The colours on the chart represent different types of tasks.

• Grey=Parent Task
• Blue=Project Task
• Green=User Story

You will see on the Gantt chart, the name of the project is also displayed as an overall task, or a parent task. (See the gray horizontal bar at the top of the project chart.) This acts as a container for other tasks and user stories giving you an excellent visualization of the start and finish of your project.

As time is confirmed, approved or invoiced on each work item, the colour in the horizontal bar darkens indicating the progress. Rejected time is not included.

Therefore, when you create a new task, it will automatically become a Child Task of the Project Task.

1. Click Add to choose what you will add to the project: a Child Task, a Dependent Task or a User Story.

Here is a quick way to add a work item to a Parent Task without having to find and select that task from a list of other tasks.

1. Hover your mouse over the row of the task you want to be the Parent.
2. Click anywhere except on the link to highlight the row.

3. Click Add and select a Child Task. The New Project Task form opens. You will see that the Parent Task is already filled in.

When you set up a task or user story, you must add the related Task or User Story (or Parent Task), a Start and End Date, the name of the work item, and hours budgeted for the work. Start and End dates for these items may affect the end date of your project.

See Set up Project Tasks for more information.

Details

This tab gives you an overview of the project information. Most fields are locked (showing a lock icon) because they are calculated automatically by the resources connected to tasks and user stories.

You can change unlocked fields. These include but are not limited to Billing Type, Price List, Status, Status Reason (selection is governed by the Status you pick), and Project Manager.

The Start date is set and the End date is governed by the dates on the tasks and user stories. Project duration (in days) is calculated by the dates and does not include weekends.

Timeline

This is a place for miscellaneous notes about the project. They are arranged in chronological order and can be formatted and searched.

Team

Add your project resources here. Include people you want on your team, whether or not they are available.

The external resource toggle allows you to add a resource from outside your organization.

Click in the Contact field and press Enter to search your contacts.
If you have already assigned resources, they will show up in this list.

Time

Here you can add a time entry for work completed. This is one of many places where you can enter your time.

As Project Manager, you can toggle the Delegate Time to allow you to enter time for a Project Resource.

Note: If you do not toggle the switch, you will enter time for yourself. This is convenient functionality for a project manager who might want to enter time on behalf of a resource.

Milestones

This shows a list of all the Milestone tasks you set up.

User Stories

Here you can see a list of User Stories that were added to your project. You can add user stories from the main form under Schedule, or under this tab.

R.A.I.D.

This log is a key tool for the project manager allowing you to track important information about the project. Input can come from project resources, other stakeholders and customers. The tab will show you a list of R.A.I.D. items in the log.

You can also access this list, Issue Log, from the left navigation.

• Risks – These are issues that have not yet happened but that may affect the outcome of the project.
• Actions/Assumptions – Track dates of actions and if they need a follow up. Ensure assumptions are noted in case they incur changes in the project plan.
• Issues – Identified problems that occurred, and how they may affect the project.
• Key Decisions – Record who made the decision, when it was made or implemented and its justification.

You can choose to make an item visible to the customer or not. Upon creation of a log item, you will see additional information when you click the item.

In the Details tab, you can set the Impact and the Probability of the action.

Requirements

This tab refers to Project Resource Requirements. It will show you a list of Planned Roles that you have set up. You will see Budget and Assigned hours when a role is associated with a resource.

When you click on a role in the list, you will see more information.

Invoices

This shows a list of all invoices that have been issued on the project.

Documents

If project-related documents have been uploaded to the site, you will see them listed here. They are located in the account-related SharePoint Site in a folder named for the project

Related

This will show Audit History where you can see a full list of changes made to the account, which includes the date, time, and user who made the changes.