1. In the menu bar click WBS Level/Tasks>>Add>>Task.

Create Task window is displayed. 

Here you can enter task related properties.  For more information on creating a tasking see Creating a task and scheduling the task.

1. In the menu bar click  WBS Level/Tasks>>Add>>WBS Level.

Create Task window is displayed. 

Here you can enter WBS Level related properties.  For more information on creating aWBS Level see Creating a WBS Level.

1. Select an Object Type. A task or document can be selected as an object type.
2. Select a Relation. You can either Link or Refer a document or task to a selected task.

Linked documents are primary deliverables of a task. When a linked document is completed or released, the task is also completed. Also when the linked document is revised, task is also revised. Referred documents are only used for reference purpose. Referred documents does not have any control over the progress or completion of a task.

NOTE: If a task has no Rule of Credit assigned to it, but tasks linked to it have Rule of Credit assigned, the progress of the task is based on the progress of the linked tasks progress. On the other hand referred tasks are just for reference and does not have any effect on the execution of tasks.

3. Select a Mode. Options available are New and Existing in WRENCH. You can either link or refer a new document to the selected task or a document existing in WRENCH. In the case of tasks, only an existing task in WRENCH can be linked or referred to a task. 
4. You can link single or multiple objects to a task. Depending on your need select between the options Single or Multiple.

1. In the WBS select single or multiple tasks.
2. In the task operations menu click Schedule.

Task Scheduled Successfully window is displayed.

1. In the WBS select single or multiple tasks.
2. In the task operations menu click Start Workflow.

Workflow window is displayed.

Figure: Workflow window

4. Select a workflow from the drop-down list.
5. Click To..to select resources for the workflow stage.
6. Click Start Workflow.

NOTE: If the workflow has to be redirected to a different stage after starting the workflow, select a workflow stage in the drop-down list next to the option Redirect to selected stage on start,

In case there is a pre-defined workflow assigned, the task is started and the first stage is active with the pre-defined user.

1. In the WBS select single or multiple tasks.
2. In the task operations menu click Schedule and Start Workflow.

If the selected tasks has workflow assigned to them. task is scheduled and the workflow is started. If there are no workflow assigned to the task, Assign Workflow window is displayed.

In case a workflow is not assigned to the added document, workflow window is displayed.

1. Select a workflow from the drop-down list.
2. Click To..to select resources for the workflow stage.
3. Click Start Workflow.

NOTE: If the workflow has to be redirected to a different stage after starting the workflow, select a workflow stage in the drop-down list next to the option Redirect to selected stage on start,

1. Select single or multiple tasks and in the menu click Send.

Send window is displayed.

2.  Click To..to add recipients from a User List window.
3. Click the Send tab to send to next stage.
4. Click Sequencing to define a sequence or to modify an existing sequence. 
5. Sequencing window is displayed. Here you  can set the Sequence and Planned dates for each user in the next stage. 

NOTE: The sequence of the existing user cannot be updated if the sequence is locked in the workflow.

Workflow:  The name of the workflow assigned to the document is displayed here. A preview of the workflow is also displayed in the preview area.

Next Stage: Here the next stage in the workflow is displayed by default. You can bypass an existing stage and move to the next stage or redirect to a different stage.

1. In the Send window click  Redirect.

Figure:  Redirecting stages

2. Select the stage to which you want to redirect the document.

3. Click OK to confirm changes.

If resources are assigned to the stage, task is sent to the next stage. Or else you have to select resources for the next stage.

1. Click the To. button.

User List window is displayed.

2. In the user list window choose the users whom you want to add as recipients.
3. Click OK to continue.
4. Cc :  Recipients to whom the document has to be sent for information can be selected here.

NOTE: When typing in the user name a list of users are displayed. Login name is displayed along with the user name as displayed in the following figure. This helps in preventing any confusion that may arise when users with identical user name exists.

In the Send window you can set a Planned Date for the next stage. Once a Planned  Date is set, the workflow stage is closed, after the date expires. 

Automatic closing of workflow stages after planned date

This is based on a setting defined in WRENCH Masters, when workflow stages are configured. Planned Date is calculated based on the lead time entered in workflow organizer. The number of hours entered as lead time is added to the current date.

For more information on sending tasks refer Sending documents and tasks through a workflow.

1. In the WBS select the task and in the menu click Update Client  Comments.

Update Client Comment window is displayed.

Figure: Updating Client Comment

Option to select comment file from WRENCH or from a location in your system is available. Select the respective radio button to select a comment file from your preferred location.

Select a File: Click this field to choose the comment file, if the radio button next to Add New is selected. File selection window is displayed. Select the client comment from the location where it is stored.

