Managing Projects and Tasks

You can work with projects and tasks in the schedule.

This task shows you how to:

Manage Projects and Subprojects

For the project node, there is a line behind the milestone icons that extends from the start to the end of the project. The line is automatically calculated using the start and end dates of all milestones, tasks, and subprojects under the project.

In the tree pane or the scheduling pane, click or to expand or hide elements in a project or subproject.

Right-click a project or click for these options: Open (disabled for the root project), Edit, Copy Link (copies the project link to the clipboard), and Delete or Remove for a contributing project.

Note: Deleting a project only deletes the selected project and its tasks and milestones. Any child projects are not deleted.

Drag a project (P1) that has a parent and drop it on to a different project (P2).

Double-click a subproject to change its properties. See Projects.

Manage Tasks

Right-click a task or task bar, or click for these options: Edit, Assign to Self, Pin/Unpin, and Delete.

Double-click a task bar to see its properties and make constraints. See Tasks and Managing Constraints.

Blue indicates an on-time task with no compression. Compression takes into account the +/- margin on the task's duration.

Orange with one chevron indicates a compressed task, one having its planned duration in the lower range of the duration interval. For example, a task is compressed if it has an estimated duration of 10 days, +- 4 days, and a planned duration of 8 to 10 days.

Orange with 2 chevrons indicates a highly compressed task, one having its planned duration in the higher range of the duration interval. For example, a task is highly compressed if it has an estimated duration of 10 days, +- 4 days, and a planned duration of 6 to 8 days.

You can drag a WeDo task from SwYm or from global search to the schedule in Project Planning.

You can drag a Project Planning, standalone, WeDo, or Lean task from the task board in the Collaborative Tasks app.

If a task has one or more assignees, a profile picture of an assignee is displayed by the task name. If you hover over the profile picture, the full name of the user displays. If there is more than one assignee, the number of additional assignees are displayed next to the first assignee's image. If you hover over the "+X" string, full names of the additional assignees are displayed.

You can drag tasks between projects. For example:

  • Drag a task that has a parent and drop it on a different project.
  • Drag a task that has a parent and drop it in between sibling tasks of a different project.

Single-click a task to see a pop-up tooltip showing the description along with the planned start and end dates.

Create a Task in the Schedule

You can add a task with its basic information.

For an enterprise project only, first click the project or the task under which you want to create the task or subtask.

To add a task, click and choose Task.

Enter the task details:

Field Name Description
Title The task title.
Description A description of the task.
Assignees One or more people assigned to the task. The top of the list proposes all plan authors and leader members. You can extend assignments beyond plan members by clicking to search. Filter the search results using tags . You can also search for people from the global toolbar and then drag.

Click to select Properties or Remove.

To add another assignee, click inside the field. Type-ahead is available.

Duration The expected duration (work time) of the task with a margin, for example, 5 days +/- 1 day. You can choose between Days or Hours. Setting a margin allows the scheduler to compress or expand the task duration to deal with over-constraint situations.
Planned Start Select the start date for the task.
Planned End Select the end date for the task.
Note: You can add more task attributes when you open the task and view its properties. See Edit a Task.

Create and Show Schedule Highlights

Highlights are a way of filtering tasks that you have selected for special attention. Highlights display in the Schedule Highlights view that appears above the schedule and are available only for enterprise projects. You can select leaf tasks and subproject tasks.

To select a task as a highlight, right-click its task bar in the regular schedule and click Add to Schedule Highlights.

To color a task bar for a highlight task, right-click the task bar and click a color.

There are options to Reset item color and Remove the task from the Schedule Highlights view. Removing it as a highlight does not remove the task itself that displays in the schedule.

To see a task's start and end dates, click the task bar.

To turn on/off the Schedule Highlights view, click and then click Schedule Highlights.

Schedule Highlights also display in the Summary tab. For more information, see Summary.