Displays the sum of budget cost entered by organization and budget category in the Budgets split pane, Budgets tab or Earned Value tab. The values roll up the task hierarchy.

Edits made to the change budget cost value displayed in the Tasks grid from the value that is in Final will cause the value to display in italic.

Displays the Budget Cost (labor) / Budget Hours (labor) value. Budget Cost Rate uses values from labor budget categories only.

This value is calculated on individual task rows and does not roll up.

Displays the Budget Effort – Budget Cost . This value is calculated only if Budget Effort and Budget Cost have values.

This value is calculated on individual task rows and does not roll up.

Displays the (Budget Effort – Budget Cost) / Budget Effort x 100. This value is calculated only if Budget Effort and Budget Cost have values.

This value is calculated on individual task rows and does not roll up.

Displays the total Budget Hours value (not Initial Budget Hours) entered for a task across organizations and budget categories.

This value appears at the level where budgeting is performed and sums up the task hierarchy.

Displays the (Budget Effort –Budget Cost (expense) / Budget Cost (labor). This value is calculated only if Budget Effort and Budget Cost (labor) have values.

This value is calculated on individual task rows and does not roll up.

Displays the count of budgeted organizations on the task where budgets have been entered. The count does not include budgeted organizations on subtasks.

When Budget Method = Detail on projects and budgets are entered below the variance level, Budgeted Organizations display a value only on the leaf tasks for budgets actually entered.

See Projects for more information on Budget Method settings.

Enter or select an active business unit. For the root task this value is defaulted and kept in sync with the project level.

Displays the descriptive text entered about the task. For the root task, this value is defaulted and kept in sync with the project level.

Displays the number of working days for the project. This is calculated as: (Finish Date – Start Date + 1) – Nonworking Days. Minimum duration is 1. Although calculated, this value can be edited for subtasks.

The project task Scheduling Preference field on the Info tab controls whether to alter the Duration when a Start or Finish date is changed. For more information, see Start Date, Finish Date, and Duration Relationships.

Displays the Estimated Cost (labor) / Estimated Hours (labor). This value is focused on labor resources and is calculated only if Estimated Cost and Estimated Hours have values.

This value is calculated on individual task rows and does not roll up.

Displays the Estimated Effort - Estimated Cost.

This value is calculated on individual task rows and does not roll up.

Displays the percent. This is calculated as: ((Ʃ Estimated Effort - Ʃ Estimated Cost) / Ʃ Estimated Effort) x 100.

The summations are performed across all resources assigned to the task as well as resources assigned to any subtasks.

Displays the multiplier. This is calculated as: – ((Ʃ Estimated Effort – Ʃ Estimated Expense Cost) / Ʃ Estimated Labor Cost).

This is the summations performed across all resources assigned to the tasks or below the variance level and resources assigned to any child tasks. Estimates above the variance level are ignored.

Estimated Cost is identified as Expense or Labor determined by the task resource type. Expense is the Vendor (Expense Resource Class resource types) and Labor is the Employee (Labor Resource Class resource types).

Enter or select the date that the task will be completed. If the task is a leaf task, the finish date can be edited. This field cannot be blank. Only working days for the selected Work Calendar that are greater than or equal to the Start Date can be selected. If the task has subtasks, this value is set to the maximum finish date across all of the subtasks and cannot be edited.

Enter or select and active market segment. For the root task this value is defaulted and kept in sync with the project level.

Allows you to mark the selected task as a Milestone. The default is No.

Milestones are tasks that indicate key moments in a project plan.

When a task is changed from No to Yes as a Milestone, the Gantt chart displays an outline of a bar spanning the Start Date and Finish Date of the task, and a diamond shaped icon will be centered over the End Date of the task. No other task properties are altered by setting a task to a Milestone.

Displays a string of task line numbers indicating which tasks must be completed before the subject task may start.

Values can be set by either directly editing the columns or automatically when dependencies are set. The Predecessors and Successors columns must always stay in sync. For example, if a Predecessor has a lag of +3, then the Successor will also have a lag of +3. For more information, see Setting Dependencies.

Enter or select an active service line. For the root task this value is defaulted and kept in sync with the project level.

Enter or select the date that the task will begin. If the task is a leaf task, the start date can be edited. This field cannot be blank. Only working days for the selected Work Calendar that are less than or equal to the Finish Date can be selected. If the task has subtasks, this value is set to the minimum start across all of the subtasks and cannot be edited.