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Task tracking

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Location: Management arrowrgray Task tracking

 

Prerequisites:

Planning/approval of the nonproject task finished

 

Optional:

Responsibility route

Document

Resource

Cost type

Revenue type

Customer (SE Customer)

Request

Occurrence (SE Action)

Process

Incident

Workflow

Action plan

 

Overview:

Task tracking allows monitoring the execution of nonproject tasks that are ready to be executed, in execution, in execution approval or verification, to control the deviations between the planned and the executed. Through this menu, the parties responsible for the tasks may enter the rescheduled dates and finances for the task, calculate the indicators, and track the information collected by the system service regarding the management of the earned value, among other information.

 

Specific buttons:

edit

Click on this button to edit the data in the nonproject task selected in the list of records. See further details about this operation in the Rescheduling a nonproject task section.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

status

Click on this button to edit the status of the task selected in the list of records. See further details about this operation in the Changing the status of a nonproject task section.

next

Click on this button to send the nonproject task selected in the list of records back to the planning step. Note that only tasks with the "Start" status may be sent back.

eva_calc

Click on this button to execute the EVM (Earned Value Management) calculation service for the task selected in the list of records, at the present moment, regardless of the configurations set in the general parameters or on the data screen of the nonproject task. This operation may also be performed through the "Calculate indicators" button on the EVM section of the nonproject task data screen.

3_quadrants

Click on this button to change the main screen layout to three quadrants. When selecting this option, the third quadrant will display the details about the task selected in the list of records in the second quadrant.

2_quadrants

Click on this button to change the main screen layout to two quadrants.

 

Use the "Search filters" to easily retrieve the desired records based on specific information. Use the View arrowrgrayy Project/Nonproject task arrowrgrayy Task menu to see the detailed description of the filters.

These operations may also be performed through the Task tracking task.