Edit a task in a proposal

You can edit the information in system and custom task fields on a task-by-task basis. You can also create new values for custom task fields while editing a task.

1. On the Estimates page, select a PBS element. Its tasks will appear in the estimates grid to the right.
2. In the grid, go to a task header and click More Options > Edit. Alternatively, double-click the task header.
3. Change the task's name, description, length of time, and profit/fee rate as needed.
4. Change any custom task field values as needed. You can click to add a new task field value.
5. Click Close.