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dProject Information and Tasks

dProject Information and Tasks

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Published by Jan-Erik Finlander
Project Information and Tasks
Project Information and Tasks

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Published by: Jan-Erik Finlander on Apr 27, 2009
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02/01/2013

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dotProject Version 2.0.2 Basic User Manual
Section 3: Project Information and Tasks
De Bortoli Wines
Table of Contents

Main Project Elements..................................................................................................................................... 2
Basic Project Information............................................................................................................................. 2
Creating a Project Header.......................................................................................................................4
Selecting Project Contacts...................................................................................................................... 7
Selecting a Department...........................................................................................................................7
Importing Tasks.......................................................................................................................................8
Import Tasks via Project Add/Edit Screen.......................................................................................... 8
Organize Tasks.................................................................................................................................. 9
Move Task from Task Edit Screen................................................................................................... 11
Gantt Charts.......................................................................................................................................... 11
Setting Up / Assigning Tasks..................................................................................................................... 14
Task Groups..........................................................................................................................................14
Task Parents......................................................................................................................................... 15
Adding / Editing Tasks.......................................................................................................................... 16
Details Tab........................................................................................................................................... 18
Dates.................................................................................................................................................... 20
Dependencies....................................................................................................................................... 21
Task Dependencies: Known Limitations......................................................................................... 22
Human Resources............................................................................................................................... 24
Other Resources.................................................................................................................................. 25
Adding Files to Project Tasks.............................................................................................................. 25
Moving Tasks from One Project to Another.......................................................................................... 26
Automatic Task Reminders and Updates via Email.............................................................................. 27

dotProject Basic User Guide \u2013 v2.0.2 compatible
Page 1
Document Version 1.2
dotProject Version 2.0.2 Basic User Manual
Section 3: Project Information and Tasks
De Bortoli Wines
Main Project Elements
The main project elements you need to establish are firstly the project itself and then the tasks associated
with that project. This manual section discusses both of these elements.
Basic Project Information

Each project has a basic set of project \u201cheader\u201d information that is established before Tasks (or the actual jobs to be done to deliver the project) are added. As many of the elements here and in Tasks themselves are important to how you establish your project we will go into detail on them a little more than we have in other parts of this manual.

The main Project Detail display is effectively broken into two halves \u2013 the Details and the Tabbed section.

The top half of the screen is then broken down into two columns, multiple sections. Much of the information
displayed on this screen is entered via the Project Add / Edit screen, but some of the details are calculated.
We'll discuss the calculated items here and go through the details of what to enter below in Creating a
Project Header.

dotProject Basic User Guide \u2013 v2.0.2 compatible
Page 2
Document Version 1.2
dotProject Version 2.0.2 Basic User Manual
Section 3: Project Information and Tasks
De Bortoli Wines
Project Name /
Colour Coding
You'll notice that the line at the top of theD et ai ls display includes the name of the
project and is automatically coloured.
Actual End Date

This date is calculated from the latest expected end date from all the tasks
associated with the project. In other words, despite the Target End Date entered
against the project \u2013 this date is reflecting the End Date that the work is currently
calculated to be completed by. If the Actual End Date is later than the targeted end
date it will automatically be displayed in RED / BOLD.

Progress
This field will show a % complete calculation for the project as a whole based on the
% complete of all the tasks associated with that project.
Worked Hours
This display is automatically calculated from the total number of hours recorded
against this project in task logs. (In other words the actual hours work so far).
Scheduled Hours

This display shows the total number of hours recorded in the durations of all the tasks associated with the project. (In other words the expected total hours (not taking resource allocation into account) required to complete the project).

Project Hours

This display shows the Scheduled hours multiplied by the Task Assignments (eg if a task is set to 2 hours duration, but has 4 people assigned to it at 100% of their time then the actual number of hours in total for the task is 8).

Currently Project Hours should be regarded as indicative only as multiple resource handling and resource
working calendars etc. are planned for the next dotProject major release set.

You will also notice a set of tabs at the bottom of the display. These tabs provide access to a range of
information associated with the project such as Tasks, Inactive Tasks, Forums, a Gantt Chart showing the
project in a visual layout, Task Logs associated with the entire project and so on.

Depending upon the modules that are active, and whether there is any related data in those modules the tab listing may change. For example, if the links module is in use and there are links associated with this project, then a tab \u201cLinks\u201d will be displayed. If the Help Desk module (for ad hoc task management) is enabled, again there could be a tab called \u201cHelp Desk\u201d if any of the issues in that database have been linked to this project.

dotProject Basic User Guide \u2013 v2.0.2 compatible
Page 3
Document Version 1.2

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