User Guide

To view project task details:
1. Select Calendar.
2. Select Projects to view the list of projects.
3. Select a project in the table.
4. Select the Project Properties pane.
5. Click Tasks to view the task details and links back to the asset and the floor.
Tabs Field
Details
Name.
Project Description.
Due Date.
Tasks
Task Description.
Details - Click on the task to see details with links back to the asset and the floor.
A list of the tasks for the selected project along with the task dependents that may cause conflicts. You
can also add task notes and commit tasks in this pane.
Date Committed.
Tags Add/Delete Tags.
Status
Status - If the project is in conflict, a list of the conflicts displays.
Revalidate - If a project conflict is resolved, the task must be validated.
.pdf icon
Click to export the Project details to a .pdf file. The .pdf file shows the following information:
Project Name
Active or inactive
Project Properties
Tags, Tasks -Task Details
Committed Commands - Date Committed
Status - Soft or Hard Conflicts.
Table 13.2: Project Task Details
To add task notes:
1. Open the appropriate project, Project Properties and click Tasks.
2. Enable the checkbox next to the task where you want to add a note. If the note applies to more than one
task, enable each checkbox to receive the note.
3. Enter the note and click Save.
To view dependent tasks:
1. Open the appropriate project with dependents.
2. Select Project Properties and select the Tasks tab by checking the corresponding check box.
3. Click View Dependents.
4. The dependent task dialog box opens with a list of the tasks dependent on the selected task.
Chapter 13: Planning 129