Report Actual Tasks

Use the Tasks table window on the Actuals tab to add, review and modify tasks on the change. The system copies the planned tasks to the Actuals tab. If the change has an associated work plan, the system also copies this information from the Plans tab.

You cannot delete tasks from an approved change or from a change on which actuals were reported for the task.

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

To insert tasks:

  1. Display the record for which you want to report tasks.

  2. To add a task, on the Actuals tab, click New Row to insert a row in the Task table window.

  3. Enter a unique value in the Task field.

  4. You can enter a description for the task in the Long Description field.

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

  6. Click Save .

To edit tasks:

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

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

  3. Modify fields as needed.

  4. Click Save .