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Tasks

A personal task is a work item for which you can log work in your timesheet and can track the progress. You can view personal tasks that you create and those others assign to you. A task entry appears in the task list for each assigned task. You can use this page to perform the following actions:

You can update a personal or assigned task to ensure that information about tasks is up-to-date.

Follow these steps:

  1. Open Home, and from Personal, click Organizer.
  2. Click Tasks.
  3. Open the task you want to update.

    The following task properties appear. You can edit the appropriate fields as needed:

    Task

    Defines the name of the task. The value for the field is derived from the Name field on the Task Properties page. On list pages or in portlets, displays the name of the task.

    Limits: 64 characters

    Investment

    Displays the name for the investment. The value for this field is based on the Project Name field on the Project Properties page.

    Start

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

    Default: Task start date

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

    Finish

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

    Default: Task completion date

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

    Actuals

    Displays the total work units that a resource has worked and posted to the task assignment.

    Pending Actuals

    Displays the number of hours that a resource enters on a submitted timesheet that is waiting to be posted.

    ETC

    Displays the estimated hours to complete the task. Click in the cell to edit the value.

    Assignment Status

    Displays the status of the task. The value for this field is derived from the Status field on the Task Properties page.

    Values:

    • Not Started. No time is posted against the task.
    • Started. Automatically changes the status to Started when time is posted against the task.
    • Completed. Automatically changes the status to Completed when the task ETC has zero hours and the task status is updated to Completed.
  4. Save your changes.