Scheduling (projects) › How to Edit Tasks › Edit Task Properties

Edit Task Properties

Use this procedure to open the task and edit its properties. The task properties include the general properties, the earned value options, the date constraints, task relationships, and resource assignments.

Note: A locked task cannot be edited. Click Unlock to unlock the task and enable editing.

Follow these steps:

1. Open the project and click Tasks.

   The list page appears.

2. Click the name of the task.

   The properties page appears.

3. Edit the following fields in the General section:

   Name

   Defines the name of the task. The list pages display the name of the task. You can click the task name to open the task properties page.

   Limits: 64 characters

   ID

   Defines the unique identifier for the task. The list pages or portlets display the ID.

   Limits: 16 characters

   Required: No

   Start

   Defines the date of starting the task assignment for a resource. The list pages or portlets display the start date.

   Default: Task start date

   Required: Yes

   Note: Define the assignment to start on or after the task start date. If an assignment has actuals, the field is view only.

   Finish

   Defines the date of completing the task assignment for a resource. The list pages or portlets display the completion date.

   Default: Task completion date

   Required: Yes

   Note: Define the assignment to finish on or before the task completion date.

   Status

   Displays the status of the task.

   Values:

   • Completed. Indicates that the ETC task is zero and the percentage completed is 100.
   • Not Started. Indicates that actuals are not posted.
   • Started. Displays when a resource posts actuals to the task assignment.

   Default: Not Started

   % Complete

   Defines the percent of work that has been completed when the task is partially completed.

   Values:

   • Zero. Enter this amount if the task is not started. The status of the task changes to "Started" (unless you specify "Not Started").
   • 1 through 99. Enter this amount if the task has ETC or actuals posted and the task is not started.
   • 100. Enter this amount if the task is complete, and then specify "Completed" as the status for the task.

   Default: 0

   Required: No

   Guidelines

   Defines the file path and file name for the guidelines your organization follows for this task.

   Example: \\CA Clarity PPM\Guidelines\Project\Plan.doc.

   Charge Code

   Defines the charge code for the task. Task-level charge codes supersede project-level charge codes where both are specified.

   Must Start On

   Defines the date on which the task is required to start. This date is used as a date constraint during autoscheduling.

   Must Finish On

   Defines the date on which the task is required to finish. This date is used as a constraint during autoscheduling.

   Start No Earlier Than

   Defines the earliest possible start date for a task. This date is used as a constraint during autoscheduling.

   Start No Later Than

   Defines the latest possible start date for the task. This date is used as a constraint during autoscheduling.

   Finish No Earlier Than

   Defines the earliest possible start date for a task. This date is used as a constraint during autoscheduling.

   Finish No Later Than

   Defines the latest possible finish date for a task. This date is used as a constraint during autoscheduling.

   Exclude from Autoscheduling

   Specifies excluding the dates for this task during the auto-scheduling process.

   Default: Cleared

   Required: No

   Note: This field works with the Schedule Assignments on Excluded Tasks field on the auto-schedule page. Suppose, you exclude the task from auto-scheduling. But you specify allowing changes to excluded task resource assignment dates during auto-scheduling. The auto-schedule process changes the task resource assignment dates, while remaining within the start and finish dates for the task.

4. Save the changes.

More information:

How to Edit Tasks

Create a Tentative Schedule