Editing Basic Information for a Task

The basic information that can be edited for a WBS task is the name, description, and optional/mandatory status. Project Leads can edit this information for any task in the project's WBS. Task assignees can edit the information for their tasks.

Critical tasks (those which cannot be delayed without affecting the project finish date) are identified in red.

  1. To edit a task assigned to you, from the global toolbar click > Program > WBS Tasks and then click the Name of the task you want to work on.

    Or:

    If you are a Project Lead or owner for the project:

    1. From the global toolbar, click > Program > Projects.
    2. Click the Name of the project.
    3. From the Work Breakdown Structure page, click the Name of the task.

      Or:

      You can search for the task by clicking Search on the global toolbar.

      Or:

      If you are a Project Administrator and want to edit a task in a project template:

    4. From the global toolbar, click > Program > Project Templates.
    5. Click the Name of the project template.

  2. From the task's Categories menu, click Properties.

  3. From the Basic Information page, click Edit from the Actions menu or page toolbar.



  4. Edit the following as needed:

    Task Name. The name of the task.

    Policy. The npolicy governing the task.

    Brief Description. The brief description of the task.

    Constraint Type. The type of constraint for this task, which specifies when the task should be completed within the project.

    For non-summary tasks, values can be "As Late as Possible", "As Soon as Possible", "Start No Earlier Than", "Finish No Earlier Than", "Start No Later Than", "Finish No Later Than", "Must Finish On", or "Must Start On".

    For summary tasks, values depend upon whether the project schedule is from the start date or finish date.

    Constraint Date. Constraint Types other than "As Soon as Possible" or "As Late as Possible" have a constraint date.

    Task Requirement. Indicate whether this is an optional or mandatory task. The system's default behavior requires all tasks, even optional ones, to be completed before the project can be completed.

    Calendar. The calendar associated with the task. Click the chooser button to select a calendar.

    Project Role. The role responsible for completing this task.

    You cannot edit the task duration on this page. See Editing the WBS.

  5. Click Done.