Task category

Use this field to define a task category.

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 for manual labor could be LAB-MANUAL.

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

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 thefolder.

Use this check box to turn this task category on or off.

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

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

 Project task categories are not associated with CRM tasks.

Use this field to define how dates are to be calculated for tasks assigned to this task category, when a new 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:

• Date of tasks. 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 task types.

Use this field to define the default number of days expected to complete a task assigned to this task category, when a new task is created against a project.

This field is only relevant if the Non-project category check box is selected.

Type in, or select the default cost type code to be initialized on a timesheet to be posted.

Use this field to assign the default person to be responsible for tasks assigned to this task category, when a new task is created against a project.

Use this field to assign this task category to a specific labor time category such as overtime, double time, travel time, sick leave.

New tasks and operations added to a project will default to this time category.

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.

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 do more than just "describe" this 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.

This sequence number is generated automatically in increments of 10.

Use this field to assign the default operating site at which this operation is to be performed when a new task for this task category is added to a project.

Use this field to identify the default resource (work center) to be used for this operation when a new task for this task category is added to a project.

You can assign two default resources to the same operation. For example, both a labor resource and a machine resource might be required to complete this operation. The valuation for the operation will be the total cost of the first resource plus the cost of the second resource.

Use this field to describe this operational task. This default description can be amended when a new task for this task category is added to the project operational structure.

Use this field to define the default operation tracking unit. This can be defined as the operation unit or the stock unit of the produced product.

Use this field to define the default total planned or estimated time required to complete this operation when a new task for this task category is added to a project. The quantity is expressed in the time unit.

Use this field to define the default duration for this operation. When a new task for this task category is added to a project, this field directly impacts the calculated resource (work center) start and end dates.

Use this field to provide the default employee to be assigned to this operation when a new task for this task category is added to a project.

Use this field to provide the default time category for this operation when a new task for this task category is added to a project.