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To edit the data of a nonproject task under planning, first locate it and select it in the main screen list of records. After that, click on the  button on the toolbar.
If the nonproject task was created using the wizard, it is possible to access its data through the "Task data" option in the Review step.
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At this point, its data screen will be opened. The following sections will be available for editing:
The following subsections are available:
This section will display the task data entered during its creation, which can be edited. If the task was created using a wizard, you can define the teams responsible for the task and their execution.
▪While the task is under execution, those responsible for the task will be able to reprogram its planned dates, through the Management  Task tracking menu. To do that, simply access the task data and in the Rescheduled field, enter the new estimated start and end dates for the task. ▪The "Actual" field will be enabled for filling during the task execution step. |
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The Planning section will only be displayed in the navigation panel if a planning attribute is associated in the Attribute tab of the task type data screen. If the task was created using a wizard, the attributes that are not required to fill their values in will be available. The attributes that have been filled in during the creation of the task may have their values edited. The way to enter an attribute varies according to the configurations established when creating it.
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In this section, it is possible to edit the description, explanation, objective, benefit, assumption and restriction of the nonproject task.
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The following subsections may be available:
This section will only be displayed if, in the Approval tab of the task type, the "Planning approval" option has been checked. In it, it will be possible to view or define those responsible for approving the task planning according to the configurations made in its type. Filling in the information in this section depends on the selected route type. If it is a "Fixed & unique" route, this section may not be edited. The system makes available the following fields:
Responsibility route: Select the responsibility route for the approval of the planning of the task. 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 type of approval (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 planning is rejected and goes through approval again, the system assigns a number to it.
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 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 planning 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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▪If a blank task was created from the wizard and if in its type it was defined that the route type will be "Variable" or "Fixed" and the Route field was not completed, the responsibility route for the approval of the planning was informed at the time of its creation; however, it is possible to edit it in this section. ▪Those responsible defined in this section will receive the Task planning approval task after the nonproject task planning is finished. |
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This section will only be displayed if, in the Approval tab of the task type, the "Execution approval" option has been checked. In it, it will be possible to view or define those responsible for approving the task execution according to the configurations made in its type. Filling in the information in this section depends on the selected route type. If it is a "Fixed & unique" route, this section may not be edited. See, in the "Planning" topic, a detailed description of the fields available in this section if the route is "Fixed" or "Variable".
If a blank task was created from the wizard and if in its type it was defined that the route type will be "Variable" or "Fixed" and the Route field was not completed, the responsibility route for the approval of the execution was informed at the time of its creation; however, it is possible to edit it in this section.
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If a planning checklist is associated in the Optional Checklist tab of the task type data screen, the Planning section will be displayed. In it, the system will display the checklist answered when creating the task, however, it is possible to edit its answers. If the nonproject task was created through the existing task, the planning checklist (if any) must be answered through this section. In this case, select the desired option to answer each question: 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.
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In this section, it is possible to add comments related to the nonproject task being planned. 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 manage the documentation that will complement the task information. 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 added through the Configurations Requirement section. The requirements must be completed in order to be able to finish the planning of the task successfully. The completion of the field in the Attachment/Document column of the list of records will vary according to the requirement type:
▪Attachment: 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. ▪Document: 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 from the side toolbar to fill out the form selected from the list of records. If the form has fields with completion set as required, filling in the fields of this form will be necessary for the task to be successfully finished.
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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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The following options are available:
Through this option, it is possible to allocate the resources required to perform the task. At the bottom of the section, the planned, rescheduled and actual Total time is displayed. 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. On the side toolbar of the list of records, the following buttons will be available:
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Click on this button to allocate resource to the task in question. See further details about this operation in the Allocating a resource to the task section.
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Click on this button to allocate resources through a calendar. See further details about this operation in the Allocating a resource via calendar section.
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Click on this button to replace allocated resources with other resources. See further details about this operation in the Replacing a resource allocated to the task section.
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Click on this button to disassociate the resource selected in the list of records from the task.
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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 enter the estimated and total costs and revenues related to the nonproject task. 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 section.
While the nonproject task is still under planning, it is possible to add the costs and revenues estimated for it through the Execution Financial entry menu, as long as the logged user has access to its finances.
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Use this section to add all those who may affect or be affected by a decision or a result of the nonproject task. To do that, click on the button on the side toolbar and on the screen that will be displayed, check the option corresponding 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.
As the stakeholders are added, they will be displayed in the list of records in this section. 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?: Keep the field in this column checked for the listed stakeholder to have access to the task data. Otherwise, uncheck the field in this column in the line of the stakeholder who should not have access to the task data. ▪Finances?: Keep the field of this column checked for the listed stakeholder to be able to access the finance data of the task. Otherwise, uncheck the field of this column in the line of the stakeholder who should not have access to the finance data.
