Modifying an Activity or Task

Contents

Selecting Columns to display

To ensure that the editable columns are displayed on the Roadmap page when modifying an activity, do the following:

1. Navigate to the Roadmap page. From the (Page Menu) View select Columns, or click the Select Columns button. The Select Columns to display pop-up appears.
2. Ensure that the columns you want to edit (Name, Resource, dates, etc.) are enabled for display. If it is not already selected, then select the columns you want displayed and click OK. The Roadmap page is refreshed with the selected columns. Based on your settings only certain columns may be editable.

Editing an Activity or Task

To modify an activity or task, do the following:

1. From the Project Roadmap page, select the activity you want to edit.
2. From the Actions menu choose Edit and select the tab you want to edit. See topic About Project Roadmaps and Tasks for more information on these tabs. You can also click on the row to put it in the edit mode. The fields you can modify are in pink.

   Note: You can edit only some columns from within the grid. Some of the columns you can edit are the task name, resources, dependencies, duration, start date, end date, planned effort and comments. You cannot edit the task name if the task name comes from the roadmap. You can change the name only if it is a task you have added.

3. Click on the Calendar icon to edit the start and end dates.

   Note: Various settings on the activity determine if all the start/end dates are editable.

   • If the activity you are editing is Effort based, then its start date is editable, but its end date is automatically determined by the Effort on the activity.
   • If the activity has a dependency on a previous activity, then some of its dates will come implicitly from the dependent activity and cannot be edited.
4. You can assign dependencies by typing the predecessor task number in the Predecessors column. The predecessor column is available only if the Activity Type underlying the activity you are editing has dependencies available. Note cross-project dependencies cannot be edited from within the grid, you have to use the Actions menu and select Edit > Dependencies.
5. To change resources, click on the button to view the resource pop-up list. This pop-up shows a list of resources already on the Project Team. From this pop-up you can add a new resource to this activity and also to the Project Team. To do this, select the Project Role you want the new resource to take on. Then the pull-down will show the list of resources in the system that can take on this project role. You can also do a type-ahead in the resource pull-down box. Enter the last name of the resource and a list of matching resources will be shown, click on selected resource and on the Assigned checkbox.

   You can also filter resources based on availability by clicking the Filter button. You can select multiple resources and also enter the plan availability. Click on the button to hold your changes in the resource pop-up while you are entering values on other fields. You must click the Save icon to save your changes.  

6. Once you have made all your changes, click the Save icon to save changes or Cancel to cancel out your changes.

   Note: You cannot add tasks to a completed roadmap. The completed dates for a task cannot be in the future; it should be after the start date of the task. User created tasks may be deleted but roadmap tasks can only be marked n/a.