Editing a Task in the Gantt Chart

Project managers can edit project tasks from the Gantt Chart.

Note: You can also edit a Task from the Task List. For more information, see Editing a Task.

TO EDIT A TASK IN THE GANTT CHART:

1. Navigate to the workspace whose task you want to edit.
   You need to check the schedule out before you edit a task.
2. Click Tasks in the Workspace Menu, then click Check Out Schedule.
   If the task schedule is already checked out, a Check In Schedule link displays on the Tasks menu, and a Check In button displays at the top of the List and Outline views. For more information, see Checking Out the Task Schedule for Editing.
3. In the Tasks area of the Workspace Menu, click Gantt Chart.
   The Gantt chart displays in a new window.
   
4. Grab and pull the vertical divider to the right toward the Gantt chart to reveal more of the Task Grid.
5. On the left of the Gantt chart, select the task you want to edit by clicking the task number.
6. To edit the basic details of the task, do one of the following:

• In the Task Grid, type the changes in the task details fields:
  
  
   
• In the Gantt Canvas, double-click on the task bar for the task whose details you want to change.
  The Task Details window opens:
  
  
  
  

1. In the General tab, edit the task name, description, start and finish dates, duration, priority, planned work, status, and percent complete, as required.
2. On the Advanced tab:
3. To set a constraint on when the task will start or finish, select a constraint from the Constraint Type list. For more information, see Task Constraints.
4. To change the task type, select Fixed Work, Fixed Units or Fixed Duration from the Task Type list. A task's type determines which task property remains fixed when other properties are changed. For more information, see the Task Types Overview.
5. To mark the task as effort-driven, select Effort-driven. For more information, see the Effort-driven Tasks Overview.

3. If the task has cross-project dependencies these are displayed at the bottom of the Advanced tab. Clicking the task name will open the Task Details window for that task. For more information, see Cross-Project Dependencies Overview.
4. Click OK to close the Task Detail window.

7. To save your changes, close the Gantt chart and check in the schedule.

Related Topics:

• Assigning Team Members to a Task—How to assign team members to tasks in the Gantt Chart.

• Editing a Task—About editing project tasks.
• Gantt Chart Overview—About the Gantt Chart in Changepoint PPM.
• View Features of the Gantt Chart—Key features for viewing information in the Gantt Chart.

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