If the task security is configured as public, the fields of the "Authorized?" and "Finance?" columns will not be available for editing.
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▪Notice that it will not be possible to uncheck the options of the "Authorized?" and "Finances?" columns for the Responsibility and Approver access levels. ▪Note that 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. ▪Use the other side toolbar buttons to edit or delete the association of the stakeholder selected in the list of records. |
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The following sections are available:
It allows viewing 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.
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It allows viewing 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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▪The association of customers with the project may be required and restricted to the planning and revision of the project, in accordance with the configurations set in the Optional Customer/Supplier tab on the project type data screen. ▪If the template was created from a file import, the customer or supplier may have been entered at the time of its creation, but it is possible to edit it in this section. |
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Through this section, it is possible to track the dependency links the task in question has. For that, use the following sections:
Through this section, it is possible to track 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. Click on the button on the sidebar toolbar to view the data of the selected nonproject task.
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Through this section, it is possible to associate the tasks that have a succession link with the task in question, i.e., the tasks that will be executed after the execution of the task in question. To create a succession link between the tasks and other operations, use the side toolbar buttons:
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Click on this button to add a new nonproject task and associate it as the successor of the task in question. At this point, the wizard to create the new task will be opened. In the First steps step, select the desired option:
▪Blank task: Allows adding a new blank nonproject task. See more details on how to perform this operation in the Creating task using wizard - Blank task section. ▪From existing task: Allows adding a new nonproject task from a previously created task. See more details on how to perform this operation in the Creating task using wizard - From an existing task section. |
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Click on this button to associate an already created task as the successor of the task in question. On the screen that opens, locate and select the desired task and save the selection.
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Click on this button to undo the predecessor link of the task selected in the list of records.
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Click on this button to view the data of the task selected in the list of records.
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▪Successor and predecessor tasks are intended for information purposes only and do not prevent the execution of the task in question. ▪To track the task predecessor and succession, generate the "Nonproject tasks monitoring" report available through menu View Project/Nonproject task Task menu. |
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In this section, the party responsible for the task may associate the indicators to which the task in question is related. In order for this resource to function properly, it is necessary for SE Performance 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 to associate an indicator to the task. On the screen that will be displayed, locate and select the desired indicator. The indicators can be located through the scorecard to which they are associated, or through a listing of indicators. Save the selection after that.
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Click on this button to disassociate the indicator selected in the list of records from the task.
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Click on this button to view the details of the indicator selected in the list of records. Refer to the specific documentation of the SE Performance component for more details on the indicator details screen.
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In this 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 when performing this operation. In order for this resource to function properly, it is necessary for SE Process to be part of the solutions acquired by your organization. For this and other operations, in the Template section, use the following side toolbar buttons:
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Click on this button and, on the screen that will be displayed, locate and select the process you wish to associate with the task in question.
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Click on this button to view the data screen of the process selected in the list of records. Refer to the SE Process component specific documentation for a detailed description of the screen that will be displayed.
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Click on this button to view the flowchart of the process selected from the list of records. Refer to the specific SoftExpert BPM Suite - Process Modeling component documentation for more details on process flowcharts.
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Click on this button to view the structure tree of the process selected in the list of records. Refer to the SE Process component specific documentation for a detailed description of the screen that will be displayed.
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Click on this button to delete the association of the process selected in the list of records.
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Click on this button to copy the values from the attributes of the process selected in the list of records to the nonproject task.
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The "Instance" section will be enabled when executing the task in question.
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In this section, it is possible to view the requests being executed, as well as to meet task creation requests issued through the SE Request component. In order for this resource to function properly, it is necessary for the SE Request component to be part of the solutions acquired by your organizations. On the side toolbar, the following buttons are available:
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Click on this button to associate a request with the task in question. On the screen that opens, locate and select the desired request and save the selection.
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Click on this button to disassociate the request selected in the list of records from the task.
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Click on this button to view the data screen of the task creation request selected in the list of records.
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If the task to which a request was associated is canceled, the request will also be displayed as cancelled in SE Request. If the task is reactivated, the request will also be reactivated and will be available again for execution.
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▪If a task was created from the wizard, the requests it serves may have been associated at the time of its creation, but it is possible to edit this association in this section. ▪This operation may also be performed through the Service request task. ▪Refer to the specific SE Request component documentation for more information on issuing requests. |
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After performing all the necessary configurations, use the Save or Save and exit options. At this point, the system will ask if you wish to send the task to the next configured step. See further details in the Finishing planning section.
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