{"id":109216,"date":"2017-08-08T17:06:36","date_gmt":"2017-08-08T21:06:36","guid":{"rendered":"http:\/\/www.bu.edu\/tech\/?page_id=109216"},"modified":"2023-03-16T10:51:29","modified_gmt":"2023-03-16T14:51:29","slug":"how-to-use-project-scheduling-functionality","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/tech\/about\/service\/ppm\/project-and-program-managers\/how-to-use-project-scheduling-functionality\/","title":{"rendered":"How to use Project Scheduling Functionality with Project Tasks"},"content":{"rendered":"<p>More information on Project Tasks can be found in <a href=\"https:\/\/docs.servicenow.com\/bundle\/london-it-business-management\/page\/product\/project-management\/concept\/c_ProjectTasks.html\">ServiceNow Documentation &#8211; Project Tasks<\/a>.<\/p>\n<h1>Create a Project Task<\/h1>\n<ol>\n<li>Navigate to\u00a0<strong>Project<\/strong>&gt;\u00a0<strong>Projects<\/strong>\u00a0&gt;\u00a0<strong>All<\/strong>.<\/li>\n<li>Select the project from the list.<\/li>\n<li>In the Project Tasks related list, click\u00a0<strong>New<\/strong>.<\/li>\n<li>Fill out the form fields.<\/li>\n<li>Select a user resource for this task in the\u00a0<strong>Assigned to<\/strong><\/li>\n<li>Click\u00a0<strong>Submit<\/strong>.<\/li>\n<\/ol>\n<p><strong>Note<\/strong>: When creating a project task, the &#8220;Time Constraint\u201d field will default to \u201cStart ASAP.\u201d To change the planned date on a project task, select one of the following \u201cTime Constraint\u201d options: Start on specific date, Start to earlier than, Start no later than.<\/p>\n<p class=\"entryTitle\"><div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">VIDEO: How to create a new task and milestone tasks<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><br \/>\n<iframe loading=\"lazy\" width=\"400\" height=\"285\" id=\"kaltura_player\" src=\"https:\/\/cdnapisec.kaltura.com\/p\/2159741\/embedPlaykitJs\/uiconf_id\/54272102?iframeembed=true&#038;entry_id=1_3tovs3gr\" allowfullscreen=\"allowfullscreen\" webkitallowfullscreen=\"webkitallowfullscreen\" mozallowfullscreen=\"mozallowfullscreen\" frameborder=\"0\" title=\"Kaltura Player\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<p><\/div>\n<\/div>\n<\/p>\n<h2>Guided Tour<\/h2>\n<p>In ServiceNow, there is a Guided Tour for new Project Tasks.<\/p>\n<p>To access the Guided Tour, while you are in the New Project Task form, click the Help Sidebar button at the top of the screen.<a href=\"\/tech\/files\/2017\/08\/Help-Sidebar.png\"><img loading=\"lazy\" src=\"\/tech\/files\/2017\/08\/Help-Sidebar.png\" alt=\"Help Sidebar\" width=\"139\" height=\"93\" class=\"size-full wp-image-112989 alignright\" \/><\/a><br \/>\nClick the Take a Tour button.<br \/>\nThe tour will start and walk you through the fields on the Project Task form.<\/p>\n<h1>Planning Console<\/h1>\n<p>The Planning Console is an alternative way to view and work with project tasks.<\/p>\n<p>To access the Planning Console for a project, click the &#8220;Planning Console&#8221; link under Related Links on the Project form.<\/p>\n<p><img loading=\"lazy\" src=\"\/tech\/files\/2019\/01\/Project_Related_Links.png\" alt=\"\" width=\"195\" height=\"196\" class=\"alignnone size-full wp-image-118913\" srcset=\"https:\/\/www.bu.edu\/tech\/files\/2019\/01\/Project_Related_Links.png 195w, https:\/\/www.bu.edu\/tech\/files\/2019\/01\/Project_Related_Links-150x150.png 150w, https:\/\/www.bu.edu\/tech\/files\/2019\/01\/Project_Related_Links-100x100.png 100w\" sizes=\"(max-width: 195px) 100vw, 195px\" \/><\/p>\n<p>More information on the Planning Console can be found in <a href=\"https:\/\/docs.servicenow.com\/bundle\/london-it-business-management\/page\/product\/project-management\/concept\/c_TheProjectPlanningConsole.html\">ServiceNow Documentation &#8211; Planning Console.<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h1>Dependencies<\/h1>\n<p>The\u00a0Project Management\u00a0application enables you a create parent-child relationships between tasks and dependencies, such as finish-to-start and finish-to-finish, between tasks. In order for the project tasks to change dates and follow the dependencies, the Time Constraint field needs to be set to &#8220;Start ASAP&#8221; which is the default setting.<\/p>\n<p>This table explains the types of task relationships and dependencies that you can create.<\/p>\n<table width=\"713\" height=\"1097\">\n<tbody>\n<tr>\n<td width=\"100\"><strong>Concept<\/strong><\/td>\n<td width=\"371\"><strong>Description<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Finish-to-start dependency<\/td>\n<td width=\"371\">A dependency that indicates that a task must not be started until its predecessor finishes.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Start-to-start dependency<\/td>\n<td width=\"371\">A dependency that indicates that a successor task must not be started until the predecessor task has started.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Start-to-finish dependency<\/td>\n<td width=\"371\">A dependency that indicates that a predecessor must not be finished until the successor task starts.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Finish-to-finish dependency<\/td>\n<td width=\"371\">A dependency that indicates that a task must not be finished until another task finishes.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Lag time<\/td>\n<td width=\"371\">A manually specified time break between predecessor and successor tasks.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Parent task<\/td>\n<td width=\"371\">A project task with smaller tasks, referred to as child tasks, underneath it. Child tasks break down the work of a parent task into more manageable subsets. Certain fields for child tasks, such as planned end date, roll up and affect the same field in the parent task.