Skip to main content
Planview Customer Success Center

How to create a non-project task?

How to create non-project task such as 'bereavement' or 'jury duty', PTO?


As Administrator click on Configure Changepoint icon (gear) Image

1.    Click Time and Expenses > Non-Project Time.
2.      In the Folders view, do one of the following:
•    Select System.
•    Select the global workgroup or workgroup that contains the non-project time item.
3.      Right-click in the table, and then select Insert.
4.      Complete the fields as required.
5.      Click Save.