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tracker:tasks [2010/08/01 15:37]
tracker:tasks [2012/09/29 14:26] (current)
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 +====== ProjectTRACKER Help - Tasks ======
 +The ProjectTRACKER functionality is based on [[tracker:programs|Programs]], which consists of **Tasks**. A task might be broken down into smaller [[programs#program_activities|Activities]], e.g. into SW -Definition, -Implementation and -Testing. A typical task page looks like:
 +
 +{{:tracker:tracker-tasks.png?750}}
 +
 +//**Note:**// Only users with admin, team admin or project leader access rights can see and use this functionality!
 +
 +===== Search Task =====
 +
 +^ Task | Task name filter. |
 +^ Program | Program name filter. |
 +^ Task ID | Task ID filter. |
 +^ Task Group | Task group filter. |
 +^ Task Prio |Task prio filter. Prio must be given in format: 1,2,3 ... |
 +^ Task Owner | Task Owner filter. |
 +^ Task Status | Task Status filter. |
 +^ Show Inactive | When set also all inactive, and normally hidden tasks are shown. |
 +^ {{:tracker:excel3.jpg}} | Export to MS Excel sheet. |
 +^ {{:tracker:print-pdf.png|}} | Opens the [[tracker:reports|Reports]] page showing all reports including //5// in the report view. |
 +
 +===== Tasks Inline Report =====
 +
 +The tasks inline report with the name //_Tasks Page Report// is shown right to the **Search Task** form when defined by a user with "Report" rights.
 +
 +
 +===== Tasks Input Grid =====
 +
 +^ ID((Clicking on the headline will also sort the column)) | Internal task ID. A tool tip with the task description is shown when moving the mouse cursor over the ID field. Clicking on the task ID will select only this task. |
 +^ {{:tracker:trend-down2.png}}{{:tracker:trend-stable2.png}}{{:tracker:trend-up2.png}} | Trend of the last change to task **Effort**. Clicking on the icon will open the [[tracker:pm#task_history_trending|Task History / Trending]]. |
 +^ Group((Clicking on the headline will also sort the column)) | Group name of the task. See [[naming#group_format|Group Format]]. |
 +^ Prio((Clicking on the headline will also sort the column)) | Prio of the task. |
 +^ Program((Clicking on the headline will also sort the column)) | Name of the program associated to the task. //**Note:**// The program name will be only shown in case no default program is selected.  |
 +^ Task Name((Clicking on the headline will also sort the column)) | Name of the task. |
 +^ {{tracker:notes.png}}{{tracker:notese.png}} | Clicking on the note icon will open the **Task Description** page. A blue icon indicates that there is a description available. A tool tip with the content of the description is shown as soon the mouse cursor will be moved over this field.|
 +^ Record Owner((Clicking on the headline will also sort the column))((Only for system administrator)) | Owner of the task record. |
 +^ Start Date((Clicking on the headline will also sort the column)) | Start date of the task. The lowest value of all tasks will be stored in the start date of the associated [[tracker:programs|Programs]]. |
 +^ End Date((Clicking on the headline will also sort the column)) | End date of the task. The highest value of all tasks will be stored in the start date of the associated [[tracker:programs|Programs]]. |
 +^ T-Box((Clicking on the headline will also sort the column)) | When set, task is time-boxed means time recording is possible only in between the start / end date range of the task. |
 +^ Effort(PD)((Clicking on the headline will also sort the column)) | Planned effort for this task - see also [[tracker:estimates|Estimates]]. |
 +^ Task Owner((Clicking on the headline will also sort the column)) | Task owner - if defined, users with “Own Task” right can change the task content, even when not the record owner or in the group of the record owner. |
 +^ Task Status((Clicking on the headline will also sort the column)) | Task status((Configurable by the ProjectTRACKER PHP administrator)). //**Note:**// For Summary Tasks the task status shows the lowest status of all tasks belonging to the summary group. |
 +^ Task Mapping((Clicking on the headline will also sort the column)) | Mapping task link – this might be used for dual reports on e.g. finance relevant associated tasks. |
 +^ Effort Alloc. | Shows the allocated [[tracker:plan|Plan]] effort. Clicking on the link will call directly the [[tracker:plan|Plan]] page for this task. Moving the mouse cursor over this field will show the resource allocation in a tool tip. |
 +^ {{:tracker:alloc2.png}} | Clicking on the icon will call directly the [[tracker:plan|Plan]] **Allocate team members** page, where you can quickly allocate resources, or check the resource allocation of the selected task. //**Note:**// You can only allocate resources but not delete any allocations! If you need to delete allocations go to the [[tracker:plan|Plan]] page.  |
 +^ %Alloc. | Shows the [[tracker:plan|Plan]] effort percentage allocation in relation to the **Effort**. |
 +^ Effort Done | Shows the effort done from [[tracker:efforts|Efforts]]. |
 +^ Effort Rem. | Shows the remaining effort from [[tracker:efforts|Efforts]]. In case the task is done (remaining effort is 0) the **Effort Rem.** is shown in green color. |
 +^ Total Estim. | Shows the sum of effort done and remaining effort from [[tracker:efforts|Efforts]]. |
 +^ %Total Estim. | Shows the percentage of the sum of effort done and remaining effort from [[tracker:efforts|Efforts]] in relation to the **Effort**.|
 +^ Active((Clicking on the headline will also sort the column)) | Set task to active / inactive. An inactive task is not visible in other ProjectTRACKER pages, e.g. task selection lists. Inactive tasks are also excluded from all effort calculations. |
 +^ Copy | Users with "Create" rights can copy or insert tasks depending on the **Task Copy Options**. |
 +^ D/W | Delete / Write indication. In case a check box **□** is available you can delete the task. When you move the mouse cursor over the field a tool tip shows the owner and creation date of this record. |
 +^ {{:tracker:ronly2.png}} | Indicates the record is write protected. To still write to your own records choose another filter criteria to reduce the list to entries you are allowed to write. |
 +
 +//**Notes:**//
 +  * Clicking on the **□** checkbox will set or reset the values in all lines. To overtake the settings you have to press the **Update** button!