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Child task<\/td>\n<td width=\"371\">A project task that is a subset of a larger task. Child task start dates cannot occur before the start date of the parent task.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Rollup task<\/td>\n<td width=\"371\">Another term for a parent task in the context of aggregating child task items, such as effort or resources, into a larger parent task calculation. All fields on rollup task forms are read-only.<\/td>\n<\/tr>\n<tr>\n<td width=\"100\">Roll down<\/td>\n<td width=\"371\">State changes roll down from the project to project tasks, and from parent tasks to child tasks.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Note:<\/strong>\u00a0Only one relationship can exist between two tasks.<\/p>\n<p>&nbsp;<\/p>\n<h1>Create Relationships<\/h1>\n<p>&nbsp;<\/p>\n<p>Relationships between tasks are created and modified in the Planning Console. The planning console is divided into the following sections:<\/p>\n<ul>\n<li>A list of the project tasks if you open the planning console for a project.<\/li>\n<li>The &#8220;Gantt chart&#8221;.<\/li>\n<li>Banner icons and lists for performing tasks on the console.<\/li>\n<\/ul>\n<p><a href=\"\/tech\/files\/2017\/08\/tasks3.jpg\"><img loading=\"lazy\" src=\"\/tech\/files\/2017\/08\/tasks3.jpg\" alt=\"tasks3\" width=\"1529\" height=\"487\" class=\"alignnone size-full wp-image-109221\" srcset=\"https:\/\/www.bu.edu\/tech\/files\/2017\/08\/tasks3.jpg 1529w, https:\/\/www.bu.edu\/tech\/files\/2017\/08\/tasks3-636x203.jpg 636w, https:\/\/www.bu.edu\/tech\/files\/2017\/08\/tasks3-768x245.jpg 768w, https:\/\/www.bu.edu\/tech\/files\/2017\/08\/tasks3-1024x326.jpg 1024w\" sizes=\"(max-width: 1529px) 100vw, 1529px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>The\u00a0<strong>Predecessor<\/strong>\u00a0column on the planning console can specify dependencies between tasks. The values that you put in this column must be in the following format:<\/p>\n<p>{Task number}{Task type}+{Lag time}<\/p>\n<p>Where<\/p>\n<ul>\n<li>Task numberis the number of the predecessor task in the relationship.<\/li>\n<li>Task typeis one of the\u00a0types of dependencies\u00a0that the application supports.<\/li>\n<li>Lag timeis the amount of time, in days, to delay the start of the dependent task. This value can be positive or negative integers.<\/li>\n<\/ul>\n<p>The values are entered without the curly braces {}. See the examples in the table.<\/p>\n<table width=\"0\">\n<tbody>\n<tr>\n<td width=\"156\"><strong>Dependency type<\/strong><\/td>\n<td width=\"90\"><strong>Example<\/strong><\/td>\n<td width=\"432\"><strong>Additional information<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"156\">Finish to start<\/td>\n<td width=\"90\"><strong>1.1fs+0<\/strong><\/td>\n<td width=\"432\">The task you are editing starts when task 1.1 is finished.<\/td>\n<\/tr>\n<tr>\n<td width=\"156\">Start to start<\/td>\n<td width=\"90\"><strong>1.1ss+0<\/strong><\/td>\n<td width=\"432\">Task 1.1 cannot finish until the task you are editing finishes.<\/td>\n<\/tr>\n<tr>\n<td width=\"156\">Start to finish<\/td>\n<td width=\"90\"><strong>1.1sf+0<\/strong><\/td>\n<td width=\"432\">Task 1.1 cannot start until the task you are editing finishes.<\/td>\n<\/tr>\n<tr>\n<td width=\"156\">Finish to finish<\/td>\n<td width=\"90\"><strong>1.1ff+0<\/strong><\/td>\n<td width=\"432\">The task you are editing cannot finish until task 1.1 finishes.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>You can also create and edit dependencies from the Gantt chart by clicking the relationship line.<\/p>\n<ol>\n<li>Click a task on the Gantt chart portion of the planning console. A white circle appears on either end of the task, one at the start of the task and the other at the end of the task.<\/li>\n<li>Click one of the white circles and drag it to the start or end of another task. The dependency is created.<\/li>\n<li>Double-click the dependency line to see the dependency on the Planned Task Relationship form.<\/li>\n<li>Confirm that your dependency is correct. You can\u00a0make changes to the dependency\u00a0as needed.<\/li>\n<\/ol>\n<p>You can add project tasks from the Planning Console.<\/p>\n<p style=\"padding-left: 30px;\">From the Planning Console, located in the left hand nav, You can now add a task by selecting an existing task and clicking the plus sign (<img src=\"\/tech\/files\/2017\/08\/image.jpg\" alt=\"image\" \/>) that appears to the right of the task.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>More information on Project Tasks can be found in ServiceNow Documentation &#8211; Project Tasks. Create a Project Task Navigate to\u00a0Project&gt;\u00a0Projects\u00a0&gt;\u00a0All. Select the project from the list. In the Project Tasks related list, click\u00a0New. Fill out the form fields. Select a user resource for this task in the\u00a0Assigned to Click\u00a0Submit. Note: When creating a project task,&#8230;<\/p>\n","protected":false},"author":13466,"featured_media":0,"parent":108395,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/109216"}],"collection":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/users\/13466"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/comments?post=109216"}],"version-history":[{"count":11,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/109216\/revisions"}],"predecessor-version":[{"id":144118,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/109216\/revisions\/144118"}],"up":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108395"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/media?parent=109216"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}