PlanTasks
Maintains a collection of tasks within a project plan, including assignments, deadlines, and dependencies for a given project or project phase.
Workday Resource Information
Retrieves all project plan tasks for a project or project phase. Contains a Delete flag. You can specify 0 to delete the Project Plan task, or specify 1 to prevent deleting the Project Plan task. You can filter the project plan tasks by Project, or ProjectPlanPhase {id}.Secured by: Manage: Project Plan
Scope: Project Tracking
Columns
| Name | Type | ReadOnly | Description |
| Id [KEY] | String | False |
Unique identifier for the project plan task instance, used for reference and tracking. |
| BillableTask | Bool | False |
Indicates whether the project plan task is billable. If the value is 'false,' the time recorded against this task will not be billed to a client. |
| Closed | Bool | False |
Specifies whether the project plan task is closed. Closed tasks are locked from any further modifications, including time entry. |
| CustomTaskName | String | False |
The user-defined name of the project task, allowing customization for better identification and organization within the project plan. |
| Deletable | Bool | False |
Indicates if the project plan task can be removed. Tasks marked as non-deletable must remain in the plan. |
| Descriptor | String | False |
The display name of the instance |
| Editable | Bool | False |
Determines whether the project task can be modified. If the value is 'false,' the users cannot make changes to the task details. |
| EndDate | Datetime | False |
The scheduled completion date of the project task, defining when the task should be finalized. |
| FromQuoteTask | Bool | False |
When true, the project plan task is sourced from CPQ. |
| Memo | String | False |
Additional notes or comments related to the project plan task, providing context, updates, or relevant details. |
| Milestone | Bool | False |
Indicates whether the task represents a significant milestone within the project plan. Milestones signify key achievements or phases. |
| Order | String | False |
Defines the sequence in which the project tasks appear within the plan, ensuring a structured workflow. |
| PercentComplete | Decimal | False |
Represents the progress of the task as a percentage, indicating how much of the work has been completed. |
| Phase_Descriptor | String | False |
The display name of the instance |
| Phase_Href | String | False |
A direct URL reference to the associated project phase instance, enabling navigation to detailed information. |
| Phase_Id | String | False |
Unique identifier (WID, ID, or reference ID) for the project phase, used for linking related records. |
| StartDate | Datetime | False |
The scheduled start date of the project task, marking when work is expected to begin. |
| TaskResourceCount | Decimal | False |
The total number of resources assigned to the project task, reflecting workload distribution. |
| Task_Descriptor | String | False |
The display name of the instance |
| Task_Href | String | False |
A direct URL reference to the project task instance, allowing access to detailed task information. |
| Task_Id | String | False |
Unique identifier (WID, ID, or reference ID) for the project task, facilitating reference and linkage. |
| Utilization | Bool | False |
Indicates whether the project task is factored into utilization calculations, affecting resource management and reporting. |
| FilterBy_Prompt | String | False |
Accepts both Project Plan Phase or Project Plan Task WID, used to refine query results. |
| FilterCondition_Prompt | String | False |
Defines criteria for filtering tasks or phases in a project plan, specifying whether to include or exclude certain Workday IDs (WIDs). |
| PlanPhase_Prompt | String | False |
Defines the project phase within which the task is categorized, helping to structure project planning. |
| Project_Prompt | String | False |
Specifies the associated project for which the task is being managed, ensuring proper task allocation and reporting. |