11

Two Places to Enter TimeTwo Places to Enter Time

My Tasks (Project Plans, Proposals and Activity Plans)

My Timesheets (Periods and Administrative Time)

22

Three Ways To Track Task Actuals (Updates)Three Ways To Track Task Actuals (Updates)

33My TasksMy Tasks

First: Percent work complete and perception of remaining work

44My TasksMy Tasks

Second: Actual time spent (enter months, weeks, days, hours, minutes in the Progress field) and perception of work remaining. You can add the Remaining Work field to this view.

55My TasksMy Tasks

Last: Actual time spent per time period (Timesheet from the Progress field) and perception of remaining work

66Points of Interest: Current TasksPoints of Interest: Current Tasks

Tasks that: Should have been started

Are in progress Will start in the next

10 business days Completed tasks

whose finish date is < 10 days in the past

Select View Options

Uncheck Show Only Current Tasks to view all tasks

AA

BB

Note: Do not delete finished tasks, you can not hide them, the system hides tasks when the finish date is more than 10 business days in the past

77Points of Interest: Color of Finish FieldPoints of Interest: Color of Finish Field

Orange: Within the current week Pink: Late, not completed and current date is later than scheduled

finish White: Future, finish date is later than the current week

AA

88Points of Interest: IndicatorsPoints of Interest: Indicators

Green line and indicates a new assignment record Orange line and indicate that you have saved update information but the project

manager has republished those tasks with different information and there is a conflict, that has been resolved by the PM’s publish. (Note: By submitting updates the PM is forced to deal with the update before new information can be published for a record.)

AA

BB

99Points of Interest: IndicatorsPoints of Interest: Indicators

Clip board with check mark and little clock means that the assignment has been updated by Project Manager

Yellow notepad means that there is a note from the Project Manager entered for the task (PM enters in the task notes field in Microsoft Project)

Smaller orange exclamation mark to the right of a task indicates that you have an updated assignment but have not submitted to Project Manager for approval

AA

BB

CC

1010Points of Interest: Indicators and Deleted TasksPoints of Interest: Indicators and Deleted Tasks

Rejected assignment updates by the Project Manager or Status Manager Deleted tasks that have not been approved by the Status Manager or

Project Manager. Note: Task III has been deleted once, rejected by the PM and then deleted again.

AA

BB

1111

Comment on UpdatesComment on Updates If a Team Member sends a task assignment the Project Manager has to deal with the

update record before they can make changes and publish the project. However, after processing pending actuals they can overwrite assignment records unless you restrict updates to Project Web Access

1212Becoming an Assignment Owner Becoming an Assignment Owner

The Project Manager can give the assignment ownership (another resource updates in PWA) of enterprise resource assignments, generic resource assignments and material resource assignments.

They can do this by first making the assignment to the task then going to the Task Usage view in MSP and inserting the Assignment Owner column , and then selecting the owner from the list of resources on that project team. AA

BBCC

1313Assignment Ownership in PWAAssignment Ownership in PWA

This resource (farmadmin) is assigned to four tasks in 1 Project Plan, and is the assignment ownership for Rob Barker, Paula Bento, Electrical Engineer (Generic Resource) and Automated Packager (Material Resource)

1414Becoming the Status Manager Becoming the Status Manager (called Approval Manager in PWA)(called Approval Manager in PWA)

By default, the Status Manager (the person who approves assignment updates) is the Project Owner (PM who created the project). But any resource who has status permission, can open the project and make themselves the Status Manager for the project or for just a task by selecting their name in the Status Manager field and publishing the project.

1515Best Place to Update Task: Assignment DetailsBest Place to Update Task: Assignment Details

Click on the task name in My Tasks to open the Assignment Details page. If you are using the actual work and perception of remaining work tracking method, enter completed work, start and finish dates for work, and estimate of remaining work.

AA

1616Best Place to Update Task: Assignment DetailsBest Place to Update Task: Assignment Details

If you are using the actual work per time period and perception of remaining work tracking method, enter completed work (no reason to enter start and finish dates for work), and estimate of remaining work.

1717Best Place to Update Task: Assignment DetailsBest Place to Update Task: Assignment Details

You can also see Transaction Comments and Task History. When a Team Member send updates or when a Status Manager approves or rejects pending actuals they can choose to leave a transaction comment.

Attachments are links to issues, risks and documents in the project workspace

Contacts is the Project Owner, Status Manager (Approval Manager) and project team

Related Assignments are task predecessors or successors

Notes is information entered in the task record by the PM or team members assigned.

1818Other Task ActivitiesOther Task Activities

Reassign Work (Task Reassignment: assigning your work to other people) Self-Assigning Team Tasks (may work with athletic teams but uncommon in corporate

environment) Import Timesheet (Import entry data related to task assignments from your Timesheet) Creating new tasks Creating an Activity plan

1919Other Task Activities: Reassign WorkOther Task Activities: Reassign Work

Select the resource to reassign work. Resources shown are part of the resource team for that project

Select the start date for the work

Enter a comment. Comments are part of the transaction comments for that record

In My Tasks the task is deleted and must be selected and submitted for approval

AA

BB

CC

2020Other Task Activities: Self-assign Team TasksOther Task Activities: Self-assign Team Tasks

PM assigns a “team” resource to the task All resources part of that team gets the task assignment, but are not actually

assigned - yet Assignment occurs when a resource self-assigns , (like that would ever

happen) submits the assignment and that assignment is approved.

AA

BBCC

AA

BB

CC

2121Other Task Activities: Import TimesheetOther Task Activities: Import Timesheet

Timesheet entry for Task 2 of 1 Project Plan of 16 hours across two daysAA

2222Other Task Activities: Import TimesheetOther Task Activities: Import Timesheet

In My Task select Import Timesheet to open the import page Note: the 16 hours entered for Task 2. Select the Timesheet and then select Import. Note: in My Tasks, Task 2 now is showing 2 days (16 hours) of work. Select and Submit

for approval.

BBCC

BB

CC

2323Other Task Activities: Create New TasksOther Task Activities: Create New Tasks

In My Task select New, and then Task

AA

AA

2424Other Task Activities: Create New TasksOther Task Activities: Create New Tasks

In the New Task page, select the project and perhaps summary task you want to insert the new task

Enter the name of the task, and maybe start/finish dates and transaction comments

BBCC

BB

AA

2525Other Task Activities: Create New TasksOther Task Activities: Create New Tasks

The new task shows up in the My Task page

If accepted by the Status Manager, the task is inserted in the MSP project plan with the resource assigned at 100% and with a Start No Earlier Than constraint based on the start date entered

AA

BB

BB

AA

BB