View task group page

This page is shown in Figure 1 and shows all the information relating to the selected working task grouptask group.

task group view page

Figure 1 – Task group view page

The  top header area allows you to Edit icon edit, Delete icon delete, Move iconmove, Copy iconcopy or Edit iconbaseline the task group; or add a  working task groupsub-groupTask map icon task, milestone Attachments icon attachment or Comment icon comment to this task group.Some details of the task group are displayed in subsections just below the top header area, such as the task group’s location within Psoda, and it’s associated title, progress, effort and cost. The rest of the page is made up of a number of tabs or sections (depending on your selected view):

Task map icon Advanced estimates

This tab shows an asset listing of all of the tasks that have been added to this task group that are scheduled according to advanced estimates, as shown in Figure 2.  By default, this table will present you with a number of details about the advanced estimates such as it’s context, reference, start and end dates, the users listed as resources for that estimate, resource total and a breakdown of actual and variance comparisons for time breakdowns. From the Actions column of this advanced estimates table, you can act on individual estimate by Edit iconediting the chosen estimate via the edit popup or using inline editing.advanced estimates tab

Figure 2 – Task group advanced estimates tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the advanced estimates table. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

Attachments icon Attachments

This tab shows an asset listing of all of the attachments that have been added to this task group, as shown in Figure 3.  By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by Edit iconediting, Delete icondeleting, Move iconmoving or lock iconlocking/unlock iconunlocking the selected attachment.view page attachments tab

Figure 3 – Task group attachments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the attachment table or navigate to this same spot to Add iconadd more attachments to this task group. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only). 

chart Charts

Instead of a table view, this tab provides a graphical view of your accumulated baseline vs. actual over time for this task group. Figure 4 below shows an example chart:chart tab budget group

Figure 4 – Task group chart tab

Zoom in or out on certain times by using the red arrows at the bottom of the chart.

Comment icon Comments

This tab shows an asset listing of all of the comments that icon_userusers have made on this task group, as shown in Figure 5.  By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by Edit iconediting or Delete icondeleting  the selected comment.view page comment tab

Figure 5 – Task group comments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the comment table or navigate to this same spot to Add iconadd more comments to this task group. Here, you can also export this comment list to Excel export iconExcel or CSV export iconCSV files.At the very bottom of this tab, you have the option to Open the comment popup stream

working task group Details

This tab shows some additional details on the task group, for example the description, start date, end date, estimate information and forecast information, as shown in Figure 6.task group details tab

Figure 6 – Task group details tab

Some fields may allow for inline editing although these permissions may be linked to your access rights. If you feel that you should have access to some of these permissions, contact your System Administrator.

gantt GANTT

This tabbed view shows the GANTT chart shown in Figure 7, generated by the information in your Schedule tab. By default, this table shows the name of the task group, task or milestone and it’s start and end dates.

On the right-most side of the chart there is a breakdown of tasks in a visual format than will span across a monthly, weekly or daily scale (this is setting dependent). The users who are allocated to each asset will have their names written next to this asset’s timeline.

general GANTT tabbed view

Figure 7 – Task group GANTT chart

At the very bottom of this tabbed view you are presented with a number of table information formatting options which will adjust the GANTT’s visible period, or scale, or whether it displays more than just task dates.In addition, the view tasks & milestones link will navigate to the Schedule tabbed view so that you can expand or contract the work breakdown structure viewed in the GANTT.

 

History icon History

This tab shows shows some basic history of the task group, as shown in Figure 8.  By default, this tab will present you with a number of details about the task group’s history such as the creation date, creation user, last update date and last update user. If the task group has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.view page history tab 

Figure 8 – Task group history tab

Note that you can customise your change table view by clicking the Edit iconedit button at the bottom of the change table. Here, you can also export this list of changes to Excel export iconExcel or CSV export iconCSV files.

 

Report template icon Reports

This tabbed view shows a listing of the reports as seen in Figure 9, listing any reports available for this task group.Figure 9 shows a portion of this alphabetical listing, and your specific list may vary slightly depending on if your System Administrator has created any new report templates that have been customised to be available to your task group only.

task group reports tab

Figure 9 – Task group report tab

This listing is unable to be customised, but provides the name of the report and a more detailed description of what information this report is built for and how the report is grouped.

Once you click on a report’s name, the run report form will popup. These popup forms vary depending on the report being run.

 

working task group Schedule

This tabbed view shows the tasks and milestones table as seen in Figure 10, listing any working task groupsub-groups, Task map icontasks and Milestones iconmilestones that have been defined for this task group.By default, this table includes the reference, title and description of the task, sub-group or milestone, important scheduling information, who the asset is allocated to, along with the available actions that can be taken on the listed asset and any tasks or milestones that have to be completed first.The Actions column of this table provides accessible functions to act on a chosen sub-group, task or milestone. These functions may include Edit iconediting, Delete icondeleting, Move iconmoving, adding a new Task group icontask sub-group, add tasktask or add milestone iconmilestone, link iconlinking a sub-group, task or milestone and adding Comment iconcomments or Attachments iconattachments. The specific actions that are available in this column will depend on the type of the chosen asset.

view programme tasks n milestones tab

Figure 10 – Task group tasks and milestones table

Note that at the bottom of this table you can add another Task group iconsub-group, add tasktask or add milestone iconmilestone,Edit iconedit the table columns to show or hide asset information, or export this information to Excel export iconExcel or CSV export iconCSV files.

At the very bottom of this tabbed view you are presented with a number of table information formatting options which will increase/decrease the information you’re presented with, as well as other options to import task group/WBS information, view the information  in a GANTT format or run a recalculation. From this other options subsection at the bottom of this tabbed view, you may also have access to Pass iconmass approve, Pass iconmass complete or mass archive tasks.

 

Timesheets icon Time log

This tab shows an asset listing of all of the timesheets that have time logged against this task group.This table supports inline editing.

view programme tasks n milestones tab

Figure 11 – Task group time log tab