 If the radio button next to From Wrench is selected, you can type in the client comment file number saved in WRENCH. As you type in a list of files with matching characters is displayed. Select the file from the list or enter the file name.

Approval Status Code (Internal): Select an approval status code from the drop-down list where a pre-defined list of codes will be available.

Fields Approval Status Code (Client) and Approval Status Description is filled in based on the internal status code selected.

Receive Back Date: This is the date on which the document was received after client comments. By default current date is displayed as the receive back date. Select the date from a date picker.

Client Reference Number: Enter the client reference number.

2. Click OK to store changes.

1. In the WBS menu click the option “Update Internal Response”.

Update Internal Status Code window is displayed.

Figure: Update Internal Approval Status Code window

2. Select the code from the drop down available and the corresponding description is auto-filled. 
3. Update Expected Receipt date using the date picker.
4. Click OK to completes the operation. 

This operation can be done for single and multiple tasks.

1. In the WBS select the tasks that are to be updated. Ensure the selected tasks are of the same WBS and same Status. 
2. In the menu click Update Task Details. 

Task Details window is displayed.

Figure: Update Task Details window

3. Click Edit to update task details. In the task details tab, Basic Task Details, Document Details, Origin Details, System Details, Area Details, Approval Status Code Details and Custom Details can be updated. After updating the values click OK to save changes.

Updating schedules

Schedule details can be updated from this window. In the Schedules tab, by default any value will not be displayed. 

To update schedules

1. Select a ‘Project Rule Set’ and update the schedules. User is not permitted to add manual rules. 
2. Click  “OK”. Values get updated for the selected tasks. The schedules will be applied to the selected tasks. 
3. Click Cancel, to close without saving any changes. 

Figure: Updating Schedules

Updating workflow

Workflow tab will not display any workflow by default. Workflow of tasks that are Work In Progress cannot be changed.

To assign workflow

1. Select a workflow from the drop-down list and click OK. Workflow is assigned to the selected task.

NOTE: Active workflow preview will be available only after workflow is started successfully.

Updating Checklists

Checklists tab will not display any values by default. User may choose a checklist and assign it to the selected tasks. 

To update checklists

1. Click Assign.

Checklist Master window is displayed.

2. Select the checkbox next to the checklist names that is to be assigned to the task and click OK.

Figure: Checklist Master window

The selected checklists get assigned to the tasks along with already available checklists if any. 

1. In the WBS select the task that you want to revise.
2. In the WBS Level/Task Operations menu click Revise Task.

A warning message "Do you want to revise the selected task" is displayed.

3. Click OK. Task Revised successfully message is displayed.

The status of the task changes to Unscheduled.

NOTE: This operation is not permitted on WBS Levels.

1. Select a task.
2. In the task operations menu click Send to Personal Folder.

Pin To Smart Folder window is displayed. Task Smart Folders are listed here.

3. Select the folder to which you want to send the task and click OK.

Item Pinned Successfully message is displayed.

1. In the WBS select a task.
2. In the task operations menu click Reassign.

Workflow window is displayed.

Figure: Reassigning stage resources

3. Select a stage and replace the resources for that stage.
4. Click Save to complete the reassigning process.

1. In the WBS grid select the tasks.
2. Click WBS Level/Tasks.
3. In the menu click Bulk Update Progress>>Quantity.

Bulk Update Progress window is displayed. If the checkbox next to Show Pending Tasks Also is selected, all delayed tasks irrespective of the applied filter  is also displayed.

Figure: Bulk Update Progress window (Quantity)

4. Click Browse to change the selected WBS level.
5. WBS Levels window is displayed. WBS Levels are displayed here. If the checkbox next to Select Multiple Levels is selected, option to select multiple WBS Levels is enabled.Select the required levels and click OK to complete selection. 

Figure: Selecting WBS Levels (Single and Multiple)

In the drop-down next to Filter Based On Planned Dates the following filters  can be selected.

• If the filter Current Date is selected, all tasks that are not completed and the current date is within the ‘Start’ and ‘Finish’ dates of the task is filtered.
• If the filter Current Week is selected, all tasks that are not completed and the schedule falls within the start and finish of the current week is filtered.
• If the filter Current Month is selected, tasks that are not completed and the schedule falls within the start and finish of the current month is filtered.

NOTE: The preceding window is displayed in the case of quantity based tasks. In the case of date based tasks a different window is displayed.

1. In the window enter the new quantity and date on which the progress was achieved (Achieved On.)
2. Click Update Progress.

Updated Successfully message is displayed.

If zero or no value is provided as the value for earned progress percentage and achieved quantity, following  warning message is displayed.

On clicking YES, tasks with value zero or no value is ignored, and remaining tasks are updated. On clicking NO, the same page is displayed.

