Plan/Manual/Task Editor

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

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

Plan taskeditor.png


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

Plan taskeditor toolbar.png

Button Short cut Description
Add Task Ctrl+I Drop-down button 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.
Add Sub-task Ctrl+Shift+I Drop-down button to create a sub-task or -milestone. The new item is appended as a child to the currently selected item.
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 tasks with drag and drop.

Editing data

Data can be edited inline as described here or by using the task settings dialog.

The following columns are displayed as default:

Column Description
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 likly 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.


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.
Plan taskeditor config.png

Resource Editor

This page was last modified on 15 August 2011, at 12:46. Content is available under Creative Commons License SA 4.0 unless otherwise noted.