Tasks Summary

Owned by Lisa Foster
Last updated: Jun 13, 2022
2 min read

Tasks Summary provides a quick and concise overview of Projected (Finish) Dates for all of the Tasks in the selected WorkPlan.  

 





Tasks Summary Page

 



  • One row per Workplan Instance

  • Tasks picked as Columns

  • Each column has one Date per Task per Workplan.

  • Color coding on the cell is based on The statuses of Actual Finish Date, Projected Finish Date, the Current Date, and the N/A flag



Users may 'Pin' features by using the ellipsis menu

 



Filter by Task Date

Filtering by WorkPlan Task Dates (Baseline, Projected, Promised, Actual, Early, Late, and Configured Date Pairs) is available on the Filter Options.







Using Task Date Color Legend


The Projected Dates are color-coded for you to quickly and easily see the progression of the displayed WorkPlans.  To see the Color Legend, click the ‘Task Date Color Legend’ Icon.

 

Task Color Legend Example

 





Exporting Task Details

You can easily export the data displayed in the rows of the Task Details Application Grid to a CSV file or directly to XLS by clicking the ‘Export’ Icon.

 



Showing Vizion Link Text of the Grid

You can show the Vizion Link (SQL) that was executed to pull the data for the grid by clicking the ‘Vizion Link’ Icon.

 

 

Editing WorkPlan Details

The "Info" button was added for the "WorkPlan Name" field. It opens the WorkPlan details form.