Creating Tasks
Navigation:
|
Project Targets grid >  > New Task button OR
Project Fees grid > > New Task button
|
Access Right:
|
Project Related Functions > Project Management Functions > Create Task
|
Purpose
The New and Delete buttons allow you to create and delete tasks on the project.
Additional Information
This option should only be used for copying ad-hoc tasks. If you want to copy several tasks for a specific project you can do so by Copying Tasks.
 TIP: If you find yourself adding the same tasks to projects consider adding this task to a template project.
A project that has a commonly used structure. This project can be used as a template when creating new projects and thus reduce the project creation time.
Create a template project like any other project but tick the Can this project be used as a template? option on the Edit Project Settings tab page. This setting identifies that it is a template project and can therefore be selected during the project creation stage.
 NOTE: If you can't see template projects in the Project Lookup or Project Listing grids please make sure the Templates option on the  button is ticked otherwise template projects will not be listed.
|
|
|
Operational
NOTE: Task may be created:
▪Before the current task ▪After the current task ▪As a child of the current task - child tasks provide a method of grouping a number of tasks together for reporting purposes or because they share dates. Parent and child relationships become important in multi-discipline task structures. For more information see the Multi-Discipline Task Dates topic. |
To create a new task (if no tasks already exist):-
1.Click the New Task button (if this is the first task to be added to the project). 2.Jump to point 3 below.
To create a new task (existing tasks already exist on the project):-
1.Select an Existing task where you want to insert the new task. 2.Click the button on this task and select New Task > {One of the options noted above}. 3.The New Task form will now be displayed.
|
Create task from a template;-
|
|
|
1. Select the Create a new task using 'Task type' option. Click here for option definitions.
Normal Time Recording Task
|
The task is created for time recording and targeting. This is the normal type of task.
The task will appear in the task list and be available for planning dates and to be resourced against.
NOTE: The billing method, billing timing, target method and method of calculating the resource rate will be taken from the default settings defined in the Control Parameters > Projects tab page.
|
|
Lump Sum Fee Recovery
|
The task is created for the sole purpose of charging a lump sum fee. It is not available for time recording or for resource planning.
The charge method for the task is set as lump sum fee.
|
Summary Task
|
The task is created as a dummy parent task under which child task can be added. Summary tasks are often used to define a phase of a project rather than an individual deliverable. The task is created as non time-bookable and non-chargeable.
|
Milestone Task
|
A milestone task is a task created to record progress against a date. It is not available for time recording or resource planning, but appears in the project plan as a milestone event.
The task is also set as non-chargeable.
|
|
|
|
2. Select the Task Type you would like the new task to be defined as.
|
|
|
3. Enter the new task's Task Code and Task Title.
|
|
|
4. Click the Save button.
|
|
Create task from an existing task;-
|
|
|
1. Select the Create a new task from an existing task option.
NOTE: The billing method, billing timing, target method and method of calculating the resource rate will be inherited from the task you are copying from.
|
|
|
|
2. Select the Project and Task you would like to use as a template.
|
|
|
3. Enter the new task's Task Code and Task Title.
|
|
|
4. Click the Save button.
|
4. You will now be shown the Task Definition page where the rest of the task information can be populated.
Related Topics
Creating Projects
Creating Tasks
Moving Task
Deleting Task
|