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While the task is under execution, it is still possible to reschedule some information on its data screen. To do that, first locate it and select it in the main screen list of records. After that, click on the  button on the toolbar.
At this point, the data screen will be opened. Note that most fields on the screen will be filled out with the data recorded in task planning and execution.
In this section, it is possible to edit the ID #, name, type, responsible parties, calendar, and the values of the unlocked attributes. In the Rescheduled section, it is possible to enter new dates for the start and end of the task.
If the dates have been changed, save the record to confirm the rescheduling of the task.
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The following sections will be available for editing:
The availability of some sections may vary according to the nonproject task status.
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If, in the Approval tab of the task type, the "Execution approval" option has been checked, the Execution section will be displayed. In it, it will be possible to view and manage those responsible for approving the task execution according to the configurations performed. Editing the information in this section depends on the route type selected in the task type. If it is a "Fixed & unique" route, this section may not be edited. The system makes available the following fields:
Field
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Responsibility route
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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.
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Approval type
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This field is filled out by the system with the approval type (Incremental or Circular) defined at the time of the creation of the previously selected responsibility route, however, it is possible to edit it.
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Cycle
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This field is filled in by the system with a sequential number indicating the approval cycle 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.
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Wait for all members approval
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This option will be checked/cleared by the system, according to the configurations made at the time of the creation of the responsibility route selected previously. If this option is checked, the approval will only be released after all route members execute their tasks.
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If the route type defined in the task type is "Variable", on the side toolbar of the list of records, the following buttons will be available:
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Click on this button to add a new responsible party to the approval. Refer to the Configuring a 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.
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Click on this button to edit the data of the responsible for approval selected in the list of records.
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Click on this button to delete the responsible for approval selected in the list of records.
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Those responsible defined in this section will receive the Task execution approval task after the nonproject task execution is finished.
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In this section, it is possible to add comments related to the task. 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.
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In this section, it is possible to view the attachments and documents, requirements and forms from SE Form already associated with the nonproject task, as well as include new documentation. To do that, the following sections are available:
Attachment
Add the attachments related to the task. Refer to the Add attachments section for more details on how to add attachments.
Document
Add or associate the documents related to the task. Refer to the Add documents section for more details on how to associate documents from SE Document.
Requirement
This section displays the requirements associated with 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.
Form
In this section, the forms (SE Form) associated with the task type will be displayed. Click on the button on the side toolbar to fill out the fields of the form selected from the list of records. If the form has fields with fill configured as required, it will be necessary to fill them in to successfully finish the task execution.
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In this 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 entered comment will be displayed in the timeline. The user who wrote the comment may edit it or delete it through the options that will be displayed.
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Option
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Resource
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Through this option it is possible to manage the resources allocated for the execution of the task. At the bottom of the section, the planned, rescheduled and actual Total time is displayed. In the Rescheduled field, of the Function point analysis (FPA) section, enter the rescheduled number that equals the FPA that will be used to evaluate/measure the task in question. Through the buttons in 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. See further details about the allocation and replacement of resources in the Resource section.
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Actual time
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The fields of this option will be filled out during the task execution when the timesheet is performed in it.
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In this section, it is possible to manage the finances of the task. To do that, the following subsections are available:
Field
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Cost
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Through this section, it is possible to manage the costs that refer to the task in question. If costs were informed in the planning or tracking of the task, they will be presented 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 Replanned and Actual field of the details panel, enter the quantity and the replanned/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.
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Revenue
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Through this section, it is possible to manage the revenues expected to be received from the task. If revenues were informed in the planning or tracking of the task, they will be presented 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 Rescheduled and Actual fields 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.
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Total
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In this section, the system presents the costs and revenues of the task, in addition to its gross margin. For a detailed description of the options displayed in this section, refer to the Finance Total section.
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In this section, it is possible to manage the users involved with the nonproject task. Through the L column, it is possible to view the level of access the stakeholders will have. If the security of the task is configured as restricted, it will be possible to edit the fields of the following columns:
▪Authorized?: Allows defining whether the stakeholder will have access to the task data. ▪Finances?: Allows defining whether the stakeholder will have access to the task finances. If the task security is configured as public, these columns will not be available for editing.
On the side toolbar, the following buttons are available:
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Click on this button to add a new stakeholder to the task. On the screen that will be displayed, check the option that corresponds to the stakeholder you wish to add (department, department + position, position, user or team). After that, locate and select the desired stakeholder and save your selection.
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Click on this button to edit the association of the stakeholder selected in the list of records with the task. This button will not be available if the selected stakeholder is an allocated user, a responsible user or a responsible team.
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Click on this button to disassociate the stakeholder selected in the list of records from the task. This button will not be available if the selected stakeholder is an allocated user, a responsible user or a responsible team.
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▪It will not be possible to uncheck the options of the "Authorized?" and "Finances?" columns for the Responsibility and Approver access levels. ▪The teams responsible for the nonproject task costs and revenues are also displayed in this section, with a "Responsible" access, given that they manage the finances. |
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History: Through this option is possible to view the task e-mails sent to the parties involved in the task. Click on the  button to view the details of the e-mail selected in the list of records.
