Task Dates

 

To enter task dates, select the Project Targets option from the Project Management menu.

 

Note: This is only available if you have the Resourcing module registered

 

Purpose

The Project Target screen allows target dates and target hours to be entered by project managers on tasks. This allows project managers to set targets within Timemaster Web for the projects under their control.

If the resourcing module has been purchased, resources may also be planned against the task by person or role.

Use this option to:

Create tasks for planning and time recording purposes
Schedule tasks by allocating start and finish dates

Edit task percentage completion information

Enter expected target hours to complete

Restrict tasks to selected staff members.

Resource plan tasks (with the option resource planning module)

Enter fee / cost based information against the task

 

Configuration

Not all tasks may require targets. In addition it may be required to restrict access to setting targets only to project managers. Please see the Task Dates Configuration topic to learn how to configure the task dates for data entry within Timemaster Web

 

Operation

This window shows the task dates in a scrollable grid and as a Gantt chart against a weekly or monthly calendar. It allows dates to be entered, target hours to be entered, and dependencies between tasks defined.

First of all generic screen image is shown, then each part of the page and its functionality is listed along with a link to describe each topic in more detail. Finally, implications for multi-discipline organisations are discussed.

 

TaskDates_ScreenImage

 

A

Data Entry Options

Edit options: Whether parent or child dates are to be edited, zoom levels etc.

B

Refresh and Customise

Refresh and Customise options

C

Task Edit

Click on the Pen icon to edit a task. This will provide a drop down menu with the following options:

Edit Task Fee

Edit Task Staff Restrictions

Edit Task Dates

Edit Task Resources

Edit Task % Completion

Edit Task Definition

D

 

Gantt Chart

Displays the task dates in a Gantt chart

E

 

Total Section

Displays totals for the project

F

 

Creating Tasks

Allows tasks to be created and deleted

G

Baselines

Creates and updates baselines for the project

 

Multi Discipline Structures

Implications for entering dates on multi-discipline projects

 

 

 

This column identifies if the task is;-

Task_Milestone_Icon - A milestone (also shown with a blue shading across the entire row

Task_Closed_Icon - Closed

Task_Complete_Icon - Complete

Task_Non_Time_Bookable_Icon - No time can be booked to this task

 

Note: Summary tasks are shown with a yellow shading across the entire row.

Task

The unique code allocated to the task

Name

A short description of the task

Start

Task start date

Finish

Task finish date

Dur

Duration in days or weeks

Target Hrs

The number of hours the task is expected to take

% Complete

Task percentage completion

Actual Hrs

Actual hours booked on the timesheets to the task up to the Last Actual Date

Remain Hrs

Target Hrs – Actual Hrs

Act Start

Task actual start date

Act Finish

Task actual finish date

Baselined Hrs

The baselined target hours

Variance Hrs

Baseline hours less Target hours

Resourced Hrs

The number of hours resourced after the Last Actual Date to named staff or roles

Resources

A "heads" icon is shown if resources are allocated to the task. Floating over the icon displays the name of the resources

A number of additional columns may be added using the Customising Grids function. Depending on your access rights to view costs, these may or may not be available to you.

% Spend

Actual Cost as a percentage of Baseline Cost

% Base Spend

Actual Cost as a percentage of Target Cost

Actual Cost

Actual cost of hours booked on the timesheets

Baseline Cost

Baselined target cost

Baseline Start

Baselined Start Date

Baseline Finish

Baselined Finish Date

Target Cost

The expected cost of the task

Remain Cost

Calculation of Target Cost less Actual Cost

Variance Cost

Calculation of Baseline Cost less Target Cost

 

 

Related Topics

Resourcing Overview

Resource Availability

Resource Allocations

Task Resources

Creating Tasks

View as a Graph

 

 

 

Any images shown may be representative of the previous version of Timemaster

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Please report any errors on this page to timemastersupport@equisys.com