Configuring task details

Depending on the (Planning, Tracking or Execution) menu through which SE GanttChart is opened, it will be possible to add the planned, rescheduled, or actual. values regarding: costs, revenues, lessons learned, associations, links with other components of the SE Suite, etc. This section will approach the data screen of the task details when the project status is PLANNING. Refer to the Executing a task section for a detailed description and other information that may be displayed when the task is executed.

3.At this point, the task data screen will open. The display of some sections/fields may vary if the logged-in user has any restriction configured in the Access

Folder tab, on the project type data screen.

4.In the General data section is displayed the task data entered during its creation, for view only.

5.The General data

Attributes

Planning section will only be displayed in the navigation panel, if on the Attribute tab of the task type data screen, an attribute is associated. The values of the planning attributes must be informed. Required attributes must, necessarily, have their values filled in. The method to fill an attribute varies according to the configurations set when creating it. The attributes of the remaining steps configured for the task (execution/verification) will only be available for completion when the task is in the step in question.

6.In the General data

Summary section, it is possible to view the description, explanation, objective, benefit, assumption and restriction of the task.

7.The Approval

Execution section will only be displayed if on the Approval type of the project tab has been checked the "Approval step?" option. In it, it is possible to view or define the responsible parties for approving the task execution. Completing the information in this section depends on the route type you have selected. If it is a "Fixed & unique" route, this section may not be edited. The following fields are available:

Responsibility route: Select the responsibility route for the approval of the task execution. If the route type defined in the configuration is "Fixed", it is only possible to define another route through this field, but it will not be possible to edit its members. Please note that only the approval responsibility routes are available for selection.

Approval type: This field is filled in by the system with the approval type (Incremental or Circular) defined at the time of the responsibility route creation selected previously, however, it is possible to edit it.

Cycle: This field is filled in by the system with a sequential number indicating the approval cycle that the task is going through. Each time the task execution is rejected and goes through approval again, the system assigns a number to it. Select the previous cycles to view the members of the responsibility route that performed the approval.

Wait for all members approval: This option will be checked/cleared by the system, according to the configuration made at the time of the responsibility route creation selected previously. If this option is checked, the approval will only be released after all route members execute their tasks.

If the route type defined in the project type is "Variable", the following buttons will be available on the side toolbar of the list of records:

	Click on this button to add a new approver. Refer to the Configuring a new responsibility route section to obtain a detailed description on how to perform this operation. Notice that by adding a new responsible party to a route associated with the task execution approval, this addition will not be replicated to the route record made by the Configuration Responsibility route menu.
	Click on this button to edit the data of the responsible for approval selected in the list of records.
	Click on this button to delete the responsible for approval selected in the list of records.

8.In the Comment section, it is possible to add comments related to the task being edited. To do that, on the screen that will be opened, enter the desired comment and click on Send. The added comments will be displayed in the timeline of the History section of the task.

9.Use the Documentation section to add the documentation that will complement the task information. For that, the following options are available:

▪Attachment: Add the attachments related to the task. Refer to the Adding attachments section for further details on how to add attachments.

▪Document: Add or associate the documents related to the task. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.

▪Requirement: This section displays the requirements added to the task. The requirements must be completed in order to finish the planning of the task successfully. Filling out the Attachment/Document columns of the list of records will vary according to the requirement type:

oAttachment: Use the buttons next to the field to: select an attachment already associated with the task to the requirement, add an attachment and associate it directly with the requirement, view the data screen of the selected attachment and clear the value from the field.

oDocument: Use the buttons next to this field to: select a document already associated with the task to the requirement, add a document from a file and associate it directly with the requirement, view the data screen of the selected document and clear the field.

▪File form: Track the forms that were associated with the task, through the File form option on the toolbar of SE GanttChart. For that reason, this section is displayed in two lists of records. In the upper list the forms are listed and through the side toolbar, it is possible to view the electronic file, perform verification and view the data of the selected form. In the lower list are displayed the tasks that the selected form in the upper list is associated with.

