Risks, Issues, Change Requests, and Action Items › Risks › Risks Associated with Tasks › Create Key Tasks Associated to Risks

Create Key Tasks Associated to Risks

Follow these steps:

1. Open the project and click Risks/Issues/Changes.

   The risks page appears.

2. Click the risk name.

   The risk main page appears.

3. Click Associated Tasks.

   The risk associated tasks page appears.

4. Click New.

   The create page appears.

5. Complete the following fields:

   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.

   Milestone

   Specifies to designate the task as a milestone task. Milestones are tasks that have a due date but not a duration (a period between a start and finish date). Once saved, the Start field on the task properties page is locked.

   Default: Cleared

   Required: No

   Note: You cannot assign staff to milestones or designate them as summary tasks.

   Key Task

   Specifies whether you want to identify this task as a key task. A key task is significant in some way. For example, the start date of other tasks can depend on the key task.

   Example: If this task is one whose completion is essential to the start date of other tasks, then mark this task as a key task.

   Default: Selected

   Status

   Displays the status of the task based on the value of % Complete. This field is automatically calculated and updated based on the task % Complete value.

   Values:

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

   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

   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.

6. Save and submit the changes.

More information:

How to Create New Tasks