To access the list of project tasks, go to Project Costing (left panel) → Master Data → Project Tasks.
The The Project Tasks master data contains information about tasks related to the company's external and internal projects.
Before creating project Each project has its list of tasks, it may be necessary to first generate master records for the following types:
which can be seen on the project master on the Project Tasks (WBS).
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.
Adding a Project Task
To add a project task, select the Create button from the toolbar. To modify an existing task, double-click the corresponding line. Alternatively, right-click the desired line and choose Edit, or use the toolbar by selecting More actions → Edit.
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The Description and Project fields are mandatory.
- In the DescriptionProject field, type a clear and concise description of select the project to which this task . This description will identify the project task in the project task lists.is related.
- In the Project Parent Task field, select the project to which specify the task that includes this task is related.
- In the WBS Code field, enter the code assigned to the task.
- In the In TaskDescription field, specify the task that includes this tasktype 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
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Then, select a Predecessor Project Task—this ; 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.).
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