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Planview Customer Success Center

Tasks: Out of the Box Fields

PPM Pro provides a set of fields for every entity - these fields are referred to as "standard" or "out-of-the-box" fields. You build your entities using a combination of standard and user-defined fields (UDFs). A subset of fields appear on your entity's Detail panel by default to help get you up and running quickly; a subset of those default fields are labeled "mandatory". You can remove any of the default fields except the mandatory ones - those must remain on the Details. See Designing the Details Page for more information. The complete list of standard and UDFs can be found on Admin/Setup/All Entities/Tasks/Available Fields, and definitions for all the standard fields are in the table below.

Note: The task work breakdown structure grid includes an Info column that is required; it appears by default and cannot be removed. This column is used to display informational system messages/icons, such as when there are scheduling conflicts or a unique calendar is being used. You can drag the column to the right to move it out of the way/make less conspicuous.

Default Task Fields

Basic Details



Other Details

Title (mandatory)

Status (mandatory)

Constraint Type (mandatory)

Task ID Duration (mandatory) Constraint Date (mandatory) Objective

Start Date (mandatory)

Predecessors (mandatory)  
Number Target Date (mandatory) Successors (mandatory)  
Project Complete Date (mandatory) Active? (mandatory)  
Priority Scheduled Hours Manually Scheduled? (mandatory)  
Category Actual Hours Milestone  
Type Hours to Complete Critical?  
Is Capitalized? % Complete Has Scheduling Conflicts  

