Revision as of 10:20, 1 November 2019

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:

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 Task	Ctrl+Alt+I
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.
Add Sub-task	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 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 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 Plan Configuration Dialog.

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.

@@ Line 80: / Line 80: @@
 |-
 | Optimistic Ratio
-| Optimistic estimate expressed as a negative percentage of the most likly estimate. (E.g. -20%).
+| 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.
 |-
@@ Line 119: / Line 119: @@
 =Task Modules Docker=
-Task Modules are groups of tasks that can be reused accross projects.
+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.
@@ Line 126: / Line 126: @@
 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.
+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.
+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 [[Special:myLanguage/Plan/Manual/Project Settings Dialog|Project Settings Dialog]].