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Choose from the following options.

OptionDescription

Updates Allocation

Ask me each time - Projector presents a small calculator icon ( Image Modified ) next to each of the other two options. Clicking the calculator changes that value and leaves the other value the same.

Effort - increase or decrease number of hours to deliver the task

Duration - shorten or lengthen duration to deliver task

Updates Effort

Ask me each time - Projector presents a small calculator icon ( Image Modified ) next to each of the other two options. Clicking the calculator changes that value and leaves the other value the same.

Allocation - increase or decrease the percent of time a role is tasked

Duration - shorten or lengthen duration to deliver task

Updates Duration

Ask me each time - Projector presents a small calculator icon ( Image Modified ) next to each of the other two options. Clicking the calculator changes that value and leaves the other value the same.

Effort - increase or decrease number of hours to deliver the task

Allocation - increase or decrease the percent of time a role is tasked

Adds a New Role

Ask me each time - Projector presents a small calculator icon ( Image Modified ) next to effort and duration. Clicking the calculator changes that value and leaves the other value the same.

Total Effort - increase or decrease number of hours to deliver the task

Duration - shorten or lengthen duration to deliver task

Individual Allocations - leave effort and duration alone, increase or decrease allocation % across all roles

Individual project managers can override these defaults to suit their own preferences. Once a PM has decided what they want, changes here won't overwrite their personal preference.

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If you often create new tasks that are very similar to the previous task, this setting can save you a lot of time. When you click New on the task planning tab, the new tasks will be based on the previous task's values.