Managing Tasks

The Tasks sub-module contains a list of tasks created in Emptoris® Program Management. You can create tasks within a project or a milestone.

A user with project manager role can view all the tasks associated to the project. However, a user with a project participant role can view only the tasks assigned to the user.

Definition

A task is an activity that can be performed by a single user.

Permissions

The following table lists the task permissions available to users with various roles:

Table 1. Task Permissions
Role	Permissions to Access Tasks
Program Administrator	All tasks.
Program Manager	All tasks within projects associated to a program that is created by the Program Manager.
Project Manager	All tasks in a project created by the Project Manager.
Project Participant	The assigned projects.

Task Status
The task status determines the status of the associated project and the program. The task status is updated based on the Task Management properties configured in Emptoris Program Management. You can track a task by the task status.
Creating Tasks
You can create tasks within a project or within milestones in a project, and then assign these tasks to users. A task is an activity that can be performed by a single user.
Assigning Tasks within a Project or Milestone
You can create tasks within a project or within milestones in a project, and then assign these tasks to users. A program administrator, program manager, or a project manager can assign tasks to users.
Assigning Tasks from Tasks Page
You can create tasks within a project or within milestones in a project, and then assign these tasks to users. A program administrator, program manager, or a project manager can assign tasks to users.
Adding or Replacing Rules
You can create dependencies within a set of tasks by adding rules to the tasks. The rules determine the sequence of tasks to be performed under a project.
Linking Contracts to Tasks
You can link an Emptoris Contract Management contract to a task and view the contract details from Emptoris Program Management. You can also link a contract that is created in Emptoris Program Management to a task.
Unlinking Contracts from Tasks
You can unlink an Emptoris Contract Management contract from a task. The change history is maintained for the task.
Linking Sourcing Events to Tasks
You can link an Emptoris Sourcing event while creating or editing a Sourcing Event task. You can link sourcing events to all tasks except the completed tasks. After you search for an event with the required criteria and link the event, you can view the summary and the wizard in Emptoris Sourcing.
Unlinking Sourcing Events from Tasks
You can unlink an Emptoris Sourcing event from a task.
Adding Suppliers to Tasks
You can manually add or remove suppliers from tasks that are linked to Emptoris Sourcing events. Users who own a task or are assigned to a task can add suppliers to tasks. Users cannot add suppliers to closed tasks.
Executing Tasks
A project participant can work on the assigned tasks in Emptoris Program Management.
Editing Tasks
A project participant can edit the assigned tasks in Emptoris Program Management by updating the percentage completion to track the task status. Based on the percentage completion and the scheduled dates, Emptoris Program Management updates the task status as configured in the Task Management.
Completing Tasks
A project participant can mark the assigned task as complete in Emptoris Program Management. You can also specify the amount of task that is completed as a percentage value.

Parent topic: Program Management