Plan/Manual/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:

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.
	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.
	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 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.

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.

• Startup View
• Contents
• Resource Editor