Creating Tasks for a Project in Primavera Cloud

To create tasks for a project in Primavera Cloud :

1. Sign in to Primavera Cloud as a global administrator or an application administrator with permissions to use the Tasks application.
2. Select a workspace for the project:
   1. In the object selector, select Workspaces.
   2. In the search bar, search and select the workspace for the project.
3. Add a project in the selected workspace as follows:
   1. On the Workspace Home page, select + Add..., and then select Project....
   2. In the Projects wizard, complete the following steps:
      1. In the Project Details step, complete the minimal required fields for your project, and then select Finish.
      2. On the Project Home page, select View Summary & Settings....
      3. Enter the Project Planned Finish date for the project and select Save.
4. Add an activity to the selected project as follows:
   1. In the sidebar, select the Schedule app, and then select Activities.
   2. Select + Add activity.
   3. In the new row, in the Name and ID columns, enter a name and ID for the activity.
   4. Save your changes:
      • In Primavera Cloud, select Save.
      • This page is saved automatically in Primavera Professional.
5. Add one or more tasks to an activity as follows:
   1. In the table, select the activity, and then select the Tasks detail window.
   2. In the Tasks detail window, select Add....
   3. In the new row, complete the following required fields:
      • Task Name: Enter a task name.
      • Company: Select a company.
   4. Save your changes:
      • In Primavera Cloud, select Save.
      • This page is saved automatically in Primavera Professional.

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Last Published Monday, November 8, 2021