Project Task Board Lightning Component Fields

The Project Task Board Lightning component includes the following.

Fields

Fields on the Project Task Board
Field	Description	Default
Search	Searches for project tasks based on the task name. When you start typing characters from anywhere in the name, PSA searches the tasks loaded into the Project Task Board and narrows down the search results as you type.	Not applicable

Buttons

Buttons on the Project Task Board
Button	Description	Default
Edit	Opens the Edit Task window.	Not applicable
Manage Resources	Opens the Manage Resources window to manage the resources assigned to a project task.	Not applicable
	Shows details of the selected project task on the Task tab of the Record Details panel. An administrator controls the fields that are displayed on the Task tab. For more information, see Project Task Board Lightning Component Properties. Details of an assigned resource are displayed on the Resources tab of the Record Details panel. If there are multiple resources assigned to a task, you can delete the currently selected resource from the Search Contacts field on the Resources tab, click the Search Contacts field, and select another resource from the list to view their details. The default date range displayed in the Resource Schedule section of the Resources tab of the Record Details panel depends on whether you are viewing the Project Task Board from a workspace, from a project record, or from an Experience Cloud site: From a workspace, the date range is the current week beginning on the resource's work calendar start day. From a project record or an Experience Cloud site, the date range matches the project record date range, provided both a start and an end date are present. If either the start date or end date is missing, the date range is the current week beginning on the resource's work calendar start day. The following example shows a current week beginning on the work calendar start day. Today's date: Tuesday, May 7, 2024. Work calendar week start day: Sunday. Current week: Sunday, May 5, 2024 to Saturday, May 11, 2024. For more information about the sections displayed on the Resources tab of the Record Details panel, see Contact Card Lightning Component Overview. The Record Details panel stays open until you close it. To close the panel, click on the panel or click again. For more information on the Record Details panel, see Viewing Record Details.	Not applicable
	Filters the tasks displayed. The panel stays open until you close it. Click to open and close the panel. For details of the options available in the filter panel, see Filter Fields.	The following tasks are displayed by default: From a project record page: All project tasks on the current project, taking into account the filter options that are selected from the filter panel. From an app page, such as workspace: All project tasks a user owns or is assigned to, and any other project tasks on projects the user manages, taking into account options selected from the filter panel. For more information on filters, see Filtering Project Tasks.
	Expands the Project Task Board to full view. Click to return it to its original size.	Not applicable
	Opens and closes the Preferences panel, enabling you to configure the board. An administrator controls whether this button is available to the user or not.	Not applicable

Edit Task Window Fields

Fields Located in the Edit Tasks Window.
Field	Description
Actual Hours	Hours spent on this task.
End Date and Time	The date and time on which work for this task is projected to end.
Estimated Hours	Original estimated hours for the task.
Milestone	The milestone of the parent project.
Name	The name of the project task.
Rich Notes	Notes on the project task.
Project	Name of the project to which the project task relates.
Start Date and Time	The date and time on which work for this task is projected to start.
Status	The status of the project task. Default values are Draft, Planned, Started, Blocked, Complete, and Deferred.
Summary	Indicates whether the task is a summary task. A summary contains at least one child task. Information from a child task such as start and end date, percentage complete, and points rolls-up to its parent summary task.

Edit Task Window Buttons

Buttons Located in the Edit Task Window.
Button	Description
Cancel	Cancels any edits without saving and closes the Edit Task window.
Save	Saves any edits and closes the Edit Task window.

Preference Buttons

Preference Buttons
Button	Description
Apply	Updates the contents of the Project Task Board using the specified preferences.
Reset	Returns the preference criteria to the default values.

Preference Fields

Preference Fields
Field	Description
Group By	Groups the contents of the Project Task Board into swimlanes using the specified preferences.
Hide Columns	Hides the columns of the Project Task Board by using the specified preferences.

Filter Fields

The Project Task Board Lightning component includes the following fields in the filter panel.

Key:
Descriptions of checkbox settings describe the selected (true) case.

