Project Workflows – Configuring Task Planning

The Task Planning Object consists of one mandatory tab titled Task Planning. 

This object

  • Can be added multiple times within a workflow.

    This is an independent and incremental object. Hence, the changes made to one instance will be reflected in all subsequent instances. However, they will not be reflected in the previous instances.

  • Can be renamed.

Prerequisites and dependencies

  • If the project is linked to an action/task, any changes will be reflected in interplan and vice-versa.

Task Planning

In order to configure and activate the Custom Fields:

Go to Framework > Choose a workflow > Click on Task Planning Object.

The administrator can configure the settings as shown below:

Figure 1.1
Figure 1.2

Choose the field by ticking the tickbox against it and use the arrows on top right corner of the object editor in order to change the order of the fields. The fields will appear in this order on the Task Planning object .

In order to change the label names for other custom fields (text fields, date fields and numerical fields), navigate to object framework area.

The below table gives an overview of the fields which can be configured within this section.

Field Name

Default Display Name

Default Help Text

Default Settings

Field Enable

Field Visible

Field Compulsory

Field Visible in Quick Update

Field Lock

Timeframe Actual

Forecast/Actual:

Show Actual times.

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

NEVER MANDATORY -
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

NEVER MANDATORY -
SYSTEM CONSTANT

TimeframeBaseline

Baseline:

Show Baseline times.

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

NEVER MANDATORY -
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

When ticked in an instance where a new baseline version is not created during a particular phase, the system will NOT auto create a new version upon phase sign off.

BaselineButton

N/A   

Baseline the current.

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

NEVER MANDATORY -
SYSTEM CONSTANT

Goto Task Planning

Goto Task Planning.

Goto Task Planning.

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

 ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

 

 ALWAYS DISABLED
-
SYSTEM CONSTANT

Goto Quick Update

Goto Quick Update.

Goto Quick Update.

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

Progress Performance Traffic Light

N/A

Progress Performance Traffic Light of Task.

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Task ID

ID

ID

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Task Name

Task Name

Task Name

Configurable

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Comment

Comment

Comment

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Completion Date

Completion Date

Completion Date

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Start Date

 

Start Date

Start Date

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

End Date

 

End Date

End Date

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Predecessors

 

Predecessors

Predecessors

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Status

Status

Status

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

List Fields (5)

Custom List

Custom List

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Single Line Text Fields (5)

Custom Text Field

Custom Text Field

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Numeric Fields (5)

Custom Numeric Field

Custom Numeric Field

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Data Fields (5)

Custom Tick Box/Date

Custom Tick Box/Date

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Progress Percent

Progress %

Progress Percentage

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Duration

Duration

Duration

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

Responsible Person

Responsible Person

Responsible Person

Configurable

Configurable

Configurable

ALWAYS DISABLED
-
SYSTEM CONSTANT

ALWAYS DISABLED
-
SYSTEM CONSTANT

View other articles under this section:


<< Back to main section
Configuring Objects