Project Tasks

Individual project work items including meetings, management activities, and deliverables. Project Tasks link to projects and Task Groups, support priority assignment, resource allocation, status tracking, instruction sets, and progress monitoring with resource time and financial detail reporting.

Modules > Projects > Projects > Project Tasks

The link will open the Tasks Groups / Project Task grid. It is a grid view that can be customised and sorted as normal.

To add a new Project Task click New , to edit an existing Project Task click Edit . A pop up window will appear which will allow the creation or amendment of a Project Task.

Click to view - Project Task General Tab Fields and Descriptions

Field Name	Description
Name	From the drop down select an Instruction Set for the Project Task - this can be manually entered if required.
Priority	From the drop down select the Priority - for more information see Priority.
Type	From the drop down select the Project Task Type: Project Task - a standard Task within a Project Move Task - a Task to move Contacts or Assets from one Location to another. See Project Move Tasks.
Description	Enter a description for the Project Task.
Contract	From the drop down select the Contract - for more information see Contracts. Available from 6.0.1.0 Users will not be able to select a Contract with a Contract Type of Triage Only.
Compliance	From the drop down select the Compliance Type- for more information see Compliance Types
Category	From the drop down select the Category - for more information see Task Category. Available from 7.0.0.0 It is possible to display the relevant parent/child relationship data in this auto-complete by enabling the Enable Hierarchical Auto-Completes option in the General Preferences page.
Discipline	From the drop down select the Discipline - for more information see Discipline.
Building	From the drop down select the Building - for more information see Building Register. Available from 7.0.0.0 It is possible to display the relevant parent/child relationship data in this auto-complete by enabling the Enable Hierarchical Auto-Completes option in the General Preferences page.
Location	From the drop down select the Location - this will be filtered by the Building selected - for more information see Location Register. Available from 7.0.0.0 It is possible to display the relevant parent/child relationship data in this auto-complete by enabling the Enable Hierarchical Auto-Completes option in the General Preferences page.
Cost Centre	From the drop down select the Cost Centre - for more information see Cost Centres. Available from 6.1.0.0 Cost Centres that have a Historic or Suspended state are excluded from this list.
Cost Code	From the drop down select the Cost Code - this will be filtered by the Cost Centre selected - for more information see Cost Codes. Available from 6.1.0.0 Cost Codes marked as Locked against the Cost Centre are excluded from this list.
Task Group	From the drop down select the Task Group - this will auto-populate if the Task has been raised from the Task Group - for more information see Project Task Groups.
Owner	From the drop down select the Task owner - this list is connected to User Accounts.
Asset	From the drop down select the Asset - for more information see Asset Register.
Req. ID	Enter a Req ID.
Source	From the drop down select the Caller Source - for more information see Caller Source.
Estimates
Start Date	Enter the Estimated Start Date for the Task.
Finish Date	Enter the Estimated Finish Date for the Task.
Est. Time	Enter the Estimated time to compete the Task in hours.
Estimated Duration	Enter the Estimated Duration of the Task in hours.
Total Est. Time	Auto-calculated by multiplying Est Time and number of Staff.
% Complete	Enter a percentage to reflect how complete the Task is.
No. Staff	The Estimated number of Staff required to complete the Task.
Material Cost	The Estimated Material Cost of the Task.
Labour Cost	The estimated Labour Cost of the Task.
Actuals
Start Date	Auto-populated with the actual Start Date of the Task.
Finish Date	Auto-populated with the actual Finish Date of the Task.
PO Cost	Auto-calculated with the actual PO Cost of the Task.
Expenses	Auto-calculated with the actual Expenses of the Task.
Stock Cost	Auto-calculated with the actual Stock cost of the Task.
Labour Cost	Auto-calculated with the actual Labour cost of the Task.

Click to view - Project Task Reporter Details Tab Fields and Descriptions

Field Name	Description
Reporter	From the drop down select the reporter of the Task - connected to Contacts, this can be manually entered if required
Phone	Auto-populated with the Contacts phone number - this can be manually entered if required.
Email	Auto-populated with the email address of the Contact - this can be manually entered if required.

Click to view - Project Task Notes Tab Fields and Descriptions

Field Name	Description
Notes	Free text notes relating to the Project Task.

Complete the fields and click Save . Once the Project Task header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

Recharge Codes
Predecessors
Events
Regulations

Recharge Codes

Click to view more detail.

Once financials have been entered on the Project Task, amounts or percentages can be marked as recharged to the Recharge Codes allocated to the Project.

Modules > Projects > Projects > Project Tasks

The link will open the Project Task / Recharge Codes grid. It is a grid view that can be customised and sorted as normal.

To add a new Recharge Code click New , to edit an existing Recharge Code click Edit . A pop up window will appear which will allow the creation or amendment of a Recharge Code.

Click to view - Recharge Code Fields and Descriptions

Field Name	Description
Allocation Method	Check the radio button to indicate whether the recharge amount is to be a percentage or amount in pounds
Recharge Code	From the drop down select the Recharge Code. See Projects for more details
Amount / Percentage	Enter the amount or percentage to recharge.

Predecessors

Events

Regulations

Project Tasks are managed and maintained either through the Project module or through Task Management. For more information on Task Management see Helpdesk