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Task Templates is used to create individual Project Schedule tasks that can be assigned to jobs. The same task can be added to a schedule multiple times, employees may be linked to these tasks and multiple employees can be assigned to the same task.
Tasks are used to calculate and produce detailed Project Schedule reports. Tasks with associated Estimate Functions can be used to implement the Apply Team functionality within Project Schedule. A default Project Schedule Status can be defined to each task, providing the ability to automatically change the Project Schedule status based on which tasks have been completed.
The Task Template is used to create templates that group selected tasks together for use in adding tasks to a Project Schedule. Template groups of Project Schedule tasks may be created for specific job types, or any other user-defined criteria. Templates contain the process order (priority), days to complete, hours allowed and a default employee.
Select Maintenance from the Main Menu. Click Project Schedule and select the Task and Templates to open the Tasks Maintenance application.
Upon entering the Tasks Maintenance application, all defined Task Templates will display on the first tab, sorted by code. The second tab defines the Task Template Detail.
The Task Template tab contains the available template listings that are used for selection when adding tasks to a project schedule. Use the Task Template Details tab to view the tasks associated to the Task Template.
To add a new task template, enter the following information on the first (empty) row in the grid:
Code - A unique code to identify the task template group, containing up to 6 characters.
Description - a description of the template, containing up to 30 characters.
When completed, click the New icon to add the new template. Since the templates are initially sorted by the 'template code', the newly added template may not display on the initial page of the grid.
To discard the entry of a new template, click the Cancel icon.
The task template descriptions display in a grid, 10 records at a time. The grid's footer indicates the total number of pages that are available for viewing.
Use the Change page navigational arrows to view all records.
Save changes to the screen before using the Change page navigation.
There are two ways to view an Task Template's detail:
Double click on the Task Template name. The Task Template's detail information will automatically be displayed on the Task Template Detail tab.
Click on the Task Template Detail tab and select the Task Template from the dropdown.
Only the Description field can be modified. When modifying is completed, click the Save icon located on the individual task template description row.
If multiple changes have been made to the task template descriptions, to save all rows simultaneously click the Save All icon located in the column header.
To delete a task template, click the Delete icon located on the individual phase row. A message will display verifying that the task template is to be deleted. Click OK to delete the task template, otherwise click Cancel to not delete the task template.
To generate a report listing all task templates, click the Export to Excel icon, located top right corner of application.
The Task Template Detail tab contains the individual tasks that are associated to the Task Template. The Task Template Detail Maintenance application, only active template are displayed.
To add tasks to a Task Template Detail, select the task template from the dropdown. The task template description can be modified on the Task Template Detail tab. To save changes made to the description, click the Save All icon located in the column header.
The Schedule Completion Days (Standard / Rush) are automatically calculated from the individual tasks associated on the task template. This information is read-only.
To add a task to the Task Template Detail, enter the following information on the first (empty) row in the grid:
Phase - Select a phase that best categorizes the task on a job. Phases allow for the grouping of tasks based on the phase they are associated with and can be used for reporting purposes.
Task (required) - Select the task to be included in the Task Template. Task listed in the selection box are alphabetical based on Task Description, not the Task Code.
Process Order - Enter the priority in which the task should be processed. This information is used to automatically calculate due dates on the project schedule.
Days To Complete - Enter the typical number of days allowed to complete this task. This information is used to automatically calculate due dates on the project schedule.
Hours Allowed - Enter the number of hours allowed for this task to be completed. This information is used to automatically calculate due dates on the project schedule.
Rush Days To Complete - Enter the number of days allowed to complete the task when the project schedule is in a 'Rush' status.
Rush Hours To Complete - Enter the number allowed to complete the task when the project schedule is in a 'Rush' status.
Milestone - To indicate that the task as a milestone, or significant point in the course of the job, check the milestone checkbox for each task.
Default Employee - Select, from the dropdown, an employee that would typically perform this task.
Default Function - Select, from the dropdown, a function code that would be equivalent to the task. This information is used in project scheduling to compare actual hours spent or estimated to the project schedule hours allowed.
When completed, click the New icon to add the add tasks to the task template. Since the tasks are initially sorted by the 'Process Order Number', the newly added tasks may not display on the initial page of the grid.
To discard the entry of the new task, click the Cancel icon.
To copy Tasks details from another Task Template, select the Task Template to copy from in the Copy Details From Template dropdown. Once selected, click the Copy Details From Template icon. All task detail from that template will be copied to the current template.
The task template details display in a grid, 10 records at a time. The grid's footer indicates the total number of pages that are available for viewing. Use the change page navigational arrows to view all task codes.
Save changes to the screen before using the 'change page' navigation.
All fields on the task detail row are able to be modified. When modifying is completed, click the Save icon located on the individual task detail row.
If modifying the Default Employee or Default Function, after each selection, the task template detail application will be automatically saved.
If multiple changes have been made to the task template detail, to save all rows simultaneously click the Save All icon located in the column header.
To delete a task, click the Delete icon located on the individual task row. A message will display verifying that the task is to be deleted. Click OK to delete the task, otherwise click Cancel to not delete the task.
To generate a report listing all tasks associated to the task template, click the Export to Excel icon, located top right corner of application.
Click on the x on Task Template Maintenance to exit the maintenance application.
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