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Project Service Automation forum

Work Breakdown Structure/Schedule: Changing task fields

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When I create a new project I cannot find the section to open the work breakdown structure but instead there is a tab called schedule (s. screenshot). Is schedule supposed to be the same as wbs?

Schedule.png

I am also trying to figure out how to enable changing tasks (e.g. task name), because once a task is created changes are not applied. Is there a way to enable changing tasks?

My last question: Am I able to define tasks as milestones within the wbs/schedule?

Thanks for your support.

Jasmin

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  • Verified answer
    apa Profile Picture
    8,284 Moderator on at
    RE: Work Breakdown Structure/Schedule: Changing task fields

    Hi Jasmin. You're correct that Schedule is now what WBS used to be in V1 and V2 of PSA. You should be able to edit a task's name by clicking on it and renaming it. Or by changing it from the project task entity.

    Tasks can't be defined as a milestone but you can relate a milestone to a task when you're creating new milestones on a Project Contract. Let me know if you want a screen capture.

  • Community Member Profile Picture
    on at
    RE: Work Breakdown Structure/Schedule: Changing task fields

    As far as I know, there currently is no milestone support inside PSA. You can set Milestones using MS Project. Or is there any other way to do it atm?

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