Edit task catalog

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

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

Field

Description

Position

Can be alphanumeric, the number does not determine the order of processing. Order is set up by sorting with drag&drop in the list.

Notes on data structure:

beas_prj_line.prjcode = Project number
beas_prj_line.lineid = Task ID (same number as in template)
beas_prj_line.pos_id = Visible position number

beas_prj_line.sortid = Sorting

beas_prj_line.prjuid = Unique ID of the task over all projects. Used for linking to other documents.

Description

Task description.

Type

Type of task: Mile stone or Standard.

Status

Select a status. Only information, no function here.

You can edit the statuses by pressing the selection icon. Values "complete%" and "blocked" are accepted after selection, but can still be changed afterwards. For more information, see Status

Entry checked

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

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%

In percent

If in "Planning" tab - "Production % Processing" was not set to "manual", this field is blocked.

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.

All assigned budgets are displayed with planned and actual values (times and money). Use "new" button to create new order related budgets.

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

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

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

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

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

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 under Task > Extended the option "Production" was selected.

Scheduling tab:

Field	Description
Work days	Work days planned for the respective task.
Budget	Define a budget available for the task.

Milestone tab:

Field	Description
Milestone	Assign a mile stone to the task or define a new one using the selection icon next to the drop down field.
Acceptor 1,2	Acceptor 1 of the event defined in the milestone.
Text	Text, displayed to Acceptor.

Extended tab:

In this tab you define, which documents can be created for which business objects.

Task_catalog_extended

Field	Meaning
Sales	By enabling the flag, the following documents can be created from the task: Quotation, Sales order, Delivery, A/R down payment invoice, invoice, A/R credit memo.
Purchase	By enabling the flag, the following documents can be created from the task: Purchase order, Goods receipt, A/P invoice.
Work order	By enabling the flag, the following documents can be created from the task: work order.
Order times	By enabling the flag, you can register or edit order times from the task. Note: Order times are meant to be project times not linked to a normal work order. This could be installation time, meetings or project administration. If the flag order times has been activated, the fields cost element, resource and operation type are important to be filled, because the order times are booked using the project work order.
Material	This flag has no function so far.
Configurator	Enable this flag to allow the creation of a configuration from the task (only if the product configurator is used).
Activity	Enable this flag to allow the creation of an activity.
Cost element	Cost element assigned for this task.
Resource	Assigned resource for this task.
Operation type	Assigned operation type for this task.
Image	Select an image for the task to be displayed in lists.
Color	Select a color for the task to be displayed in lists.

Memo tab:

In the editor window you can edit and store task-specific texts.