Task category

• Category (field TCACOD)

Use this field to define a task category.

Task categories are used by Project management. Project task categories define types of tasks that are used in projects such as design, assembly and quality assurance. In a 2-level structure the first part of the structure could be the type and the second, the detail part of the code. For example, a typical task category could be LAB-MANUAL, for manual labor.

• Description (field TCADESAXX)

Type in a description for this record (maximum 30 alphanumeric characters).

• Short description (field TCADESX)

Enter the short description.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

• Click Translation from the Actions icon in the corresponding field.
• In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

The connection language must be defined as a default language for the folder.

• Active (field ENAFLG)

Use this flag to activate (field Active=selected) or deactivate (field Active=clear) this record.

Inactive records are not available for selection.

• Task type (field TASTYP)

Use this field to group this task category into a logical type. Select from the following types of task:

• Material. A Material task is only for product requirements. Individual products or bills of material requirements are product requirement-orientated tasks.
• Labor. A Labor task is only for operational tasks. Labor tasks support time management. Design phases or assembly are operational tasks.
• Mixed. A Mixed task is a combined labor (operational) and material (product requirement) task.
• Miscellaneous. A Miscellaneous task is not associated with a specific business rule. It is used as a milestone task.

 Project task categories are not associated with CRM tasks.

• Planning mode (field TCAMOD)

Use this field to define how dates are to be calculated for tasks assigned to this task category, when a new operation (task) is created against a project. This field is only used with 'Labor' and 'Mixed' (labor and material) task types. Select one of the following values:

• Task date. If operation start/end dates are to be initialized from the task dates.
• Manual date. If operation start/end dates are to be left blank.
• No operation. This option is displayed by default for 'Material' and 'Miscellaneous' tasks.

• Cost type (field PCCCOD)

Type in or select a cost type code.

Cost types are used by Project management. Project cost types define types of cost that can affect a project such as raw materials, labor costs and indirect costs.

This cost type will be used by the project financial overviews in the event that the cost type codes assigned to the project operational structure cannot be determined by the determination rules.

 Project management applies a cascading order of priority (or set of rules) to determine the cost type associated with a specific expense.

• Description (field TCADESTEX)

Use this field to provide a clear, supporting description for this record. This is a free-format narrative field.

As task categories are used for consolidating expenses against a particular project you might use this field to explain the structure of the category code. It might also serve to provide a facility for listing category types acceptable for individual project codes or customers, for example.

• Comment (field TCACOMTEX)

Use this field to add comments to this record. This is a free-format narrative field. The comments should be specific to this record. They should not just 'describe' the record.

As task categories are used for consolidating expenses against a particular project you might use this field to explain the structure of the category code. It might also serve to provide a facility for listing category types acceptable for individual project codes or customers, for example.