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To access the list of project tasks, select Project Costing (the left panel) > Master Data > Project Tasks.

The Projects Tasks The Project Tasks master data contains information about the tasks related to the company's external and internal projects.

Before you can start creating project tasks, you may need to create master records of the following types: Projects, Project Roles and Project Types.

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Figure 16: The Project Tasks list

Each project has its list of tasks, which can be seen on the project master on the Project Tasks (WBS).

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The main process for creating new tasks is carried out through the estimation document in structure mode, using Add Project Task to directly include tasks in the project estimation.

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 Adding a Project Task

To add a project task,  click select the Create button on button from the toolbar.  To edit the existing oneTo modify an existing task, double-click the corresponding line with its name. You can also select the line. Alternatively, right-click it, and select Edit or click on the toolbar: More actions > Edit.

 

 

1.4.1: Adding a Project Task

This tab provides you with main information on the project task: project, planned dates of its start and finish. As the project moves through different stages of its life cycle, the dates of project the desired line and choose Edit, or use the toolbar by selecting More actions → Edit.

  1. Main Parameters

This tab displays key details about the task, including the associated project and its planned start and end dates. As the project progresses through its lifecycle, the task's actual start and finish dates can also be addedrecorded.

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The required fields are: Description and Project.

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Figure 17: The "Project Task (create)" form. The Main tab

In the Description field, type a clear and concise description of the project task. This description will identify the project task in project task lists.

In the Project fieldDescription and Project fields are mandatory.

  • In the Project field, select the project to which this task is related.
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  • the Parent Task field, specify the task that includes this task.
  • In the WBS Code field, enter the code assigned to the task.
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Additionally, by using the Milestone check box, you can specify that is task is a milestone for the project.

In the Planned Start Date, select the date when it is planned to start the project task. In the Finish field, specify the planned finish date of this project task.

Use the Start Date (Plan) and the End Date (Plan) fields to specify the planned dates of this task lifespan.

In the Start Date and the End Date fields, you can enter the actual start and end dates of this project task.

In the Details text box, you can enter any information that is relevant to the project task.

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  • the Description field, type a clear and concise description of the project task. This description will identify the project task in the project task lists.
  • Use the Milestone checkbox to mark this task as a milestone within the project.

  • Specify the planned start date in the Planned Start Date field and the expected completion date in the Finish field.

  • The Start Date (Plan) and End Date (Plan) fields allow you to define the planned duration of the task.

  • Once the task has started or been completed, the Start Date and End Date fields can be used to capture the actual dates.

  • Use the Details text box to add any relevant information about the task

      2. Employee Tab

The information on this tab is optional.

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Figure 18: The "Project Task (create)" form. The Employees tab

Click Add to add Image Added

Click Add to insert a new row. In the the Employee column column, select an employee who will work for this the employee assigned to the project task.

Click Save to save the entered data.

1.4.1.2: Predecessor’s tab

The information on this tab is optional.

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Figure 19: The "Project Task (create)" form. The Dependency Type tab

Click Add for new row.

Select Predecessor Project Task and its Dependency type.

After filling out the tab, click the Save button to save the project task. Click Save and close to save the project task with all the changes and close Click Save to confirm the entry.

      3. Predecessors Tab

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Click Add to create a new entry.

Then, select a Predecessor Project Task; this is a task that must be completed (or started) before the current task can begin or proceed. Also, choose its Dependency Type, which defines the relationship between the tasks (e.g., finish-to-start, start-to-start, etc.).

Once the necessary information is entered on the tab:

  • Click Save to store the project task and continue editing or adding more details.

  • Click Save and Close to save all changes and exit the form.