▪Form: In this section are displayed the forms that were associated with the type that classifies the task, as well, it is possible to associate new forms. In order for this feature to work correctly, it is necessary for the SE Request component to be part of the solutions acquired by your organization. Use the "Read-only" column in the list of records to define whether the form may be edited or will be available in read-only mode. On the side toolbar, the following buttons are available:

	Click on this button to add a new form and associate it with the task. At this point, the wizard that helps with this operation will be opened. Refer to the specific documentation of the SE Form component for a detailed description on how to add a new form.
	Click on this button to associate a form with the task. On the screen that opens, locate and select the desired form and save the selection. Use the SHIFT or CTRL key on the keyboard or the checkbox next to each form to select more than one record at a time.
	Click on this button to disassociate the form selected in the list of records from the task.
	Click on this button to view the fields of the form selected in the list of records.
	Click on this button to set the form selected in the list of records as the default form.
	Click on this button to move the order of the form selected in the list of records up.
	Click on this button to move the order of the form selected in the list of records down.

10.In the History section, the system displays a timeline with the main events that occurred in the task, up to present. Use the Comment option, located under each event, to add comments related to it. On the field that will be enabled, record the desired comment and press Enter on the keyboard. If desired, it is possible to notify a user on a determined event by mentioning them through "@user". The comment will be displayed on the timeline. The user who wrote the comment may edit it or delete it through the options that will be displayed.

▪Resource: Through this option, it is possible to allocate the resources required to perform the task. At the bottom of the section is displayed the planned, rescheduled and actual Total time. In the Planned field of the Function point analysis (FPA) section, enter the number that equals the FPA that will be used to evaluate/measure the task in question. Through the buttons on the toolbar at the top of this section, it is possible to allocate the desired resources, allocate resources through a calendar, replace resources allocated by other resources, and to delete the allocation of a resource to the task.

▪Actual time: The fields of this option will be filled in during the task execution, when the timesheet is performed in it.

12. In the Finance section, it is possible to add the costs and revenues related to the task and analyze them. To do that, the following subsections are available:

▪Cost: Through this section, it is possible to add the planned costs related to this task and manage other information regarding its costs. For a detailed description of this section, refer to the Finance

Cost section.

▪Revenue: Through this section, it is possible to add the revenues expected to be received from this task and manage other information regarding its revenues. For a detailed description of this section, refer to the Finance

Revenue section.

▪Total: In this section, the system presents the costs and revenues estimated for the task, in addition to its gross margin. For a detailed description of the options displayed in this section, refer to the Finance

Total - Task section.

▪Note that costs and revenues may be added in summary tasks, which eliminates the need to add them in lower level tasks.

▪While the project to which the task belongs is still in progress, it is possible to add the costs and revenues predicted for it through the Execution Financial entry menu, as long as the logged user has access to the project/task finances.

▪History: In this section, it is possible to view the task emails sent to those involved in the project which the task belongs. Click on the

button to view the details of the email selected in the list of records.

▪Meeting: In this section, it is possible to view all scheduled or recorded meetings related to the project to which the task belongs. Click on the

button to view the data of the task selected in the list of records. In order for this feature to function properly, it is necessary for the SE Meeting component to be part of the solutions acquired by your organization.

14.In the Link section, it is possible to view, through the respective sections, the predecessor and successor tasks of the task in question.

15.If the project to which the task belongs has the automation with SE Audit configured, the following sections will be displayed:

Audit scope: Use this section to associate the objects/requirements that will compose the audit created from the project. It will only be displayed if the "Audit risk and control plan" option is enabled in the "Scope" tab of the previously selected audit category.

Auditor: In this section, those responsible for the audit execution are defined.

Interviewee: In this section, the people in the business unit or the supplier to be interviewed in the audit must be associated.

Project data: Click on this option to view the data screen of the project to which the task belongs.

Audit result: Click on this option to view the result of the audit created from the project to which the task belongs.

▪The sections displayed may vary according to the status selected for the task in the "Audit status" in SE GanttChart.

▪Some sections will be filled out according to the configurations set in the project data; however, it is possible to edit them. Refer to the specific documentation of the SE Audit component for a detailed description on how to fill them out.

16.In the Associations section, it is possible to associate objects from other SE Suite components with the task. See further details in the Associations section.

17.In the Configurations section, it is possible to parameterize several configurations which will be applied to the task in question. See further details in the Configuration section.

18. After performing all necessary configurations and associations, save the record.