System Editable Fields
Field | Function | Editable | Definition |
|---|---|---|---|
ID | Text Field | System | Unique system-generated Task ID. Task IDs display based on the sequential order of tasks and sub-tasks in the project. |
Info | Text Field | System | Displays information flags. Hovering over a flag displays a message. |
System ID | Text Field | System | Unique system-generated Task System ID. |
Level | Text Field | System | Illustrates the task rank within a hierarchical relationship of tasks. Indent and Outdent functions in the Gantt toolbar are used to change hierarchy. |
Planned Resource | Text Field | System | Lists the planned user resources assigned to a task. Other planned resources, such as skills, facilities, and materials, do not appear in this column. |
Skills | Text Field | System | Lists all planned skills assigned to a task. |
Status | Text Field | System | Displays the status of the task. |
Phase | Text Field | System | Projects can be scheduled in phases so that several projects relating to the same goal can be managed together. |
Predecessors | Text Field | System | Tasks that must begin or end before a successor task can proceed. Predecessors can be set using the predecessor dropdown under Edit Task Details or entered manually in the Predecessor column. |
Successors | Text Field | System | Successor tasks hinge on the start or finish of a predecessor task. When editing a task, only a predecessor can be selected, not a successor. |
Status Categories: Not Started, Started, Complete, On Hold, and Action Required.
Editable Fields
Field | Function | Editable | Definition |
|---|---|---|---|
Task Calendar | Text Field | Y | Tasks are scheduled based on the calendar displayed in this column. |
Task Name | Text Field | Y | Task description. |
Start Date | Text Field | Y | Date that the task is scheduled to start. |
Finish Date | Text Field | Y | Date that the task is scheduled to finish. |
Duration | Text Field | Y | Represents the number of working days scheduled for the task's completion. |
Duration Percent Complete | Text Field | Y | Completion status of a task, expressed as the percentage of individual tasks that have been completed. Tasks are assumed to require equal amounts of effort. |
% Comp | Text Field | Y | Project status expressed as the percentage complete of total actual time involved, expressed in working days. |
Physical Percent Complete | Text Field | Y | Project status expressed as the percentage complete of total actual effort involved. Used when effort rate is not constant or does not follow a linear trajectory. |
Actual Start Date | Text Field | Y | Shows the date and time that a task or assignment actually began. |
Actual Finish Date | Text Field | Y | Shows the date and time that a task or assignment actually finished. |
WO ID - WO Desc | Text Field | Y | A work order ID is a unique number assigned to each work order. A work order contains task information. |
Change Request Handling | Text Field | Y | Indicates the number of change requests associated with a task. Change order requests are added under Project Toolbar | Produce | Change Request Handling. |
Status Date | Critical Path | Y | The date used to report project progress. It separates completed work from work that still needs to be done and is used to check for out-of-sequence tasks. |
WBS Code | Text Field | Y | Work Build Structure Code. Outline numbers that can be applied to tasks and edited to match business needs. |
Task Calendar Notes:
Calendars can be configured by a Project Manager using the Modify icon.
Recurring non-working days are set from the Settings icon on the Modify Calendar tab.
One-time non-working days can be designated by clicking a working day in the Modify Calendar tab.
Task-level calendars can be enabled and selected from the Gantt task information grid or updated through the Task Updates page.
Physical Percent Complete Options:
Default calculation: Physical Percent Complete = Actual Cost / (Actual Cost + Estimate to Complete).
Alternative option: the user enters the figure manually based on their own calculations.
An administrator chooses the calculation option under Administration | System | Task | Configuration.
Calculated Fields
Field | Function | Editable | Definition |
|---|---|---|---|
Baseline Start Date | Baseline | Calculated | Planned Start Date of a task according to a specified baseline that the Project Manager can add to the Gantt chart. |
Baseline Finish Date | Baseline | Calculated | Planned Finish Date of a task according to a specified baseline that the Project Manager can add to the Gantt chart. |
Deviation From Baseline Start | Baseline | Calculated | Number of days between the Baseline Start Date and the Start Date. If the Actual Start Date differs from the Planned Start Date, this shows the difference between Baseline Start Date and Actual Start Date. |
Deviation From Baseline Finish | Baseline | Calculated | Number of days between the Baseline Finish Date and the Finish Date. If the Actual Finish Date differs from the Planned Finish Date, this shows the difference between Baseline Finish Date and Actual Finish Date. |
Actual Charge Out Cost | Element of Cost | Calculated | The actual cost the business charges the customer for using its goods or services. |
Actual Cost | Element of Cost | Calculated | Shows costs incurred for work already performed by users on their tasks, together with other recorded costs associated with the task. |
Actual Duration | Element of Cost | Calculated | The actual duration of the task in working days. |
Actual Resource | Element of Cost | Calculated | Displays users who have logged time for a specific task, giving a real-time view of actual task execution. |
Duration Remaining | Element of Cost | Calculated | Duration remaining in days for the task. |
Assigned Effort | Element of Cost | Calculated | Total effort in hours for elements of cost assigned to the task. |
At Completion Duration | Element of Cost | Calculated | The at-completion duration of the task. |
Cumulative Planned Cost | Element of Cost | Calculated | The cumulative planned cost of a task and all associated subtasks, based on incurred and remaining planned costs. |
Planned Charge Out Cost | Element of Cost | Calculated | The planned cost of the task. |
Planned Cost | Element of Cost | Calculated | Planned cost for all elements of cost for a task, including skill, facility, and material costs. |
Planned Effort (Hrs) | Element of Cost | Calculated | Planned effort hours of all users assigned to the task. |
Skill Charge Out Cost | Element of Cost | Calculated | Rate that a skill will be charged out at. |
Skill Cost | Element of Cost | Calculated | Total cost of all skills allocated to the task. |
Total Skill Hours | Element of Cost | Calculated | Total planned hours of all skills assigned to the task. |
Slack | Critical Path | Calculated | Total time that an individual task can be delayed before the project deadline is delayed. |
Early Start | Critical Path | Calculated | Early Start Date for the task based on critical path and status date. |
Late Start | Critical Path | Calculated | Latest Start Date for the task based on critical path and status date. |
Early Finish | Critical Path | Calculated | Earliest Finish Date for the task based on critical path and status date. |
Late Finish | Critical Path | Calculated | Latest Finish Date for the task based on critical path and status date. |
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