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Default task type

Last post 04-02-2008 11:56 AM by emarone. 3 replies.
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  • 12-08-2006 3:22 PM

    • AmyBrat
    • Top 150 Contributor
    • Joined on 11-02-2006
    • Albuquerque, NM
    • Posts 4

    Default task type

    Is there a way in PPM6 to globally, or at least at the individual project levels, set default task information. For example, I wan't the default for all tasks to be Fixed Duration and not Effort Driven. The only way I have been able to easily accomplish this is to create a MS Project schedule in which I can set the default task type and then import the tasks. But then I need to be very careful if I add a new task in PPM because the default task type is Fixed Units, Effort Driven.

    Your response is appreciated.

    Amy Bratkovic

    PNM Resources

    Albuquerque, NM

    amy.bratkovic@pnmresources.com

     

  • 12-11-2006 6:02 PM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 268

    Re: Default task type

    There currently isn't any way to change the default Task settings, or bulk update Task settings, although this is becoming a very popular enhancement request.  In the meantime, I find the easiest way to handle this is to open a Task in the Gantt chart, double-click a Task to open the details window, then use the Next/Previous buttons in the window to navigate through the Task list and change the applicable Tasks.  It's much more efficient to do it that way than trying to edit each task individually from the List or Outline views.  Just remember to save your changes before moving on to the next Task!
    Erik Marone | Daptiv Product Manager
  • 04-02-2008 12:43 AM In reply to

    • gost
    • Top 75 Contributor
    • Joined on 02-15-2007
    • Slovakia, Europe
    • Posts 9

    Re: Default task type

    Hi emarone,

    I am also voting for this enhancement request, it would be beneficial for us as well to be able to change the settings on a project level say to fixed duration and no effort driven, so hopefully, this will appear in one of your next release;)

    cheers

    stano 

     

  • 04-02-2008 11:56 AM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 268

    Re: Default task type

    Good news, this enhancement is actually included in our next release, due out this month:

    The default Task Type is changing to Fixed Duration for all Create Task options (Quick Add, Add Task and Gantt Chart), and it will actually remember each user's preference, so if you happen to prefer Fixed Work planning, you'll just need to change it once and that will persist for all Tasks you create in the future.  So, rather than it being a globally-defined setting, we're changing the default task type to the most frequently requested type, then we're allowing individual users to set their own preference if it's different.

    It will be a bit of a learning curve for users who have had to learn how to work with the existing less-than-ideal Create Task structure, but I think you'll be pleased with the changes.

    Cheers!
    -Erik

    Erik Marone | Daptiv Product Manager
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