Last Modified By



Last Modified Date      

Complete List of Out of the Box (Standard) Fields

Title Description
% Complete Value is derived according to the selected % Complete method. See the documentation for more information.
Act Billable Amt Every resource allocated to a project is listed on the project's Billing Rates page. By default the billing rate assigned is the rate set in the resource's record, however that rate can be changed on a per project basis by modifying the rate in the Billing Rates section. For all tasks with Billing Type of Time & Materials, the Act Billable Amt is the sum of all resources' Actual Hours on the task X the resource's rate on the project's Billing Rates page.
Active? Active tasks affect projects schedules, impact other tasks, and are available to log time against. Inactive tasks remain in the project, along with historical information, but are not available to log time against.
Actual Cost Actual cost = Actual Hours Cost + Actual Expense Cost
Actual Expense Cost Sum of all materials expenses for the task
Actual Hours The sum of all hours logged on timesheets for this task
Actual Hours Cost Total actual hours x internal resource rate
Approved By ID Representation of Task Approver
Associated Actuals Comma-delimited list of all actuals entries (in the Financials section of the project) that are associated with the task.
Associated Forecasts Comma-delimited list of all forecast entries (in the Financials section of the project) that are associated with the task.
Associated Requests Comma-delimited list of all requests that are associated with the task.
Base Calendar The calendar used by the task. By default, tasks use their project calendar.
Billing Type 0=NonBillable, 1=Time&Material, 2=NotToExceed, 3=FixedBid
Category The category of the task. Categories determine the fields that are available on a task.
Complete Date The actual date work on the task ended
Complete Date (variant of 502) The actual date work on the task ended
Constraint Date If you choose As Soon As Possible (ASAP) or As Late As Possible (ALAP), a Constraint Date is not required. These constraints are flexible. The tasks will be scheduled using dependencies and the Schedule From date. Use Constraint Date for semi-flexible or inflexible constraints, or perhaps consider manually scheduling the task.
Constraint Type Constraints control the task Start Date or Target Date. Constraints can be flexible, semi-flexible or inflexible depending on the type of constraint you choose. Flexible constraints work with dependencies to schedule the task to occur as soon or as late as possible. Some constraints give you the ability to specify that the task needs to start or finish before a chosen date. These dependencies still can affect the task schedule. Inflexible constraints take priority over dependencies restricting the task to start or finish on a specified date.
Cost Budget  
Cost Budget Health %  
Cost Budget Health Color  
Cost Budget Health Hint  
Cost Budget Health Icon  
Cost Estimated Health %  
Cost Estimated Health Color  
Cost Estimated Health Hint  
Cost Estimated Health Icon  
Create Date Date the task was created
Created By The user who created the task.
Critical? Indicates if this is a critical task. Critical tasks are active, incomplete tasks with zero or less slack.
Description Brief description of the task.
Duration The total span of working time required to finish a task. If you enter a Start Date and a Target Date, Duration is derived. If you enter a Duration and and Start Date, Target Date is derived. You can enter "week(s)", "day(s)", "hour(s)", or "minute(s)". Default is days.
Duration (Months) The total span of working time required to finish a task, expressed in months
Duration (Quarters)  
Duration (Weeks)  
Elapsed (Days)  
Elapsed (Months)  
Elapsed (Quarters)  
Elapsed (Weeks)  
Elapsed (Work Days)  
Estimated Cost  
Estimated Expense Cost Estimated Expense Cost
Estimated Hours Sum of projected hours across all scheduled roles necessary for completing the task.
Estimated Hours Cost Estimated Hours Cost
Estimated Revenue  
Finish Slack Finish Slack
Free Slack Free Slack
Has Scheduling Conflicts?  
Hours Budget  
Hours Budget Health %  
Hours Budget Health Color  
Hours Budget Health Hint  
Hours Budget Health Icon  
Hours Estimated Health %  
Hours Estimated Health Color  
Hours Estimated Health Hint  
Hours Estimated Health Icon  
Hours To Complete (variant of 524)  
Implied Status Implied Task Status
Implied Status (variant of 509) Implied Task Status
Is Capitalized? Set at the summary task level, indicates that the summary task and all its sub-tasks are capital costs. Capitalized tasks inform various fields on the rollups tab.
Is Leaf?  
Is Summary Task?  
Last Modified By Resource who last modified this task
Last Modified Date The date of the most recent change to any editable field on the Details panel. Does not include note additions/edits.
Latest Note Date The most recent date a note was added to this item
Legacy Request ID of the source request if this task was created as a result of a request
Manually Scheduled? Indicates if this task is manually scheduled. Manually scheduled tasks must always have their dates changed manually - they will never be updated automatically
Milestone A milestone task is represented by a black diamond on the Gantt chart (if Task is Open, If Closed, Display as grey diamond in Gantt chartIf Checked Display as black diamond in Gantt chart (if Task is Open, If Closed, Display as grey diamond in Gantt chart
My Hours To Comp  
Number Indicates the task's position in the hierarchy
Outline A derived value that displays both the phase or summary task number and position of the task in the hierarchy. Task outline ... level.number
Outline Level Task outline level
Outline Number Task outline number (within the level)
Overdue HTC Any HTC > 0 for tasks past their target date that are not closed.
Owner Can be any user on the team of the project.
Parent ID of task or project that is the parent of this task
Parent Entity Entity type ID of task or project that is the parent of this task (4=Project or 5=Task)
PP Activity ID  
PP Activity Status  
PP Closed Cards  
PP Open Cards  
PP Percent Closed  
Predecessors Task(s) that must be completed before this task can be started
Priority The priority or importance of the task
Project The project this task belongs to.
Relative Weight  
Rev Budget Health Color  
Rev Estimated Health Color  
Revenue Actual  
Revenue Budget  
Revenue Budget Health %  
Revenue Budget Health Hint  
Revenue Budget Health Icon  
Revenue Estimated Health %  
Revenue Estimated Health Hint  
Revenue Estimated Health Icon  
Schedule Health %  
Schedule Health Color  
Schedule Health Hint  
Schedule Health Icons  
Scheduled Cost Scheduled Cost
Scheduled Hours Total number of hours of all resources scheduled to a task
Scheduled Resources List of resources scheduled to this task
Show on Timeline Adds options to show task on the Task Timeline
Start Date The date work on the task begins
Start Date (variant of 518) The date work on the task begins
Start Slack Start Slack
Status Value describing the state of the task (open or closed)
Successors Task(s) that will start after this task completes
Summary Task The Summary Task
Target Date The date the task is expected to be finished.
Target Date (variant of 520) The date the task is expected to be finished.
Task Hours To Comp  
Task ID Unique system generated identification number for task
Title Title or name of the task
Total Slack Total Slack
Type The kind of task. The values are defined by your PPM Pro Administrator.
Work Effort Work effort lookup field - exact values are defined by your PPM Pro Administrator