Project Workflows – Configuring Task Planning
- amani imtiyas
- Paul Angelo (Unlicensed)
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:
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 | Configurable | NEVER MANDATORY - | ALWAYS DISABLED | NEVER MANDATORY - |
TimeframeBaseline | Baseline: | Show Baseline times. | ALWAYS DISABLED | Configurable | NEVER MANDATORY - | ALWAYS DISABLED | 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 | NEVER MANDATORY - |
Goto Task Planning | Goto Task Planning. | Goto Task Planning. | ALWAYS DISABLED | ALWAYS DISABLED | ALWAYS DISABLED | Configurable
| ALWAYS DISABLED |
Goto Quick Update | Goto Quick Update. | Goto Quick Update. | ALWAYS DISABLED | Configurable | ALWAYS DISABLED | ALWAYS DISABLED | Configurable |
Progress Performance Traffic Light | N/A | Progress Performance Traffic Light of Task. | ALWAYS DISABLED | Configurable | ALWAYS DISABLED | ALWAYS DISABLED | ALWAYS DISABLED |
Task ID | ID | ID | ALWAYS DISABLED | Configurable | ALWAYS DISABLED | ALWAYS DISABLED | ALWAYS DISABLED |
Task Name | Task Name | Task Name | Configurable | ALWAYS ENABLED | ALWAYS ENABLED | ALWAYS DISABLED | ALWAYS DISABLED |
Comment | Comment | Comment | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED | ALWAYS DISABLED |
Completion Date | Completion Date | Completion Date | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
Start Date
| Start Date | Start Date | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
End Date
| End Date | End Date | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
Predecessors
| Predecessors | Predecessors | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
Status | Status | Status | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
List Fields (5) | Custom List | Custom List | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
Single Line Text Fields (5) | Custom Text Field | Custom Text Field | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
Numeric Fields (5) | Custom Numeric Field | Custom Numeric Field | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
Data Fields (5) | Custom Tick Box/Date | Custom Tick Box/Date | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
Progress Percent | Progress % | Progress Percentage | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
Duration | Duration | Duration | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
Responsible Person | Responsible Person | Responsible Person | Configurable | Configurable | Configurable | ALWAYS DISABLED | ALWAYS DISABLED |
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