Project Tasks

Project Tasks is an Experience Designer application and one of several applications that replace the Project Portal mashup.

You can use the application to find a project, review all associated tasks, add new tasks for team members, update task statuses, or remove completed or obsolete tasks, all within a single, integrated interface.

The primary purpose of the Project Tasks application is to enable users to efficiently manage project-related tasks. Users can search for projects, view all tasks associated with a selected project, and perform key actions such as adding, updating, and deleting tasks.

M3 Business Engine Configuration

M3 Project Management is required to run the Project Tasks application.

See the Components section for details regarding specific configuration for each component.

Application authorization

To access and run the Experience Designer application, you must be authorized to the M3 Business Engine functions and API transactions used by the application.

This table shows the functions and transactions used by the Project Tasks application:

Function or API Transaction Comment
POS410MI AddTask
POS100MI LstElement1
POS100MI SearchProject Function search enabled on table BPROJS
POS015MI LstProjectMngrs
PDS010MI List
POS410MI DelTask
M3_LIST_BPROJS M3_01_01 Function search enabled on table BPROJS
POS410MI GetTask
POS410MI LstTask1
POS410MI UpdTask
CRS008MI ListFacility

How to use the application

You can use the application as a standalone option by searching for a project and selecting a project in the index list, or you can open the application from another application.

When you open the application from another application, the selected project number in the first application is set as the default in the IndexList in the Project Tasks application.

The DataGrid lists all connected tasks to the selected project. You can add, update, and delete tasks in the application.

Components

This table shows the specific configuration per component:

Component Component details
IndexList

Component ID: IndexList_Project

Purpose: Lists all projects and categories in the userContext company and division

M3BE data used: 'Project. Open' (POS100)

Data services used: Search_Project

DataGrid

Component ID: DataGrid_Tasks

Purpose: Lists all tasks to the selected project in IndexList_Project

M3BE data used: 'Project. Connect Tasks' (POS410)

Data services used: Lst_Tasks, Dlt_Tasks

Form

Component ID: Form_Details

Purpose: Displays details for the selected task in DataGrid_Tasks

M3BE data used: 'Project. Connect Tasks' (POS410)

Data services used: Get_TaskDetails, Upd_TaskDetails

Links and bookmarks

This table shows the available links and bookmarks in the application:

Link ID Type Purpose
Link_PrjInformation M3 Bookmark Open other application
Link_PrjScheduling M3 Bookmark Open other application
Link_ManageWBS M3 Bookmark Open other application
Link_PrjChecklist M3 Bookmark Open other application
Link_MngPrjQuote M3 Bookmark Open other application
Link_MngProject M3 Bookmark Open other application

Dialogs

This table shows the dialogs that you can use in the application:

Dialog ID API program Purpose
Dialog_AddTask POS410MI_AddTask Add project task

Conditional styles

This table shows the styling conditions applied to each component in the application:

Component Condition name Target field Condition Styling
IndexList_Project Condition_VWQKPU PROJ Note equal to BLANK Colored and bold text
IndexList_Project Condition_DVLUJ2 POTK Note equal to BLANK Colored and bold text
IndexList_Project Condition_KO3AMB STAT = 05-09 Text
IndexList_Project Condition_KO3AMB STAT = 10-19 Text
IndexList_Project Condition_KO3AMB STAT = 20-59 Text
IndexList_Project Condition_KO3AMB STAT = 60-79 Text
IndexList_Project Condition_KO3AMB STAT = 80-89 Text
IndexList_Project Condition_KO3AMB STAT = 90-99 Text