Create and Connect Activity Tasks
Explanation
There are three ways of creating an activity task. The first is to create a new record
in the
Tasks window. Right-click on the
Tasks
window, point to the Project
Connection menu option and click Connect to Activity to connect it to an activity. The second is to select the
activity to which it should be connected in the graphical structure navigator in
Project
Navigator and then insert a new record in the
Tasks tab. The third is
to insert a new record in the
Activity/Tasks tab.
If the task is connected to an activity, the task will report progress,
hours and cost
information to the activity. The task is only able to
report cost and hours when the planned values are registered
with the relevant cost elements . For more information, see
Cost, Hours and Revenue to
Activity and Earned Value and
Progress.
Prerequisites
- There are no prerequisites for creating a task. However, to be able to connect it to an
activity, the activity must exist.
- If you want to use milestones to report progress on the task, a progress
template must
exist.
System Effects
A new task is created and connected to an activity. The progress,
cost and hours information for the task are reported to the connected
activity.
Window
Tasks
Project
Navigator/
Tasks
Activity/Tasks
Related Window Descriptions
Tasks
Project navigator/Tasks
Activity/Tasks
Procedure
Create a new task:
- Open the
Tasks window and create a new record.
- Enter the task ID and any additional task information.
- Add planned
cost and/or hours which define the cost and hours for the task. If you want
to connect this task to a project activity enter relevant cost elements for
the cost and hours.
- If you would like to use milestones to report cost and progress to a connected activity,
select a progress template.
- Save the new task.
To connect the new task to an activity, continue with the
following next steps:
- Right click on the
Tasks window, point to the Project Connection menu option and
click Connect to Activity.
- Enter the activity ID you wish to connect the task to, or select from the List of
Values.
- Save the connection.
Create a new task which is automatically connected
to an activity:
- Select the activity in the graphical structure navigator in
the
Project
Navigator window, and click on the
Tasks tab.
- Alternatively, you can open the
Activity window and
click on the
Task tab.
- Create a new task.
- Enter the task ID and any additional task information.
- Add planned values for cost
and/or hours with relevant cost elements.
- If you would like to use milestones to report cost and progress to a connected activity,
select a progress template.
- Save the new task.