Edit task catalog

Administration > Setup > Project > Task catalog > Edit task catalog

Top  Previous  Next
Expand/Collapse Toggles

PATH: Administration > Setup > Project > Task catalog > Open / Add button.

You can select a predefined Task catalog to create project templates or projects.

Task catalog_Scheduling_SAPStyle

Window prj_linetyp_edit.psr

 

In this window you can edit a Project task / Project Template / Task Catalog.

PATH: Production > Project > Open a project >"Tasks" tab > Open a task from the list.

Project_Task_edit_2022.09

Window prj_line_edit.psr

 

Task tab / Master Data

Field

Description

Position

Description

Task description.

Type

Type of task: Milestone or Standard.

Status

Entry checked

Determines whether an entry is marked as "checked". Unconfirmed tasks are marked with a warning, with icon attention.

Task catalog

Select a predefined task from task catalog. Visible when opened from Project Task and Project Template.

Responsible

Person in charge for this task.

Complete%

Blocked

Use this to block the task. When no more activities are possible, the task is marked with a Stop-Icon. Additionally, you can enter a blockage reason.

 

Tab: Task - Activities

Manage all activities assigned to a task. Create new and edit existing ones.

 

Tab: Task - Budget

All assigned budgets are displayed with planned and actual values (times and money). Use the "Calculate" button to display all related budgets.

 

Tab: Task - Material

 

Tab: Task - Purchase

This tab within a Project task is visible only if the option "Purchase" was selected under Task > Extended. All assigned purchase documents are displayed. Use "Open" button to open the purchase documents.

 

Tab: Task - Sales

This tab within a Project task is visible only if the option "Sales" was selected under Task > Extended. All assigned sales documents are displayed. Use the "Open" button to open the sales documents.

 

Tab: Task - Scheduling

This tab within a Project task is visible only if the option "Scheduling" was selected under Task > Extended.

 

Tab: Task - Time receipt

This tab within a Project task is visible only if the option "Order times" was selected under Task > Extended. The resource selected for order time receipts is displayed. All reported order times are displayed. Use "add" to create new order related project times.

 

Tab: Task - Attachments

Manage attachments assigned to the task. Edit attachments and create new ones of type file or text.

 

Tab: Task - Work orders list

Work orders associated with the Task are listed in this tab. You can edit the WO document from here and create post-calculation for it as well.
This Project task tab is visible only if the option "Production" was selected under Task > Extended.

 

Tab: Task - Expendable material

 

hmtoggle_plus1 Lower tabs

 

 

back to operation catalog


Help URL: https://help.beascloud.com/beas202402/index.html?prj_linetyp_edit.htm