Updating a Task From the Global Tasks Application

You can update your tasks from several places in PPM. This topic discusses updating tasks from the global Tasks application. For information on updating tasks from within a project, see Updating a Task from the Task List.

Task assignees can update tasks assigned to them, adding hours of work done on tasks, dates of that work and how much work is remaining to complete the task. Project managers can update tasks on behalf of external resources assigned to the tasks (external resources cannot log into PPM).

Note: To see the difference between updating a task and editing a task, see About Task Edit and Task Update.

When you update a task, an entry is created in the task update history, accessible from the Update History tab of the Task Detail window.

To update a task:

1. Open the global Tasks application
2. Click the Actions icon next to the name of the task you want to edit, then click Update Task.
   Note: You can also click the task name to open the Task Details window. For more information, see Using the Item Details Window.
3. If % Complete is editable, in the % Complete box, type a number between 1 and 100 to represent the percentage of the task work that is complete. Changing the % Complete value may also change the Actual Start or Actual Finish date for the task. For details, see About Task Percent Complete.

Note: % Complete is editable only if your enterprise uses % Complete to track task progress. For more information, see ETC Overview.

4. If you are a project manager, and the task has an external resource assigned to it, an Enter Hours For list displays your name and the names of all the external resources assigned to the task:
5. To update the task with work you did yourself, select your name.
6. To update the task for an external resource, select that resource name.

5. In the Hours Worked text box, type a number for the hours you worked on the task, then type the date in the date box or click on the calendar icon and select a date from the calendar.

Note: Entering hours worked can have the following impacts:

• If your organization uses both Tasks and Timesheets, any change you make to the Total Hours Worked value is reflected immediately on your timesheet as Work to Date but is not reflected on the Task Details Actual Work until your timesheet is approved.
  
  
• If your organization tracks tasks using ETC, ETC is automatically decremented by the number of hours entered in Total Hours Worked, and % Complete is automatically incremented based on the amount of work performed and the amount of work remaining. See calculations (see Percent Complete Calculations).
  
• For projects with Task ETC auto-update enabled, if Actual Work exceeds Planned Work, the value for Planned Work will be updated to the new Actual Work value. If you need to view how actual work is impacting (or exceeding) your planned work, you can create baselines to track the values over time. See Baseline Overview for more information. For more details on Task ETC auto-update, see About Task ETC Auto-Update.

6. If you know the date that work on the task started or finished, type a date in the Actual Start or Actual Finish boxes, or click the calendar icon and select the date from the calendar.

Note: If Actual Start or Actual Finish is blank, and you change % Complete, this can change the Actual Start and Finish dates.

7. In the Update Notes box, type any additional information about the task update.
8. With proper permission you can edit or delete a previous work entry for the task in the Hours Worked per Day section.
9. In the Notificationssection, select team members to notify that the task has been updated.
   Click Browse Member Directory to open the User Selector and select team members to notify.
10. If you want to include a custom notification message, select Type Custom Notification Message and type the message in the Notification Message box.
11. Click Save or Save & Add Another to update the task or Cancel to close the window without updating the task.

Related Topics:

• About Percent Complete, Actual Start and Actual Finish—About how Percent Complete, Actual Start and Actual Finish interact.
• About Task Edit and Task Update—How editing a task differs from updating a task.
• Adding Hours to Your Timesheet—How to add hours to tasks in your current timesheet.
• Updating Tasks in Bulk—How to update multiple tasks at one time.
• Using the Task List—Key features of the Task List, including how to use the in-line edit functionality.

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