Managing tasks to be scheduled

DMF

2501** PROJECT SCHEDULE VIEW *

250101 PROJECT SCHEDULE VIEW VIEW

The Project portal enables you to access the list of tasks to be scheduled based on the selected view, timeline and criteria. The list of tasks to be scheduled can be accessed from the Project view, Employee view and Calendar menus.

A task to be scheduled is a task which duration to be scheduled (To be sched. field) is greater than 0. If the remaining time to be scheduled of a task is equal to 0, then that task is no longer displayed in the list of tasks to be scheduled.

The tasks to be scheduled help you quickly create new scheduled items by using the same information specified on a task.

Reference

For more information about creating a schedule from the list of tasks to be scheduled, refer to Creating a scheduled item.

The tasks to be scheduled are displayed in a pane on the right side of the screen, for the Project view, Employee view and Calendar menus. To display this pane, enable the Tasks to be scheduled option at the top of the screen.

The tasks available in this pane vary depend on the selected view, timeline and criteria:

  • The tasks are the ones in progress within the selected timeline.
  • From the Project view, the tasks that are available are tasks linked to projects displayed in the calendar as resources.
  • From the Employee view and from the Calendar menu, all tasks in progress are displayed, with no filter applied on projects.

Each task to be scheduled has a card that displays that task's label and the remaining time to be scheduled. For each task, a color border replicates the color code that helps differentiate between external, internal and leave projects. Click on a task to display more information.

You can sort the list of tasks to be scheduled, if necessary and search for one or several specific tasks.

Search for the task(s) of your choice by specifying the first three letters of the task(s) in the search field . The list automatically displays the relevant tasks.

In the drop-down list of the Sort by field, choose the type of sorting you want to apply. The tasks will then be sorted based on the sorting option that was applied. Click on to sort the tasks in ascending or alphabetical order, or click on to sort the tasks in descending or reversed alphabetical order. The sorting order is applied to the groupings.

Example

You select Customer in Sort by then sort the list in alphabetical order. The tasks are therefore grouped per linked customer, and the names of the customers are sorted in alphabetical order.

The tasks to be scheduled are created from the Desktop Application but can be modified from the Project's portal.

1 To modify a task:
  • From the tasks to be scheduled pane, click on a task to display more information about it, then click on .
  • From the form of a scheduled item created from a task, click on at the top right of the Task section.
2 In the window, make all necessary modification among the following fields:
Field Description
Label The label of the task to be scheduled.
Comment

This field is available only if the PLG_ENTETE_FICHE management rule is enabled with the Display task comment option is set to Yes (see Customizing the information displayed in a schedule block)

Comment associated with the task.

It is displayed as a tooltip when hovering over the task in the list of the Tasks to be scheduled.
Total duration

The total duration of the task. This duration refers to the number of days to be scheduled in order to complete the relevant task. When the total duration is modified, the duration to be scheduled is automatically updated.

To facilitate workload monitoring, detailed information about the duration is displayed in a 3-column table:

  • Done - The total duration of completed scheduled items (Done field checked) linked to the task.
  • Scheduled - The total duration of all the scheduled items of the task.
  • To be sched. - The number of days to be scheduled after deducting scheduled and done days from the total duration. The excess is taken into account if indicated.

If the total duration is equal to 0, the workload monitoring table is not displayed.

Note

When the PLG_HORODATE management rule is enabled, these fields are displayed in hours-hundredths.
Excess

The number of days exceeded when performing the task.

This field is only displayed if an excess is indicated, and is included in the To be sched. field.
Remaining tasks

Remaining work on the task. This duration is manually specified and represents the number of remaining days to complete the relevant task.

When this remaining work is specified, the monitoring table is hidden. However, if there is no remaining duration specified, the field will not be displayed in the scheduled task detail and it is the monitoring table that will be displayed.
Start The start date of the task.
Due date The estimated date at which the task will be completed.
Employee

Employee linked to the task.

Specify at least three letters of the code or name of an employee to display the list of relevant employees, then select the employee of your choice.

Note

The employee list contains the name of all the employees allocated to the same company as the project linked to the scheduled item, as well as multi-company employees. This list also takes into account all the restrictions applied both on the project and the task.

Note

The customer and the assignment associated with the task are displayed in the Project section and cannot be modified from the task. However, you can modify the assignment from the scheduled item created from a task.

3 Click on Save to take the modifications into account.