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Editing task in progress

See how to enter the data of a task during its execution:

1.In the list of pending records on the main screen, locate and select the desired task in execution.

2.After that, click on the arrow located next to the button and select the Task data option.

3.At this point, the task data screen will be displayed. Notice that most of the fields on the screen will be filled with the data entered in the inclusion of the task, and some will be available for editing by the executor:

4.The Timesheet section is only available if the "Allow enter time" option is checked in the task type and if the SE Time Control component is part of the solutions acquired by your organization. Through this section, it is possible to enter the employed time in the execution of the task. Refer to the specific SE Time Control for more details on timesheets.

5.If the task being executed belongs to a project with automation with SE APQP, in the General data section, the system will display the APQP/PPAP task field. This field will be filled by the system with the APQP form associated with the task during its inclusion through the SE GanttChart. Click on the button located next to the field to access the APQP data and close the form in question. Refer to the SE APQP/PPAP component specific documentation for a detailed description of the screen that will be displayed.

6.The General data Attribute Execution section will only be displayed in the navigation panel, if on the Attribute tab of the task type data screen, an attribute is associated. In that case, enter the values of the displayed attributes. Required attributes must, necessarily, have their values filled in. Filling an attribute varies according to the configurations set when creating it.

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 the responsible parties for approving the task execution.

8.The Checklist Execution screen will only be displayed in the Configurations Checklist section of the data screen that was associated with a checklist. In it, the system will display a list of questions that will assist the responsible party in executing the task properly. In order to answer the checklist questions, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.

9.In the Comment section, it is possible to add comments related to the task being executed. 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.

10. Use the Documentation section to add the documentation that will complement the task execution 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 successfully finish the execution of the task. 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: This section will display the file forms added to the task. Use the buttons of the upper level list of records of this section, to load the electronic file and perform the required editing, enter the execution of the file form verification and view the data of the selected file form. If file forms are not associated with the task, this section should not be considered. It is important to point out that, in order to successfully start the execution of a task, the file form must be duly verified.

▪Form: This section will display the forms (SE Form) associated with the task. The forms may be enabled for filling or viewing only, according to the configurations set when associating it with the task. If the form has fields with completion configured as required, it will be mandatory to fill out the fields of this form in order to successfully finish the task execution.

11.The Delivery section displays the deliveries associated with the task. Perform the necessary changes in the following fields of the respective deliveries:

12.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.

13.The Allocation section displays the following options:

▪Resource: Through this option, it is possible to view the resources that have been allocated to the task. At the bottom of the section is displayed the planned, rescheduled and performed Total time. The Function point analysis (FPA) is also displayed. In the Actual field, enter the number that corresponds to the FPA that will be used to evaluate/measure the task in question.

▪Actual time: This section will be filled with the data of the time entered in the task. At the bottom of the section, it is displayed the Total time entered of straight, overtime and total time.

14. In the Finance section, it is possible to manage the finances of the task. To do that, the following subsections are available:

▪Cost: Through this section, it is possible to manage the costs that refer to the task in question. If costs have been entered in the project planning or during the addition of the task, they will be displayed in this section. It will be possible to add new costs, delete unwanted costs and access the data of previously added costs and, in the Actual field of the details panel, enter the quantity and the actual value of the cost in question. It is also possible to terminate the costs that have already been paid. To do that, simply enable the "Paid" option in the cost card. This operation may also be performed through the Cost payments task or through the Execution Financial entry menu. For a detailed description of the options displayed in this section, refer to the Finance Cost section.

▪Revenue: Through this section, it is possible to manage the revenues expected to be received from the task. If revenues have been entered in the project planning or during the addition of the task, they will be displayed in this section. It will be possible to add new revenues, delete unwanted revenues and access the data of previously added revenues and, in the Actual field of the details panel, enter the quantity and the actual value of the revenue in question. It is also possible to terminate the revenues that have already been received. To do that, simply enable the "Received" option of the desired revenue. This operation may also be performed through the Revenue collections task or through the Execution Financial entry menu. For a detailed description of the options displayed in this section, refer to the Finance Revenue section.

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

15.In the Communication section, the following sections are available:

▪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.

16. In the Result section, the information regarding the delivery of the tasks should be recorded. Completing the fields in this section is mandatory if in the task type, the "Make the filling of the result fields when closing mandatory" option is selected. The system makes available the following fields:

▪Lessons learned: Enter the knowledge acquired during the execution of the project, with the objective of improving future performance.

▪Objective achieved: Enter what was achieved with the execution of the project.

▪Benefit achieved: Enter the gain obtained with the execution of the project.

▪Reason for delay: If existent, enter the fact that led to the delay in the execution of the project. Completion of this field is required if in the Optional Deviation tab of the task type data screen is checked the Filling out to explain reason for delay is obligatory option.

17.Through the Link section, it is possible to track the dependency links established for the tasks. In the respective sections, it is possible to view the predecessor and successor tasks of the task that is being performed.

18.If the project to which the task belongs has the automation with SE Audit configured, the sections described as follows will be displayed. Note that they will be filled out according to the configurations performed during their inclusion in SE GanttChart, but it is possible to edit them:

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.

Audit scope: In this section, the focus of the audit created from the project is defined, and the details regarding the extent of the audit work are parameterized.

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.

Working paper: In this section, it is possible to evaluate the audit items.

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.

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

20.In the Configurations section, it is possible to view the configurations carried out in the task through SE GanttChart.

21. After filling in all the necessary fields, save the record. See, in the Executing a task section, how to finish the task execution.