Add Task Details

Add task details to a project from the Planner. The task information screen captures detailed planning information for the project and allows for the selection of additional details such as task type, notes, etc.

Steps

1. Navigate to Planner.
   OR
   Navigate to Planner with Selected Project.

2. Double-click on the task band or icon in the Schedule.
   
   The Task Information dialog box opens.
   

3. Verify (or change) the Task Name.

4. Select the Task Type from the drop-down list. The task types are defined in PlanNet.

• Well

• Wellbore

• Operation

• Phase

• Task

5. Select the Task Lookup from the drop-down list. The Task Lookup drop-down list is based on the previously selected task type.

6. Verify (or change) the Start and End date.

7. View the Duration in days. The duration is automatically calculated based on the Start and End Date.

8. Type the Priority of the task as it relates to the project.

9. Type the Percent Completed (%) for the task.

10. Type Notes that relate to the task as it relates to the project.
    Notes:  Use the formatting options to add emphasis to the notes and descriptions.

11. Click the Predecessor tab.
    The predecessors are the dependencies between tasks associated with the project.
    See dependencies for a detailed explanation of all dependencies relate.
    

12. Click .
    A new line appears with drop-down list.
    

13. Select the appropriate Task Name.
    Note: Only tasks that are in the project display excluding the current task you are editing.

14. Select the Type of predecessor/dependency.

15. Click .
    The Task Information closes and Schedule appears with the changes.
    

See Also

Assign Resources to Task