Module: Resource Management
Prerequisite: Access to the Project Portal smartsheet

Adding Categories

  1. If applicable update the ‘Category’ of the overall parent task:
    If you have a task which is the parent task to all other tasks, select ‘Overall’ from the ‘Category’ column.
  • If ‘Overall’ is selected within ‘Category’ for the activity the dashboard will include Smartsheet’s ‘% Complete’ value.
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  • If ‘Overall’ is NOT selected within ‘Category’ for the top level/first activity in the project schedule then NettTalent will calculate completion rate.
  1. a) Add a ‘Category’ and ‘Phase’ to a parent task:
    If subtasks of a parent task have the same applicable ‘Category’ and ‘Phase’ values then the subtasks’ ‘Category’ and ‘Phase’ values must be left blank.
  • In this case add the applicable ‘Category’ and ‘Phase’ to the parent task.
    Note: If you do not want a task to contribute towards the calculation of the completion rate ‘Category and ‘Phase’ cells must be left blank.

  • There are 4 levels of tasks – 1 parent task and 3 levels of subtasks. All subtasks relate to ‘Category’ – Platform and ‘Phase’ – Verify. Therefore, ‘Category’ – Platform and ‘Phase’ – Verify, are applied to the parent task and the subtasks are ignored.

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  • NettTalent includes the parent task’s ‘Duration’ and ‘% Complete’ when calculating the completion rate.
  1. b ) Add a ‘Category’ and ‘Phase’ to a subtask:
    If subtasks of a parent task have varied ‘Category’ and ‘Phase’ values then the subtasks’ ‘Category’ and ‘Phase’ values must be populated and the parent task ‘Category and ‘Phase’ values left blank.
    Note: If you do not want a task to contribute towards the calculation of the completion rate ‘Category and ‘Phase’ cells must be left blank.
  • The subtasks relate to different ‘Category’ values, Performance Management and Goal Management; the parent tasks’ ‘Category’ and ‘Phase’ values must be left blank all levels up.

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This means when NettTalent calculates the completion rate the parent tasks will be ignored and the subtasks will contribute towards the calculation of percentage complete.

How to Create a Go-Live Milestone

  1. Add Misc. to ‘Category’ and Go-Live to ‘Phase’ columns for go-live tasks:
    By allocating a task with ‘Category’ – Misc. and ‘Phase’ – Go-Live, the task will display within the ‘Go-Live Milestones’ section of the portal.

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  1. Update ‘Task Name’:
    The detail included in the task name cell will display as the ‘Go-Live Milestone’ label.

If there are multiple tasks with ‘Category’ – Misc. and ‘Phase’ – Go-Live, they will be listed chronologically within the ‘Go-Live Milestones’ section of the portal. The countdown will display as follows:

  • 0 days since, 1 day since, 2 days since....
  • 1 day until, 2 days until....

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