Task Editor

Description

The Task Editor is used to create, edit, and delete tasks.

Tasks can be organized into a hierarchical tree structure to any depth.

Toolbar

The toolbar provides the means to create, delete and move tasks and milestones:

ButtonShortcutDescription

Add Task

Ctrl+I

Dropdown box to create a task or milestone. The new item is positioned after the currently selected item on the same level as the selected item. If no item is selected, the new item is appended at the top level.

 

Ctrl+Alt+I

 

Add Sub-task

Ctrl+Shift+I

Dropdown box to create a sub-task or -milestone. The new item is appended as a child to the currently selected item.

 

Ctrl+Shift+Alt+I

 

Delete Task

Delete

Deletes the selected tasks.

Indent Task

Appends the selected task as a child to the task above.

Unindent Task

Moves the selected task one level up, inserting it after its current parent task.

Move Up

Moves the selected task up one place.

Move Down

Moves the selected task down one place.

Note that you can also move or copy tasks using drag and drop or copy/paste.

Editing data

Data can be edited inline as described here or by using the Task Settings Dialog.

The following columns are displayed as default:

ColumnDescription

Name

The name of the task.

Status

Task status

Responsible

The person responsible for this task.

Allocation

List of resource allocations.

Type

The type of task or the estimate type of the task.

The type can be set to Milestone, Effort or Duration.

Note: If the type is Summary or Project the type is not editable.

Calendar

The calendar used when estimate type is Duration.

Estimate

The most likely estimate. The estimate is the expected amount of effort or time needed to complete a task. It can be expressed in different units: h (hours), d (days), w (weeks) and M (months).

Optimistic Ratio

Optimistic estimate expressed as a negative percentage of the most likely estimate. (E.g. -20%).

This is only used if a PERT distribution is used.

Pessimistic Ratio

Pessimistic estimate expressed as a positive percentage of the most likely estimate. (E.g. 50%).

This is only used if a PERT distribution is used.

Risk

Risk controls the PERT distribution used when calculating the actual estimate for this task.

Constraint

The timing constraint type.

Constraint Start

Constraint start time.

Constraint End

Constraint end time.

Running Account

Account for running costs.

Startup Account

Account for cost incurred at startup of the task.

Startup Cost

The cost incurred at startup of the task.

Shutdown Account

Account for cost incurred at shutdown of the task.

Shutdown Cost

The cost incurred at shutdown of the task.

Description

Task notes.

Task Modules Docker

Task Modules are groups of tasks that can be reused across projects.

This makes it possible to draw on past experience and to standardize similar operations.

A task module is inserted into your project by dragging it from the docker and dropping it into your project.

A task module is a regular plan file, and is designed using Plan in the same way as designing a regular project.

A task module, however, typically includes only tasks, estimates, and dependencies.

The project name is displayed in the docker, and the description is used as the tooltip.

A module can be opened for inspection or editing by double-clicking on the module.

The modules can be grouped by storing them in different directories. Where to search for them is configured using the Project Settings Dialog.

Default values for new projects can be defined using the configuration dialog, see Configuring Plan.

Resources Docker

The Resources Docker offers a simple way to allocate resources to tasks by selecting the resources you need and dragging them onto the Allocation column.

A resource can also be dropped on the Responsible column.

Allocations Docker

The Allocations Docker displays the current resource allocation for the selected task.

Configuration

Using the context menu, the view can be configured to show / hide the Project, split / unsplit the tree view or it can be configured using the configure dialog.

The configure dialog enables you to tailor the amount of information the view displays to fit your needs.