Project management basics

Learn more about the fundamental terms and components used in iTaskX.

In project management, a task is an activity that needs to be accomplished within a defined period of time.

To define your tasks most effectively, take into account the following guidelines:

  • Break down tasks to the level of detail that you want to track. You should break them down in greater detail for riskier areas.
  • Make sure that tasks have clear completion criteria.
  • Define tasks that are short compared with the overall project duration. Shorter tasks allow you to more easily estimate time and resources.
  • Avoid defining such things as vacation or training as tasks.

iTaskX also calculates automatically outline numbers for each task based on the outline structure of the task list. Outline numbers consist of numbers only, and you cannot edit them. They do, however, change automatically when you move a task up or down in the task list.

Resources are typically people included in your project plan, whether or not they are assigned to tasks. However, a resource could also include anything that is used to complete a project, including, materials and costs.

iTaskX offers 3 types of resources:

  • Work resources are the people who complete the tasks in your project.
  • Material resources are the tools you need to get your project done. These may include things like concrete, steel, pipe, wood, computers...
  • Cost resources are fees associated with your project. These may be things like travel costs.

Assignments are the associations between specific tasks and the resources needed to complete them. More than one resource can be assigned to a task. All types of resources (Work, Material, Cost) resources can be assigned to tasks.

You can make adjustments to the assignments you made, check for over allocations, and perhaps resolve over allocations.

iTaskX uses the following types of calendars to determine resource availability and the way tasks are scheduled:

Base calendar
A Base-Calendar is used for the Project-Calendar, Task-Calendars and as template for Resource-Calendars. 3 base calendars are provided with iTaskX:

  • Standard (8:00 AM to 5:00 PM weekdays, with an hour off for lunch)
  • 24-Hours (Reflects a schedule with continuous work, such as a mechanical process)
  • Night Shift (Reflects a graveyard shift schedule of Monday night through Saturday morning, 11:00 PM to 8:00 AM, with an hour off for break)

iTaskX calculates when a resource and task are scheduled to work by using the calendars in the following order: Project-Calendar, Resource-Calendar, and Task-Calendar.

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