Project Tasks

Time and expenses can be charged at either the project or task level in Unanet.  User assignments can also be associated at either the project or task level.  Like projects, tasks can have their own effective dates, budgets, etc.  The use of tasks is optional on a project by project basis.

The Tasks menu has a number of sub-menu options used to manage task information for a particular project.  The Task menu is accessible via the Project Profile left menu as well as the task icon on the Project List.

Note that even though Unanet supports a task hierarchy, all tasks are essentially independent of one another, that is, there is no rollup of budget information or date constraints between parent and children tasks.

Topics covered on this help page include:


Example Task List screen:

When you click on Tasks in the menu, the task list is displayed.  From this screen, you can add, edit, move, copy and delete tasks.

Note that you can edit all or delete all tasks using the () or () icons.

Field Descriptions (click on a link below for additional information)

 

 

Note: the unanet.task.sort.order.by_sequence can be used to influence the sort order of tasks on various drop down lists and reports throughout Unanet.

When editing tasks, you will notices several additional fields are available that are not included in the task list.

Additional Fields (click on a link below for additional information)

 

 

 

Note: The Task entity has 10 user defined fields that can be activated if additional fields are required.  The screen shot above includes several task user defined fields.


Task Import

The task import feature provides the project manager with the ability to load a list of tasks into Unanet.  The file must be in the current Task Import csv layout.  Supply the name of the file to be imported and click on the import button.

Warning and error messages are written to the screen.  See the Task Import help page for more information about importing tasks.


Task Export

The task export feature provides the project manager with the ability to save a csv formatted file containing information about all tasks on the current project.  The layout of this output file will match the current Task Import layout.

This feature may be useful if you would like to manipulate the task work breakdown structure via an excel spreadsheet for example, or possibly create a similar task list for another project from this project's list of tasks.  In these scenarios, the project manager could export the task list, make any desired changes via a spreadsheet and then import the modified file using the Task Import feature (described above).


Copy Tasks (from another project)

If you are setting up a new project, and would like to copy a task work breakdown structure from another project, use the copy task feature.  This may be particularly useful if you have a standard project / task template that you use for many projects.

Use the filter to select the Project that you want to copy tasks from and then click on the copy button. All the tasks from that project will be appended to your current project's task list (that is -- if any tasks already exist, they will remain and the set of new tasks will be appended to the end).

The only data that is copied is the Task Name and hierarchical relationship.  No other task fields (e.g. dates, budgets, etc.) are copied to the new project.  All copied tasks will have a status of "Open".


MS Project

Check out the MS Project help for more information about this feature.

Related Topics