Fields in the Filter Panel on the Project Task Board
Field	Description	Default
External Resource	The external resources attached to the current project's project task assignments.	On a project record page.
Project Task Name	The project task that you want to search for.	On a project record page.
Tasks Starting Before Tasks Ending After	The dates selected to filter tasks on the Project Task Board: A maximum of 1,000 tasks whose start or end date overlaps with the selected date range are displayed. The project tasks in each column are sorted by start date. Tasks without a start date or an end date are placed last. Tasks with no start date and no end date are omitted if you are filtering by start date or end date. If multiple records have the same start date and time, PSA sorts them using the Order field. When viewing the Project Task Board from an app page, if you have deleted the start date from the filter panel, all tasks with a start date before the specified end date are displayed. If you have deleted the end date, all tasks with an end date after the specified start date are displayed.	On a project record page: no dates selected. On an app page, such as a workspace: the date range is one month either side of today's date.
Task Involvement	Project tasks you are assigned to, that you own, or that are on projects where you are the Project Manager. The following options are available to choose from: Assigned Task: Filters project tasks you are assigned. Managed Task: Filters project tasks that you manage. Owned Tasks: Filters project tasks that you own.	On a project record page: unselected. On an app page, such as a workspace: selected.
Task Timeline	The task due timeline for tasks on the Project Task Board.	On a project record page: no timelines selected. On an app page, such as a workspace: no timelines selected.
Resource	Project tasks that are based on the assigned resources.	On a project record page: no resources selected. On an app page, such as a workspace: no resources selected.
Resource Roles	Project tasks that are based on the roles of assigned resources.	On a project record page: no resource roles selected. On an app page, such as a workspace: no resource roles selected.
Projects	Project tasks that are based on the projects of assigned resources.	On a project record page: not applicable. On an app page, such as a workspace: no projects selected.

Filter Buttons

The Project Task Board Lightning component includes the following buttons in the filter panel.

Buttons in the Filter Panel on the Project Task Board
Button	Description
Apply	Updates the contents of the Project Task Board using the filter criteria specified.
Reset	Returns the filter criteria to the default values.
	Enables you to edit, delete, and save filter sets and set a default filter set

Manage Resources on a Project Task Window Fields

By default, the Manage Resources on a Project Task window includes the following fields.

Fields in the Manage Resources on a Project Task Window
Field	Description
Resource Name	The name of the resource assigned to the project task.
Resource Role	The role of the resource assigned to the project task.
Assignment	The name of the assignment that the resources are being assigned to.
Start Date	The start date of the project task.
End Date	The end date of the project task.
Actual Hours	The actual hours that the resource has worked on the project task
Allocation Hours	The hours that the resource has been allocated to the project task. When you update this field, the total allocation hours for the resources is updated in the Updated Estimate Hours card.
Allocation Percentage	The percentage of the project task hours allocated to the resource.
Estimated Cost	The estimated cost of the resource's hours on the project task.
Actual Cost	The actual cost of the resource's hours on the project task.
Estimated Hours	A read-only summary card. When you click Apply, this value is updated to equal the value in the Updated Estimated Hours card.
Updated Estimated Hours	A read-only summary card. When you change a resource's allocated hours on this project task assignment, this card is updated with the total allocated hours. When you click Apply, the values in the Estimated Hours field in the task grid and the Estimated Hours card in this window are updated to this value.
Search	Enter a minimum of three characters, then press Enter to find resources in the grid.

Manage Resources on a Project Task Window Buttons

The Manage Resources on a Project Task window includes the following buttons.

Buttons in the Manage Resources on a Project Task Window
Button	Description
	Adds a new, blank project task assignment row.
Assign Resources	Opens the Assign Resources window where you can select resources for the project task.
	Deletes the selected project task assignment.

Assign Resources to Project Task Fields

Assign Resources to Project Task Fields
Field	Description
Default Cost Rate	The default cost rate of the resource for the project task.
Group	Name of the group.
Practice	Name of the practice.
Region	Name of the region.
Resource Name	The resource name to be assigned to the project task.
Role	The role to which the resource is being assigned.