Task management for Projects is a useful overview of work where you can make changes to multiple Tasks at once. To see all Project Tasks, manage metrics and make changes:
- Open the Project and click the Tasks tab
- Observe four key metrics for the Tasks on this Project:
- Sold Hrs – Total quantity of Labor (labour) (L type items) sold on approved Sales Orders linked to the Project
- Scheduled Hrs – Combined total number of Estimated Effort for parent Tasks within the Project
- Assigned Hrs – Combined total number of Estimated Effort for Sub Tasks within the Project
- Time Billed Hrs – Combined total or actual Time Bills against the Project
- To change the status of multiple Tasks and / or Sub Tasks at once, highlight the specific rows and select an option in the Task grid Extended Menu. The options include the following:
- Task Start Date
- Task End Date
- Shift Dates
- Change to COMPLETED Status
- Add a Sub Task to the Selected Task
- Open a Task from the Project Task tab to view and / or update the Task details not available from the Task tab grid
For detailed information on Project Task Grid Header Fields and columns, please see article Project Task Grid Header Field and Column Definitions