Editing Project Task Details

You can edit project tasks in the Task pane or the Schedule pane. Changes that you make on the Schedule and Task panes are shown immediately so that you can view the effect of your changes before saving them. Changes are not saved until you click Save. For more information, see Project Task Gantt Fields.

Warning:

If the task object contains required fields that are not included as columns in Project Task Gantt, or are included as read-only columns, your administrator must ensure that some other mechanism, such as an insert trigger, automatically populates the required fields so you can create and save new tasks.
Otherwise, if your project offers custom columns with required fields, your administrator must ensure the column is editable so the Project Task Gantt user can specify a value for the required field(s).

You can edit the Task Name, Points, Points Complete, Points Remaining, Percentage Complete, Estimated Hours, Hours Remaining, Assigned Resources and Roles, Milestone, Start Date and End Date fields inline or you can edit the fields on the Task Editor popup. Fields that you are unable to edit are shaded gray on the Tasks pane.

Note:

The Points Remaining and Hours Remaining fields can be set as read-only in the Read Only Field Set setting for Project Task Gantt.

You can restrict editing of Task-related field sets by designating specific field sets as read-only. For more information, see Project Task Gantt Settings and Preferences.

Note:

When editing fields, a red border is displayed around the field if you have entered invalid data. For instance, if you set the End date earlier than the Start date. When this occurs, hover over the field to display the error message.

To edit the details of a project taskClosed A unit of work or collection of work associated with a project. inline:

  1. Select the value that you want to change in the Task pane.
  2. Enter the value that you want.
  3. To save your change, click Save.

To view and edit the details of project tasks using the Task Editor popup:

  1. Double-click the task bar of the task in the Schedule pane.
  2. If you want to change a value, edit the fields as described in Project Task Gantt Fields.
  3. To save your changes, click OK.

Editing Duration Details

To edit the duration:

  1. Double-click on the entry in the Duration column.
  2. Enter the new duration or click on the arrows in the right-hand portion of the column.

To change the duration units:

  1. Double-click on the entry in the Duration column.
  2. Select Days or Hours in the popup to change the duration unit. For information about duration units, including any recalculation when you switch from one unit type to another, see Task Duration Units.

Using Project Task Assignment Indicators

Note:

You can control display of Project Task Assignment indicators in Project Task Gantt. For more information, see Project Task Gantt Settings and Preferences.

Indicators in Project Task Assignments assume:

  • If a Project Task Assignment has an associated Resource Request, it does not have an Assignment.
  • If a Project Task Assignment has an associated Assignment, any associated Resource Requests are ignored for purposes of indicators.

A basic error condition causing Project Task Assignment indicators to display are when the sum of all task hours associated with an Assignment exceeds the scheduled hours on the Assignment.

Tip:

Project Task Assignment indicators work best when Assignments have a single associated Project Task Assignment.

Red Alert Indicator Conditions

Project Task Assignment Dates The Task has Project Task Assignments with at least one of the Project Task Assignments having dates within the Assignment's time period.    
And:
None of the Project Task Assignment date ranges overlap with the Parent Task dates.
Project Task Assignment Hours The Task has defined (zero or more) estimated hours.
And:
The Task has one Project Task Assignment with associated dates.
And:
One of the following conditions is true: The total Task hours per Project Task Assignment exceed the scheduled hours for the Assignment.
  The Task hours exceed the total scheduled hours for the Assignment for all Project Task Assignments included in the Assignment.
The total estimated task hours for all Project Task Assignments with an associated Resource Request exceed either:
  The scheduled hours of a held Resource Request.
The requested hours for an unheld Resource Request.

Yellow Alert Indicator Conditions

Project Task Assignment Dates A Task has no Project Task Assignments.  
And:
The Task dates do not qualify for a red alert indicator condition.
And:
A Task has Project Task Assignments but: None of the Project Task Assignments have dates.
Or:
The Project Task Assignments have dates that partially cover task dates but there is at least one day within the Task date range that does not fall within any Project Task Assignment date ranges.
Project Task Assignment Hours The Task has more than zero estimated hours.
  
And:
The Project Task Assignment hours do not qualify for a red alert indicator condition.
And:
One of the following is true:
The sum of all Task hours associated with an Assignment exceeds the scheduled hours on the Assignment.

When multiple Project Task Assignments are associated with a Task, the total Project Task Assignment hours on the Task are calculated by taking the sum of all the Project Task Assignment hours and dividing them equally by the number of Project Task Assignments.
Or:
The Task has no Project Task Assignments with Assignments or has no associated Resource Requests.

Examples of Project Task Assignment Indicators

No Alert Flags:

  • An assignment has 40 hours and three tasks each with associated Project Task Assignments.
  • Each task has 10 hours.

The Project Task Assignment's total 30 hours is less than the Assignment's scheduled 40 hours.

Red Alert Flag:

  • An assignment has 40 hours and three tasks with associated Project Task Assignments.
  • Two tasks have 20 hours and the third task has 15 hours.

The Project Task Assignment hours total of 55 exceed the Assignment's scheduled 40 hours.

Yellow Alert Flag:

  • An assignment has 40 hours and three tasks with associated Project Task Assignments.
  • Two tasks have 20 hours and the third task has 10 hours.
  • The third task has two associated Project Task Assignments.

When calculating the total hours for the Project Task Assignments, any task with multiple Project Task Assignments is the total hours shared equally among the number of Project Task Assignments. The total calculated hours is 45 hours (20 for the first task + 20 for the second task + 5 hours for the third task's 10 hours divided by two Project Task Assignments).

The Project Task Assignment hours total of 45 exceed the Assignment's scheduled 40 hours. With multiple Project Task Assignments associated with the task, the distribution of hours is ambiguous and the entry is flagged with a Yellow alert.