The Task Detail View provides information on a selected project task such as status, type, planned due date, and employee responsible. This screen is accessed by clicking Edit on the task row on the Projects - Tasks screen.
The tasks feature is available in the Professional and Enterprise editions only.
Task Detail
Delete :
Click to delete the task.
Task:
Click to edit the task name.
Project:
This read-only field displays the name of the associated project.
Phase:
This read-only field displays the phase to which this task belongs.
Type:
This read-only field displays the task type.
To-Do:
Select this check box to create or delete a To-Do item for the tasks.
Status (Pending/Completed/Not Applicable):
This link only displays when a To-Do item has been created for the tasks, click to change the To-Do status.
If the status for a task is initially set as Not Applicable and then the To-Do check box is selected, the status automatically changes from Not Applicable to Pending.
View To-Do:
This link only displays when a To-Do item has been created for the tasks, click to view the To-Do item's details.
Budget:
In this section specify the estimated start/end dates for the tasks, worked hours and expenses.
Actual:
In this section specify the actual start/end dates for the tasks, worked hours and expenses.
Actuals are calculated from entries recorded in the system when the Use Tasks for Time option is enabled for the project, as are Variances and Actual % Complete.
Variance:
The fields in this section show the difference between the task's budgeted and actual dates, hours and expenses.
Actual:
Displays the percentage for hours actually completed.
Estimated:
Displays the estimated percentage of completion. This value is usually entered by someone such as a Project Manager.
Description:
Enter descriptive detail for the tasks.
Responsible
Contact:
This list displays the employees responsible for the task. Select the check box in the Assign column to make listed contacts responsible for the job.
Project Team:
This list displays the project team members associated with the task. Select the check box in the Assign column to make listed team employees responsible for the job.