WBS Tasks List Window

Columns	Description
Name	Name of the task. Critical tasks (those that cannot be delayed without affecting the project finish date) are identified in red.
WBS	The task's order in the hierarchy. Integers represent top level tasks. Second level tasks have one decimal, third level tasks have two decimals, and so on.
Type	For a project, the type is Project Space. The type for a top level node can also be Project Concept or Project Template. You could also see Task, Phase, Gate, or Milestone as the type. The type is Task for all tasks and subtasks. Your system may be set up with additional task types.
Status	The status flags indicate whether the project or task is behind schedule. The exact number of days for a status to be yellow or red is configurable and may be different for your system.
Project Status:
No flag	The project is not complete but there are more than 5 days remaining before the estimated finish date.
Green	The project is complete.
Yellow	The project is not complete and there are less than 5 days remaining before the estimated/baseline finish date.
Red	The project is not complete and the current date is after the project's estimated/baseline finish date (if there is no baseline, the estimated finish date is used).
Task Status:
No flag	The task is not complete but the current date is before the task's estimated/baseline finish date (if there is no baseline, the estimated finish date is used).
Green	The task is in the Complete state and is 100% complete.
Yellow	The task is in any state but Complete and the status does not qualify for a Red flag.
Red	The task is in a Create state and the system date is greater than the estimated End Date or Base Line End Date.
State	A task can be in one of the following states. Create - The task has just been created and an assignee specified. When a Project Lead is ready for work to begin on a WBS task, the Lead promotes it to Assign. Assign - The system notifies assignees. Active - The assignees have begun work on the task. The system automatically promotes a task to Active when the % Complete is changed from 0% to any percentage less than 100. Review - Project members are reviewing the task and its deliverables. When 100% is entered for % Complete, the system automatically promotes the task to Review. Typically, an assignee creates a route to have route members review the task. Complete - The task is complete. The system automatically promotes a task to Complete when an assignee or Project Lead enters an Actual Finish Date.
%	The percentage of work that has been done for the task, as estimated by the task assignee. Shown only in the WBS View.
Owner	The owner of the task or project. Shown only in the WBS View. When editing the owner, even if the current task owner does not belong to the selected project role of the task, the current task owner is selected as the owner by default. If the task does not have a specific project role, all the members of that project will be displayed in the owner chooser.
Estimated:
Duration / Start Date / End Date	The date the task should be started and should end by. The duration is the number of days (d) or hours (h) between the start and end dates.
Actual:
Duration / Start Date / End Date	The actual start date is the date the task was promoted to Active. When a task's % Complete value is set to anything above 0%, the task is automatically promoted to Active.
Note: The task assignee or Project Lead should enter an Actual End Date for the task after it has been approved by reviewers. When an end date is entered, the system promotes the task to Complete. If the task is manually promoted to Complete, the system automatically enters the current date as the Actual End Date. Additionally, a route can be created to get approval from reviewers and then promote the task when the route is finished.
Id	An integer that represents the task for the purposes of identifying dependencies. Unlike the WBS number, the ID does not represent the task's level in the hierarchy. Because it's an integer, the ID is a more concise way to identify the tasks.
Dependency	Lists any dependencies defined for the task. Shows only in WBS View. The dependencies are abbreviated using this convention.
Task Requirement	Whether the task is Optional or Mandatory. Even optional tasks must be completed before the project can be promoted to Complete. Shows only in the WBS View.
Project Role	The project role that is assigned to the task. Shows only in WBS View.

You can use the drop-down from the tab toolbar to view the following options.

Actions	Description
All Tasks	Shows all WBS tasks, including tasks marked for deletion.
Members Task Assignments	Shows the tasks based on the person to which it is assigned. Subtasks are not shown in this view.
WBS Deleted Tasks	Shows all the tasks marked for deletion. Tasks that have been deleted do not show.
WBS Tasks	Shows all the tasks that have not been marked for deletion.

You can use the drop-down from the tab toolbar to change the WBS View.

Name	Description
WBS View	Shows estimated and actual WBS information for the selected filter.
Baseline View	In addition to estimated and actual WBS information, displays baseline information.

Contextual Menu

You can use the right-click option on product task name to perform the following tasks.

Actions	Description
Properties	To open the Properties page for the task in a new window.
Status	To open the Lifecycle page for the task.
Insert Task Above	To add a task on the same level as the selected task as a sibling task.
Insert Task Below	To add a child task to the selected task.
Insert Existing Project Above	To insert a Subproject above the selected task/project as a sibling.
Insert Existing Project Below	To add a child Subproject to the selected task/project.
Assign Selected	To assign members to the selected task.
Delete Selected	To delete the selected tasks. This option is only for tasks, not projects, and tasks must be in the Create state. These tasks cannot be viewed using the WBS Deleted Tasks filter. Task assignees cannot delete their top level task but can delete subtasks that they create. Not available in Baseline View.
Product Task Properties	To open the power view page of the seasonal plan.
Mark Complete	To promote the task to complete state.

Actions

You can use the tab Actions menu or toolbar to perform the following tasks.

Actions	Description
Add/Copy WBS	To add or to copy another WBS into the current project. Not available in Baseline View.
Gantt Chart	To open the Gantt chart view or the WBS. Not available in Baseline View.
Deliverables Report	To open an online report of WBS task deliverables. Not available in Baseline View.
Insert Task Above	To add a task on the same level as the selected task as a sibling task. Not available in Baseline View.
Add Subtask Below	To add a child task to the selected task. Not available in Baseline View.
Insert Existing Project Above	To insert a Subproject above the selected task/project as a sibling. Not available in Baseline View.
Add Existing Project Below	To add a child Subproject to the selected task/project. Not available in Baseline View.
Copy WBS to Selected Task	To copy an existing WBS to the selected task. You then select and import the WBS. Not available in Baseline View.
Assign by Project Role	To assign the work allocation for selected tasks based on project role. Not available in Baseline View.
Add/Remove Selected Dependency	To open the Dependencies page where you can define the dependencies (adding, removing, updating). Not available in Baseline View.
Assign Selected	To assign members to the selected task.
Mark as Deleted	To mark a task as deleted. These tasks can still be viewed using the WBS Deleted Tasks filter. This option removes the task from the WBS calculations, but lets members view the task. Not available in Baseline View.
Delete Selected	To delete the selected tasks, This option is only for tasks, not projects. and tasks must be in the Create state. These tasks cannot be viewed using the WBS Deleted Tasks filter. To delete a task from a WBS, you must be a Project Lead or owner or task owner. Task assignees cannot delete their top level task but can delete subtasks that they create. Not available in Baseline View.
Remove Project	To remove the selected project from the WBS. This option is for projects only, not tasks. A master project cannot be removed. Not available in Baseline View.
Create Baseline	To create a baseline for the project. Not available in WBS View.
Revise Baseline	To revise the baseline for the project. Not available in WBS View.
Baseline Log	To open the baseline log. Not available in WBS View.
Enable Edit	To edit the selected product task details. Notes: If you selected the type as Product Task, then Type option cannot edited. If you selected type as Task, Gate, Milestone, and Phase, then Product Task is not listed in Type drop-down list.
	To add the subtask below of the selected row.
	To add the subtask above of the selected row. Note: You cannot add type as Product Task using Add Subtask Below and Add Subtask Above options in WBS view.
	To delete selected task.