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Modify the plan in a project
Modify the plan in a project

Understand how to modify a plan within a project

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

In your project, click on the Tasks tab.

When you select a task list, all tasks in this task list will be selected and all tasks can be modified, using the Tasks selected toolbar at the bottom of the page:

Furthermore, individual tasks can also be multi-selected:

The following modifications can be made to the task lists of tasks:

Edit

This option allows you to Mass edit tasks:

Field

Description

Start date

Select the start date of all tasks.

Duration (days)

Select the duration of the tasks.

Due date

This is automatically filled when the duration is entered.

Effort (only if selected task effort is 0)

Enter an estimation (budget) of time to complete the task. This effort can be pushed to the resource planning. By leveraging task effort, your budget becomes more granular, allows effective allocation of time or resources and bases the budget on categories of work.

Assign to project members

Assign the tasks to members.

Assign to business unit

Tasks assigned to a business unit can only be viewed by resources belonging to that business unit.

Assign to role

Roles can be assigned to a task until the resource is confirmed.

Priority

Select the priority of that tasks.

Status

Select the status of all tasks.

Move to

This option allows task(s) to be moved to another plan or task list:

Copy to

This option allows to copy a task or multi-selected tasks to another plan or task list:

Delete

This option allows you to delete a task or multi-selected tasks:

Click Proceed.

Clear selection

This option will clear the selected tasks.

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