Uploading files against each entry in Bulk Update Progress window

When updating the daily progress against a task in the Bulk Update window, it may be required to upload files or images against each update. For this a new column RELATED FILES is available in the window.

To upload files or images

1. In the RELATED FILES column click the hyperlink View.

Figure: Uploading files

Related Files window is displayed.

Figure: Related Files window

Related files already added are displayed in the window.

2. Click Add to attach a related file. Select files window is displayed.
3. Select the required file from the from the location where it is saved. 
4. Click Close to close the window.

Facility to delete the related file and download the related file are also available in the window.

Option to filter tasks based on achieved on date

In some scenarios, when user update the progress of tasks daily, the work in progress tasks is the same as the tasks which are updated on the previous day. Hence in the Bulk Update Progress window, for quantity-based tasks, facility to filter the tasks with ‘Actuals’ updated on previous day or a specific date is provided.

In the window if the Filter Type selected is Actual Achieved On, a date picker to choose the Achieved On Date is displayed.

User will be permitted to select only date lesser than the current date.  On choosing the date, the list of tasks with a new quantity registered on the corresponding date are filtered and displayed.

1. In the WBS grid select the tasks.
2. Click WBS Level/Tasks.
3. In the menu click Date.

Bulk Update Actual window for date is displayed. Here values for Last Updated Progress, Early Progress and Last Progress are displayed. 

Figure: Bulk Update Actual (Date) window

5. Enter values for earned progress and click Save. Progress will be updated based on the earned progress entered.

If zero or no value is provided as the value for earned progress percentage and achieved quantity, the following warning message is displayed.

On clicking YES, tasks with value zero or no value is ignored, and remaining tasks are updated. On clicking NO, the same page is displayed.

When user update earned progress of the date-based tasks with rules, system verifies whether the given earned progress is less than or equals to planned percentage of subsequent rule. If not, an alert message is displayed in the Remarks column.

Figure: Bulk Update Actual window

1. In the WBS select single or multiple tasks.
2. In the WBS window click WBS Level / Tasks.
3. In the menu click Subscribe for Notification>>Configure Notification.

Configure Notification window is displayed.

 Figure: Configuring  Notifications

Notifications can be configured for the following events or occasions.

• When a task/rule is started (Work started on a task).
• When a task/rule is completed (Hundred Percent).
• When a task /rule is delayed (Not hundred percent even after the scheduled finish date).
• Defined number of days before the scheduled start date of a task/rule.
• Defined number of days before the scheduled finish date of a task/rule.
• Defined number of days after the task/rule is started.
• Defined number of days after the task/rule is completed. 

4. Select an event and click Add to select the resources who are to be subscribed for notification. Search User window is displayed. Select the users for including in the notification subscription list.
5. Against each of the selected user names, you may specify (select) the notifications as required.

NOTE:  Configure the subject and content for the mails generated during various task notifications. In order to configure the mail subject and content click the link "Notification Mail Configuration." For more information on configuring the task notification mails refer WBS>>Mail Configuration. Suppose notification is set “On Event” for Forecast Start Date. User will receive a notification once the forecast start date is set. User will again receive a message when the forecast start date is changed. But notifications are not send when user changes the Forecast Start Date after updating the Actual Finish Date.

1. In the WBS select single or multiple tasks.
2. In the WBS window click WBS Level / Tasks.
3. In the menu click Subscribe for Notification>>Inherit Notification.

Following message is displayed.

4. Click OK to continue with inheriting notification configured in genealogy.

1. In the WBS window tool bar click Filter.

Filter tasks window is displayed. 

Figure: Filtering Tasks

The following properties are displayed in the window by default.

• Task Name: Enter a task name and select a comparison operator from a drop-down list. By default the value is Contains.
• WBS Level Code: Click the browse button to select a WBS Level Code from a WBS List.
• Project ID: Click the browse button to select a Project.

2. In case additional filtering options are required, click Add Criteria.

Figure: Selecting filter criteria

3. Criteria selection box is displayed. Select the checkbox next to the required filter criteria and click OK.
4. In the Filter Tasks window click OK to filter the tasks based on the selected criteria.

Tasks are filtered and displayed based on the selected criteria.

1. In the WBS Level/Tasks menu click DPR Report.

DPR Report window is displayed.

2. In the window select From date and To date and click Search.

Figure: Generating DPR report

A report is generated and is displayed in the grid.

Files uploaded for a rule can be viewed from DPR Report grid.

To view related files

1. Click the hyperlink View, displayed in the column RELATED FILES.

Related Files window with the uploaded files against that rule is displayed.

Figure: Related files window

In the window provision to add, remove and download a related file is available.