Edit task catalogAdministration > Setup > Project > Task catalog > Edit task catalog |
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PATH: Administration > Setup > Project > Task catalog > Open / Add button. You can select a predefined Task catalog to create project templates or projects. 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. Window prj_line_edit.psr
Task tab / Master Data
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 "new" button to create new order related budgets.
Tab: Task - Material
Tab: Task - Purchase 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.
Tab: Task - Sales 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.
Tab: Task - Scheduling This tab within a Project task is visible only if under Task > Extended the option "Scheduling" was selected.
Tab: Task - Time receipt 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.
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. Tab: Task - Expendable material
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