In PSA project task management loosely mirrors the concept of Agile task creation, with point assignment and burn-down. Points can represent time units, complexity factors, or other methods of tracking work. Data in child project tasks automatically rolls up to parents. Percentages complete are calculated, and statuses are automatically updated as you work through project tasks. You can:
Mark project tasks as started or completed.
Update project tasks.
Create parent and summary child tasks.
Create new project tasks.
Create preceding and dependent project tasks.
Assign resources to a project task.
Associate project tasks with a project template. When you create a project from a template, project tasks copy to the new project with their project task assignments and dependencies.
If you are a project manager setting up projects in project task management, you can map out your project task hierarchy with parent, child, preceding and dependent tasks. For instance, if the project is a software development implementation, you can define parent tasks at the component level, then add more detailed development tasks as child tasks. You can also link the start and completion of development of specific components so that they are dependent on the start or completion of others, or you can link sprint dependencies in this way.
You create the parent summary project tasks first, then the child tasks and then the preceding and dependent tasks.You can then also build Salesforce workflows, approvals and reports around the project tasks.
Behind the scenes, the Project Task Gantt use the same objects as PSA project tasks. When you use Project Task Gantt, the project task records are updated. See Project Task Gantt (Task Manager).
Project Task Assignments
A project task assignment associates a resource with a project task. You can:
Assign named resources or resource roles to project tasks using Project Task Gantt. This creates project task assignment records.
Use project task assignments to generate resource requests, either open or held against a named resource.
Use project task assignments to generate assignments for your resources.
Project Task Dependencies
A project task dependency defines the relationship between one task and another. In FinancialForce PSA you can make a task in one project dependent on a task in another project.
Points History and Points Complete History
Points History and Points Complete History objects track changes to the Points and Points Complete fields. These objects are displayed on related lists on the project task.
Task Information
Each project on the Projects tab contains a Task Summary section, with the following read-only summary fields related to the totals of that project’s tasks:
In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
From the list, you can click any project task name to go directly to its detail.
Click New to create a new project task.
Recent Choice
Description
Recently Viewed
The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified
The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.
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