Task:
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Task tracking
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Who receives it:
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Users and teams responsible for the nonproject tasks.
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When:
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▪The planning of the task is finished and it does not have the planning approval step configured. ▪The planning of a task with the planning approval step configured is approved. |
Purpose:
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To enter the rescheduled dates and finances for the task, calculate the indicators, and track the information collected by the system service regarding the EVM, among other information, to control the deviations between the planned and the executed.
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How to perform this task:
1.
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In the list of pending records, select the desired nonproject task.
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2.
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On the main screen toolbar, click on the button that corresponds to the action you wish to perform:
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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.
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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.
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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.
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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.
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Click on this button to execute the EVM (Earned Value Management) calculation service of the task selected in the list of records, at the present moment, regardless of the configurations of 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.
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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.
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Click on this button to change the main screen layout to two quadrants.
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3.
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When the task is finished, it will no longer be displayed in the list of pending records. The task tracking can also be performed through the Management  Task tracking menu.
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