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Edit Tasks in the Work Breakdown Structure

Use this procedure to edit tasks directly in the work breakdown structure (WBS) in the Gantt view. You can edit subproject tasks by expanding the subproject in the WBS and clicking the task, which opens the Gantt view for the subproject.

You can delete tasks and milestones from the WBS. When you delete a task or milestone:

If a task has a resource assignment with posted actuals, you cannot delete the task. Instead, the task is placed in a deleted tasks phase. The estimates for the task are set to zero and its status is set to "Complete."

Follow these steps:

  1. Open the project.
  2. Open the Tasks menu and click Gantt.

    The Gantt view appears.

  3. Edit the following fields in the WBS:
    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

    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.

    % Complete

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

    Values:

    • Zero. The task is not started.
    • 1 through 99. The task has ETC or actuals posted and the task is not started.
    • 100. The task is complete.

    Default: 0

    Assigned Resources

    Defines the name of the resource assigned to the task.

    Required: No