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Tasks are used to calculate and produce detailed Project Schedule reports. Tasks with associated Estimate Functions can be used to implement the Apply Team option within Project Scheduling on the Detail tab Tasks (line items). The option is provided to select a Default Schedule Status to the Task. This would provide the ability to set the current schedule status based on the current Task in Project Scheduling. Tasks do not affect any area of the system other than Project Scheduling.
Use the Tasks application to create individual Project Schedule Tasks that can be assigned to jobs. Employees may be linked to these Tasks during Project Scheduling. Duplicate Tasks can be added to a schedule, and multiple employees may be scheduled for the same Task.
Select Maintenance from the Main Menu. Click Project Schedule and select Task to open the Task Maintenance application. Upon entering the Task Maintenance Application, all defined Tasks will display with the associated information.
To add a new Task code, click the New button and enter the following information:
Code - Enter a unique code to identify the Task, containing up to ten characters.
Description - Enter the Description of the Task, containing up to forty characters.
Process Order Number- Enter the order in which the Task should be processed in comparison to all other Tasks.
Days to Complete - Enter the number of days allocated to complete the Task.
Hours Allowed - Enter the number of hours allowed to complete the Task.
Is Milestone - Certain Tasks can be marked as a milestone, or a significant point, in the course of the job. Select this check box if the Task is considered a milestone.
Default
Function - Select the equivalent Function code for estimating,
if desired. The Default Function is used in Project Scheduling to
compare actual hours spent or estimated to the Project Schedule hours
allowed.
If an employee is assigned to the Function and the designated alert
group, of which the employee is a member, is assigned to the associated
Job Component within the Project Schedule, Project Schedule Tasks
with associated Estimate Functions can be used to implement the Apply Team option within Project
Scheduling on the Detail tab Tasks (line items).
Default Status - Select the default Schedule Status for each Task. This will be used as an option to set the current Project Schedule status based on the current Task.
Is Inactive - Select to add the Task as Inactive by checking the Is Inactive check box.
When completed, click the Save button on the toolbar to add the new Task. The new record will be displayed at the top of the grid, as any column sorting will be removed.
To discard the entry of a new Task, click the Cancel button at the end of the Task row or the Cancel button on the toolbar.
Example: A group of Project Schedule Tasks might include the following functions and calculate the Project Schedule Due Dates using the Start Date of 11/28/2018:
Function |
Process |
Days to |
Hours Allowed |
Due Date |
estimate |
1 |
1 |
4 |
11/29/18 |
concept |
2 |
2 |
12 |
12/04/18 |
design |
2 |
3 |
16 |
12/04/18 |
copy |
3 |
3 |
20 |
12/10/18 |
prod |
3 |
4 |
28 |
12/10/18 |
cliappr-1 |
4 |
1 |
2 |
12/11/18 |
revisions |
5 |
2 |
10 |
12/13/18 |
cliappr-2 |
6 |
1 |
2 |
12/16/18 |
delivery |
7 |
1 |
4 |
12/17/18 |
Sort - Click on the Column Header to sort the column in ascending order. Once in ascending order, the Ascending arrow appears by the Column Header. Click on the Ascending arrow to sort the column in descending order. Notice the arrow changes to Descending.
Filter - Click on the Filter button to display a filter of items available to limit the column by.
The items per page selection determines the number of Tasks that display at a time on the grid. The default page is set to 50 but can be modified to display All, 10, 20, 50, 100 or 200 Tasks per page. The grid's footer indicates the total number of pages that are available for viewing. Use the Change page navigational arrows to view additional codes. Save changes to the screen before using the Change page navigation.
Upon initial view of the Task Maintenance application, only active Tasks are displayed. To view Tasks that are inactive, click the Show Inactive slide bar, located top right corner of application. To display just the active Tasks, click the Show Inactive slide bar.
All fields can be modified with the exception of the Task code. When modifying is completed, click the Save button. To discard the changes prior to Save, click the Cancel button.
To delete a Task code, click the Delete Row icon located on the individual Task code row. A message will display verifying that the Task code is to be deleted. Click OK to delete the Task code, otherwise click Cancel to not delete the Task code.
A Task cannot be deleted once it is in use. If the code is no longer being used, make the record inactive by selecting the Is Inactive box. Inactive Tasks will be removed from Task Template groups, and will no longer appear on Project Schedule selection lists.
To export the Task list to Excel, click on the Export to Excel button on the toolbar. If the Show Inactive slide bar is on or columns are sorted in a specific way, the report will include both the inactive Tasks and the selected sort.
Click on the x on Task Maintenance to exit the maintenance application.
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