Create and Connect Project Tasks

Explanation

There are three ways of creating a project task. The first is to create a new record in the Project Tasks window. Right-click on the Project Tasks window, point to the Project Connection menu option and click Connect to Activity to connect it to an activity. The second is to select the activity to which it should be connected in the graphical structure navigator in Project Navigator and then insert a new record in the Tasks tab. The third is to insert a new record in the Activity/Tasks tab.

If the task is connected to an activity, the task will report progress, hours and cost information to the activity. The task is only able to report cost and hours when the planned values are registered with the relevant cost elements . For more information, see Cost, Hours and Revenue to Activity and Earned Value and Progress.

Prerequisites

• There are no prerequisites for creating a task. However, to be able to connect it to an activity, the activity must exist.
• If you want to use milestones to report progress on the task, a progress template must exist.

System Effects

A new task is created and connected to an activity. The progress, cost and hours information for the task are reported to the connected activity.

Window

Project Tasks
Project Navigator/ Tasks
Activity/Tasks

Related Window Descriptions

Project Tasks
Project navigator/Tasks
Activity/Tasks

Procedure

Create a new task:

1. Open the Project Tasks window and create a new record.
2. Enter the task ID and any additional task information.
3. Add planned cost and/or hours which define the cost and hours for the task. If you want to connect this task to a project activity enter relevant cost elements for the cost and hours.
4. If you would like to use milestones to report cost and progress to a connected activity, select a progress template.
5. Save the new task.

To connect the new task to an activity, continue with the following next steps:

1. Right click on the Project Tasks window, point to the Project Connection menu option and click Connect to Activity.
2. Enter the activity ID you wish to connect the task to, or select from the List of Values.
3. Save the connection.

Create a new task which is automatically connected to an activity:

1. Select the activity in the graphical structure navigator in the Project Navigator window, and click on the Tasks tab.
2. Alternatively, you can open the Activity window and click on the Task tab.
3. Create a new task.
4. Enter the task ID and any additional task information.
5. Add planned values for cost and/or hours with relevant cost elements.
6. If you would like to use milestones to report cost and progress to a connected activity, select a progress template.
7. Save the new task.