Project Task Fields

Here is a description of the fields and buttons on a Project Task.

Note
Some of the system-generated fields are not updated immediately when you make a change, but are calculated in the background. System-generated fields are not editable on summary tasks. In some cases, you are prevented from making editing fields and in other cases, the values revert to the system-generated value. For instance, if you change the Points Complete field on a summary task to 12 and the summary task has two child tasks each with a Points Complete value of 5, the Points Complete value on the summary task resets to 10.

Key: * – Mandatory field; 255 – maximum field length S – If the task is a summary task, information from child tasks is rolled-up to this field and you cannot edit it.

Field     Description
Actual End Date & Time S   Date on which the task actually completed. This is the date on which the Completed checkbox was selected.
Actual Hours S   Hours spent on the task rolled-up from the task time entry on the related timecard. Hours from child tasks are rolled-up to this field.
Actual Start Date & Time S   Date on which the task actually started. This is the date on which the Started checkbox was selected.
Assigned Resources     System generated list of resources from the project/task assignment associated with the task.
Assigned Resources (Long)     Resources assigned to the project taskA unit of work or collection of work associated with a project..
Blocked     Indicates whether there is something preventing this task from being completed.
Completed S   Indicates whether the task has been completed.
Do Not Auto Update Parents     Indicates whether the parent project task is prevented from being updated when the points, dates and status fields are updated on this task.
Do Not Auto Update this Task     Indicates whether updates to automatically calculated fields such as start and end dates, percentage complete and points are prevented.
End Date & Time S   The date and time on which work for this task is projected to end. Timecards can still be entered for a task after this date as long as it is not closed for time entry.
Estimated Hours     Original estimated hours for the task.
Hours Remaining     Estimated number of hours remaining to complete the task. This is estimated hours – actual hours.
Milestone     The milestone of the parent project.
Peer Order     Internal use only.
Percent Complete (Hours)     Calculated from the Estimated Hours and Actual Hours fields. When you update this field, the Hours Remaining field is updated. Editing this field does not cause the daily hours fields to be recalculated.
Percent Complete (Points) S   The total number of completed project task points divided by total number of project task points related to this one. This includes child tasks. This field updates as the projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. is completed.
Percent Complete (Tasks) S   The total number of completed project tasks divided by total number of project tasks related to this one. This includes child tasks. This field updates as the project is completed.
Points S   The burn-down points. For instance, you can assign a complex task a higher number of points than a simpler one. Points roll up to parent tasks. If you use planning pokerA consensus based technique commonly used in Agile software development for estimating the size or relative effort of a task or story. to estimate effort or the relative size of a task, we recommend entering a number in the Fibonacci sequenceA sequence of whole numbers where the first numbers in the sequence are 0, 1, 2 and every subsequent number in the sequence is the sum of the previous two numbers. such as 0, 1, 2, 3, 5, 8, 13, 21, 34, 55 or 89.
Points Baseline S   Points allocated to the task.
Points Complete S   Indicates the number of project task points that are completed.
Points Remaining S   Indicates the number of project task points that are yet to be completed.
Priority     The current priority of the task.
Project     Name of the project to which the project task relates.
Project Task Name * 255 The name representing the project task and its children if applicable.
Note
A Project Task’s Name chain field length cannot exceed 255 characters. If you plan to have several levels of child Project Tasks, consider using shorter project task names.
Start Date & Time S   The date and time on which work for this task is projected to start. Timecards can still be entered for a task before this date as long as it is not closed for time entry.
Started S   Indicates whether the task has been started.
Status     The status of the project task. the default values are Deferred, In Progress, and Aborted.
Summary     Indicates whether the task is a summary task. A summary contains at least one child task. Information from a child task such as start and end date, percentage complete and points rolls-up to its parent summary task.
Timecard Hours S R Total hours spent on the task. This rolls-up from task time entries on timecards. The value in this field is copied to the Actual Hours field, which then rolls-up the hierarchy.
WBSWork Breakdown Structure Element Number     An identifier which you can use to link the task to an external task management system.

Description

Key: 255 or 32k – maximum field length.

Field   Description

Description

255 Description for the project task.
Long Description 32k Extended description for the project task.

Task Hierarchy

Key: 255 – maximum field length.

Field   Description
Hierarchy Depth   Number of parent tasks to the top-level task.
Parent Task   The parent task to which the project task relates. Enter a Parent Task only when you are changing the project task hierarchy.
Parent Task End Date   Parent task end date.
Parent Task End Date & Time   End date and time of the parent task.
Parent Task Start Date   Parent task start date.
Parent Task Start Date & Time   Start date and time of the parent task.
Task Key   Identifier of the task.
Task Key Chain   Delimited list of Task Keys in the project task hierarchy.
Task Name Chain 255 Delimited list of parent task names up to the top-level task.
Task Name Chain API   This field has same behavior as the Task Name Chain field, but it is larger to accommodate a larger number of project tasks in the hierarchy.
Top-level Parent Task   The top-level parent task for the project task. The field is blank when the project task is a top-level task.

System Information

Field Description
External Task ID An identifier which you can use to integrate the task with task management applications that do not run on the Salesforce platform.

The following related lists, are displayed with the project task detail and are used to view and manage the project task details and attributes:

Buttons

Button Description
Start Marks the task as started and sets the Actual Start Date and Time fields.
Complete Marks the task as complete and sets the Actual End Date and Time fields.

Concept Information

Task-Driven Resource Requests and Assignments Overview

Resource Requests

Project Task Gantt (Task Manager)

About Tasks

Project Tasks

Related Tasks

Generating Assignments From Tasks

Generating Resource Requests from Tasks

Creating Resource Requests

Adding a Task

Starting, Updating and Completing a Project Task

Creating a Project Task Hierarchy

Creating a Project Task on the New Project Task Page

Creating Preceding and Dependent Tasks

Assigning Resources to a Project Task

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