Insert and Edit Plan Tasks

You can view, insert, and edit an activity's work plan tasks on the Plans tab. You can add or edit plan tasks until the activity is closed, but you cannot delete tasks from an approved activity or from a activity on which actuals were reported for the task.

After you close the activity,  you can add or modify tasks by selecting Edit History Activity from the Select Action menu.

To insert plan tasks:

1. Display the record for which you want to add plan tasks.

2. On the Plans tab, click New Row to insert a row in the Task table window.

3. Enter a unique value in the Task field.

4. Optional: Enter a description for the task in the Long Description field.

5. Optional: If you want the tasks that you insert to be performed in a sequence, enter an appropriate value in the Sequence field.

6. Enter the amount of time needed to complete the task in the Estimated Duration field.

7. Fill in additional fields as needed. An asterisk (*) indicates a required field.

8. Click Save Activity .

To edit plan tasks:

1. Display the record for which you want to edit plan tasks.

2. In the Tasks table window, click View Details for the task you want to edit.

3. Modify fields as needed.

4. Click Save Activity .

See Also

About Tasks