Task Activity Managing

Managing a task activity allows one to do the following

1.Change the activity description 

2.Assign a team to this activity 

3.They are three status's: not started ,started and completed 

4.They are multiple task types namely: main task, split task, sub task and milestone 

5.A task it's specified with a start date and an end date 

6.You can exclude Saturdays and Sundays when creating a resource linked to this task 

7.The task duration days workout they end date from the start date 

8.Lag days workout the number of days between the tasks 

9.Notes can be added to a task 

10.Comments can be added to the task 

11.A task can have a sell budget which is linked to the two percentages 

12.Job progress percentage is defined as the percentage of the task activity completed 

13.Invoiced percentage to date is defined as the percentage invoiced to date

14.The value to invoiced is worked out between the difference of the percentage production and percentage invoice to the total sell budget

15.Linked split tasks show all tasks that are linked to a main task

 

 

 

 

Enforce start date on task activity

 

Update Task activities in Manage job includes enforce start date

1. Recalculate dates will start with estimated job start date and work out task activities from sequence one

2. As soon as a task has the enforce tick on, this will not change this date and leave date as is

3. Following tasks after a task activity with an enforce tick on, will recalculate lag days etc from new enforced date

4. With each new enforce date, the system will recalculate subsequent tasks

 

 

 

 

Deleting a Task

 

To delete a task one would need to go into the manage job window in the scheduling tab.

You can only delete a task if both percentages equal zero %

 

A split task can be deleted from the main tab of job scheduling , if both percentage is equal to zero .

A main task can only be deleted from the manage job screen.

 

 

 

Deleting a task from Manage Job

 

 

 

Create default settings for splitting a task

 

Go to System Configuration > General > Defaults > Job Costing Tab

 

Click here to view settings