Skip to main content
Planview Customer Success Center

Task

Task Fields

Description

Basic Information

Task #

An automatically set number that sequences tasks based on their position in the task hierarchy

Outline

An automatically set value that displays both the phase or summary task number and position of the task in the hierarchy.

Health

If you have a health profile assigned to the project to which the task belongs, this field displays a health icon. See About Health Profiles for more information.

Task ID

Unique system generated identification number

Title

The title of the Task

Owner: Last, First

The person managing the Project. This person automatically has full rights to the Project

Project

The Project under which the task falls

Summary Task

The Summary Task under which the task falls

Parent

The parent item under which the task falls

Type

The kind of Task. The task types are defined by your system Administrator in Admin

Billing Type

Can only be set at the Summary Task level; all child tasks inherit value. Whether or not the task is billable or not. Non-Billable, Time and Materials, Fixed Bid and Not to Exceed

Work Effort

Can only be set at the Summary Task level; it provides a way to group tasks and report on them. The Work Effort field contains a set of values defined by your organization, typically corresponding to phases. When you assign a Work Effort value to a Summary Task, children of the Summary Task inherit the value. Then, for example, when users track time to the tasks, the hours are categorized by their respective Work Effort value.

Priority

The priority or importance of the task

Sequence

The order in which the task should be addressed relative to other tasks

Is Capitalized?

Can only be set at the Summary Task level; all child tasks inherit the value.

Created By

The user who created the task

Last Modified Date

The date of the most recent change to any editable field on the Basic Info screen. Does not include note additions or edits

Dates

Duration

Duration is the total span of working time required to finish a task.  Enter the number of working days, weeks, hours or minutes a task will take to complete. Tasks with a duration of 0 will be automatically set to Milestones.

Start Date

The date and time the Task begins

Target Date

The date and time you expect the Task to end

Complete Date

The actual date and time the Task completed

Scheduling

Constraint Type

The Constraint Type on a task can control the Start or Target Date of a task.  

Constraint Date

The Constraint Date on a task can be specified to influence the Start or Target Date of a task depending on the Constraint Type

Manually Scheduled?

Changing a task scheduling mode will determine whether the task Start and Target Dates are calculated using constraints and dependencies.  

Milestone

Indicates the task marks a major event in a project and is used to monitor the project's progress.  You can mark any other task of any duration as a milestone. Milestone tasks appear as diamonds on the task Gantt chart.

Active?

Indicates whether the task is an active or inactive task.

Critical?

Indicates whether the task is critical. Typically, if a critical task goes on longer than expected, project dates will slip.

Total Slack

The difference between the early finish for a task and late finish date.

Has Scheduling Conflicts?

A scheduling conflict occurs when a task dependency cannot be met. For example, a task with a Must Start On constraint might be dependent on a task that ends after the Must Start on date. See Schedule Conflicts for more information.

Base Calendar

The current calendar. By default the task uses the project's calendar. If you change the calendar, the task calendar take precedence for scheduling over the project calendar. See Task calendars for more information.

Progress

Status

Status is used to track the open or closed standing of the task

Approved By

The user who approved the task

Actual Hours

The sum of all hours logged on timesheets for the task

Task Hrs to Complete

The sum of all Hours to Complete for the task

% Complete

A calculated value based on Actual hours and Hours to Complete for the task

Budgets

Hrs Budget

The budgeted hours for the Task

Cost Budget

The budgeted cost for the Task

Revenue Budget

The budgeted revenue for the Task

Estimates

Est Hrs

The estimated hours for the Task

Est Cost

The estimated time and expense costs for the Task

Est Revenue

The estimated time, expense and fixed bid revenue for the Task

Description

 

Detailed description of the task (4000 characters)

Objective

 

Detailed of the objectives for completion of your task (4000 characters)

Notes

 

Threaded note discussion area for the task

Associated Tasks

 

All tasks that have been manually associated to the task

Associated Issues

 

All issues that have been manually associated to the task