 +  * You need "Plan" access rights to use and access the [[tracker:plan|Plan]] **Allocate team members** page!
 +
 +===== Tasks Copy Options =====
 +
 +^ Copy Tasks | Copy task. |
 +^ Copy Tasks+Alloc. | Copy selected task and task allocations. |
 +^ Copy Tasks+Alloc.+Year | Copy selected task and task allocations. Task allocations will be moved to the current year setting. //**Note:**// The copy function exactly copies all fields of task. You have to modify the task dates and dependencies manually! |
 +^ //Task Templates// | List of task templates, which can be inserted below the current selected **Copy** task group level. Details see [[tracker:pm#task_templates|Task Templates]]. |
 +
 +//**Note:**// Only the **Plan** allocation values will be copied not the **Curr.** values.
 +
 +===== Tasks Input Buttons =====
 +
 +^Update | Store task entries. |
 +^Cancel | Reload page //**without**// storing. |
 +
 +===== Task Description =====
 +
 +Clicking on the {{:tracker:notes.png}} icon will open the task description editor. As editor the [[http://ckeditor.com|FCK Editor]] is used. Press the help icon to get infos on how to use the FCK editor.
 +
 +{{:tracker:tracker-tasks-descr.png?650}}
 +
 +==== Task Description Input ====
 +
 +^Task Owner| Task owner - if defined, users with “Own Task” right can change the task content, even when not the record owner or in the group of the record owner. |
 +^Grooming Status| Grooming status. |
 +^Task Status| Task status. |
 +^Default Activities| This field shows “auto” activities assigned in the task description (see also [[tracker:pm#default_activities_via_task_description|Default Activities]]). //**Note:**// In case activities do not match activities belonging to the program or task activity group of this task, or the sum of activities is not 100% a warning in red is given. |
 +^Effort Best Case((Not visible in case of a summary task))| Best case effort estimation see "Software Estimation"((Ref Software Estimation)) page 106ff. |
 +^Effort Planned((Not visible in case of a summary task))| Most likely effort estimation see "Software Estimation"((Ref Software Estimation)) page 108ff. |
 +^Effort Worst Case((Not visible in case of a summary task))| Worst case effort estimation see "Software Estimation"((Ref Software Estimation)) page 106ff. |
 +^Expec. Case((Not visible in case of a summary task))| Is calculated according to //Expected Case// := (**Effort Best Case** + 4.0 * **Effort Planned** + **Effort Worst Case**) / 6.0 see "Software Estimation"((Ref Software Estimation)) page 109. |
 +
 +The values beside the **Effort Best Case**, **Effort Planned** and **Effort Worst Case** fields are extracted from the task description and can be copied to the effort fields via the **Copy** button. The **Effort Deviation**((Not visible in case of a summary task)) field is also extracted from the task description. The deviation value can be used in the [[tracker:efforts#remaining_effort_in_combination_with_task_description|Efforts]] page to correct the remaining efforts input. For details see [[tracker:pm#detailed_planning_via_task_description_free_text_input|Task Description Free Text Input]].
 +
 +//**Notes:**//
 +
 +  * In case the **Effort Planned** is out of the range of **Effort Best Case** or **Effort Worst Case** a warning is given in the **Expec. Case** field.
 +  * The extracted **Effort Best Case**, **Effort Planned** and **Effort Worst Case** values are green in case they are identical to the saved effort values - otherwise they are red.
 +
 +==== Task Description Input Buttons ====
 +
 +^ Update | Store description and efforts. |
 +^ Copy | Copy the efforts described in the text to the task effort fields. //**Note:**// Newly entered free text must be first saved via the **Update** button. The **Copy** button is only visible in case the task is not a summary task and task efforts are defined in the text! |
 +^ Close | Close description editor //**without**// saving. |
 +
 +===== References =====
 +
 +((Ref Software Estimation))**Software Estimation - Demystifying the Black Art**, Steve McConnell, Microsoft Press 2006
 
 
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