To access the list of project tasks, go to Project Costing (left panel) → Master Data → Project Tasks.
The Project Tasks master data contains information about tasks related to the company's external and internal projects.
Before creating project tasks, it may be necessary to first generate master records for the following types:
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.
The main parameters 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 recorded.
The Description and Project fields are mandatory.
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
The information on this tab is optional.
Figure 18: The "Project Task (create)" form. The Employees tab
Click Add to add a new row.
In the Employee column, select an employee who will work for this project task.
Click Save to save the entered data.
The information on this tab is optional.
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 the form.