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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Planned task scripts

Several business rules and one script include determines the dynamic calculation of crucial Planned Task fields.

Business RuleDescription
Set actual work start valueSets the Actual Start Date of the planned task when State is set to the default work state.
Set close data on inactiveSets the close data of the planned task when task becomes inactive.
RecalculateRecalculates the planned task schedule fields when one of the schedule fields changes.
Planned task global eventsRaises global event for every insert or update of planned task record. For more information, see Global events.
Update parent actual effortRolls up actual effort from child task to parent task.
Update parent effortRolls up planned effort from child task to parent task.
Update parent percent completeRolls up percent complete from child task to parent task.
Validate durationValidates the value in the planned duration field is not 0 or negative.
Validate percent completeValidates the value in the percent complete field is between 0 and 100.
Validate work end before work startValidates that the actual end date is not earlier than the actual start date.
Set top taskSets top tasks to maintain hierarchy of tasks.
Set top task on childrenSets top tasks on child tasks to maintain hierarchy of tasks.

Parent Topic:Extending the Task table with Planned tasks