Setting Services for Tasks

You can set values for the Service fields for tasks like setting any other editable fields on a work plan. You can also set the Service value for a specific task in the Task Details page.

To set Service fields on the work plan page:

  1. In the Project Summary tab of the Project Overview page, click Edit Work Plan.

    The Work Plan page opens.

  2. Select the task item that you want to edit the Service field for, click the selector icon for the Service field to select a different service setting, or simply delete the service value.

  3. Click Save to save your changes.

    If the Service field is required,

    • When you remove the service value for a child task and then click Save, the empty Service field for the child will be automatically filled with the parent task's service value.

    • Removing the service value for the root task is not allowed. If you do so, you will be prompted with an error message.

      To resolve the error, simply go back to the Work Plan page and specify a service value for the root task before you click Save.

  4. Click Done to exit the Work Plan page after you have finished editing the service value.