Meeting: Through this option, it is possible to view all the meetings that are or already were scheduled, related to the nonproject tasks. Also, it is possible to schedule or create the minutes of new meetings regarding the task. For this feature to work correctly, it is necessary for SE Meeting to be part of the solutions acquired by your organization. On the side toolbar, the following buttons are available:
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Click on this button and select desired option:
▪Scheduling: Allows you to schedule a meeting for the task in question. ▪Minutes: Allows you to record a meeting that has already happened related to the task in question. |
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Click on this button to edit the data of the meeting selected in the list of records.
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Click on this button to view the data of the meeting selected in the list of records in "Read-only" mode.
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Refer to the specific documentation of the SE Meeting component for a detailed description on meeting scheduling, minutes and data editing.
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In the Customer/Supplier section, it is possible to view and associate the customers (SE Customer) and suppliers (SE Supplier) of the task. On the side toolbar, the following buttons are also available:
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Click on this button and select desired option:
▪Add customer: Allows associating a customer with the task. On the screen that will open, find and select the desired customer, then save the selection. ▪Add supplier: Allows associating a supplier with the task. On the screen that will open, find and select the desired supplier, then save the selection. |
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Click on this button to disassociate the customer or supplier selected in the list of records.
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Click on this button to view the data of the customer or supplier selected in the list of records.
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This section displays the information collected by the system service referring to the management of the earned value. In the Analysis date field, select the date on which you wish to view the EVM information of the nonproject task. These dates correspond to the dates on which the EVM calculation service was executed according to the configurations set in the general parameters or in the nonproject tasks data screen.
▪Use the "Calculate indicators" button so that the EVM calculation service runs at the current time, regardless of the service scheduling configurations. ▪Use the "Options" button in the chart areas to access the Chart configurator feature and configure how the chart will display or to restore the chart to the default setting. Refer to the Chart configuration section of the User guide document for more information on how to use this feature. |
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In this section, information regarding the delivery of the tasks should be entered. The system makes available the following fields:
Lessons learned: Enter the knowledge acquired during the execution of the task, 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 task.
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Through this section, it is possible to track the dependency links established for the tasks. For that, the following options are available:
▪Predecessor: Allows tracking all the tasks that have a predecessor link with the task in question, i.e., the tasks performed before and that are linked with the task. ▪Successor: Displays the tasks defined as successors of the task in question at the time of planning. Use the sidebar buttons to add or associate other successor tasks, delete the link from the tasks, and view the data from the selected task.
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In this section, it is possible to manage the associations with the nonproject task. To do that, the following subsections are available:
▪Incident: Through this subsection, it is possible to track the incidents related to the task. To do that, click on the side toolbar button to record a new incident or the  button to associate a previously recorded incident. In order for this feature to function properly, it is necessary for the SE Incident component to be part of the solutions acquired by your organization. Refer to the specific SE Incident component documentation for more details on recording incidents. ▪Indicator: Through this section, it is possible to view the indicators associated with the task in its planning as well as to associate new indicators to which the task is related. To do that, click on the side toolbar button of this section and on the screen that opens, locate and select the desired indicator. Save your selection. In order for this resource to function properly, it is necessary for SE Performance to be part of the solutions acquired by your organization. ▪Occurrence: Through this subsection, it is possible to identify or associate occurrences with the task in question. To do that, click on the side toolbar button to perform the identification of an occurrence or the  button to associate an already-identified occurrence. In order for this feature to function correctly, it is necessary that SE Action is part of the solutions acquired by your organization. Refer to the Occurrence identification section of the specific documentation of the SE Action component for a detailed description on how to identify an occurrence. ▪Action plan: Use the Add option at the top of this section to add a new action plan (either blank or from a template) or the Associate option to associate an action plan already recorded with the task. In order for this feature to function correctly, it is necessary for SE Action plan to be part of the solutions acquired by your organization. Once this is done, the structure of the action plan will be presented in this section, allowing you to view its information. Position the mouse over the action plan card or its actions, view its data or perform its deletion. ▪Process: Trough the Template section, the party responsible for the task may associate processes for them to be instantiated by the party responsible for the execution of the task. To associate a process with the task, click on the side toolbar button and, on the screen that will open, locate and select the desired process. In order for this feature to function properly, it is necessary for SE Process to be part of the solutions acquired by your organization. ▪Request: In this section, it is possible to view the requests that are being answered, fulfill the task creation requests issued through the SE Request component. To do that, click on the side toolbar button of this section and on the screen that will open, locate and select the desired request. Save your selection. In order for this feature to work properly, it is necessary for SE Request to be part of the solutions acquired by your organization.
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In this section, it is possible to edit the various parameterizations applied to the task in question. See further details in the Configurations section.
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After performing all the necessary configurations, use the Save or Save and exit options.
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