Master Tasks

Master tasks are a subset of master processes. They are used to identify similar project phases that may be referred to by different names across multiple projects. For example, one project might use the term, "closeout" and others may use "final completion", "project close out" or "closeout/ occupancy". The master task is a unique identifier that unifies all of these project phases so that account administrators and executives can report on the status of these phases across all projects.

For more information, see About Master Processes and Master Tasks.

Linking master processes to master tasks supports the reporting needs of the program. When schedule managers associate summary tasks to one of the established master tasks, you'll be able to report on all of the master tasks and summary tasks linked to the master process.

Master tasks are a subset of master processes. You can link one or more of these tasks to a master process. They can only be added after you've saved the associated master process.

To add master tasks to master processes

  1. Open Schedule settings.
  2. Click Master Processes/ Tasks.
  3. Click the title of the master process you want to add master tasks to. The View Master Process page is displayed.
  4. Click Add. The Master Task page is displayed.
  5. In the Task Name field, enter a name for the task.

    6. Remember, master tasks are used to identify similar project phases across multiple projects, so it is advisable to use a generic, but descriptive name that will be easily understood by schedule managers across the program, such as Planning,

    Bidding

    or Closeout.

  6. Click the Process Number drop-down arrow to select a process to link this task to.
  7. The Task Number field automatically populates with a unique identifier, but you can change this number if you wish.

    Task numbers cannot be duplicated.

  8. Click the Task Type drop-down arrow to specify whether this is a task or an event.

    9. Although an event is still treated as a task in regards to duration, start and finish time, an event is classified as a meeting or an approval of item(s). Specifying events gives the Schedule Manager the ability to better manage the schedule by identifying when work is actually being done versus a decision making or approval process that may or may not impact the schedule.

  9. In the Milestone field, specify whether the task is a milestone or not.

    10. A task that is considered critically important or is in the critical path of the project's success can be considered a milestone.

  10. Enter a description in the Description field to provide clarity for schedule managers.
  11. Click Save to save the master task.
    —Or—
    Click Cancel to disregard changes. Unsaved changes will be lost.

To edit master tasks

  1. Open Schedule settings.
  2. Click Master Processes/ Tasks.
  3. Click the master process the task is associated to. The View Master Process page is displayed and a list of available master tasks display half way down the page.
  4. Click the Edit link of the task you want to modify.
  5. Make all changes to the task details as needed. Ensure that the required fields (marked with an *) are completed. The following fields are editable:
    • Task Name*: The name of the master task.
    • Process Number*: The master process that the task is associated with.
    • Task Number*: Unique number for the master task that cannot be duplicated.
    • Task Type*: Type of master task - either task or event.
    • Milestone*: Designates the master task as a milestone or not.
    • Description: The description for the master task.
  6. Click Save.

Master tasks that have already been associated with tasks in the user interface cannot be deleted unless the associated tasks are also deleted.

To delete master tasks

  1. Open Schedule settings.
  2. Click Master Processes/ Tasks.
  3. Click the master process the task is associated to.

    4. The View Master Process page is displayed and a list of available master tasks display half way down the page.

  4. Click the Delete link of the task you want to remove. The Delete Master Task page is displayed.

    5. A confirmation page is displayed.

  5. Click Yes, Delete.