Project Template Tasks

Form ID: (PM208010)

You can use this form to create tasks for project templates. If the Automatically Include in Project check box is selected on the current form for a template task, it is included in any created project that uses the specified project template.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

You use the elements in this area to add a new template task, or to view the settings of an existing template task.


Element	Description
Project Template ID	The identifier of the project template to be associated with the template task. An existing project template must be specified for a project template task.
Project Template Task ID	The identifier of the project template task. The structure of this identifier is defined by the PROTASK segmented key, which was configured on the Segmented Keys (CS202000) form.
Description	The description of the project template task.
Default	A check box that indicates (if selected) that the project template task is the default task of the project template. A project task created based on this project template task will be marked as the default task of the project.

Summary Tab

This tab includes general information about the template task.

Table 1. Task Properties Section
Element	Description
Automatically Include in Project	A check box that indicates (if selected) that the system should include this template task in any project created by using the associated project template.
Completion Method	The method of calculating the percentage of completion for tasks based on this task template. The following options are available: Manual: Users manually specify the task completion percentage for each task in the Completed (%) box on the Tasks tab of the Projects (PM301000) form. Budgeted Quantity: The system automatically calculates the task completion percentage based on the total actual and revised budgeted quantities of the budget lines selected to be used for the calculation. Budgeted Amount: The system automatically calculates the task completion percentage based on the total actual and revised budgeted amounts of the budget lines selected to be used for the calculation. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts. For more information, see Project Tasks: Tracking the Task Completion.
Approver	The employee who is authorized to approve all task activities for tasks based on this task template.

Table 2. Billing and Allocation Settings Section
Element	Description
Bill Separately	A check box that indicates (if selected) that the tasks created based on this template task are being billed by a separate invoice.
Allocation Rule	The allocation rule with which the project tasks created based on this project template task are associated.
Billing Rule	The billing rule with which the project tasks created based on this project template task are associated.
Branch	The branch of your company with which the tasks created based on this template task are associated.
Rate Table	The rate table to be used for the tasks created based on this template task.
Billing Option	The way the task becomes eligible for billing. You can select one of the following options: By Billing Period: The task is available for billing on demand for the projects with the On Demand billing period and is available for billing at the end of the billing period specified for the project with another billing period. On Task Completion: The task can be billed only when it is completed. On Project Completion: The task is available for billing at the end of the project.
Non-Billable WIP Account Group	The work-in-progress account group associated with the tasks created based on this template task. In this box, you select the account group that the system uses to temporarily allocate WIP costs of the project by creating allocation transactions by using the allocation rule specified for the task. When you bill the project by using the progress billing rule specified for the task—that is, not by using the allocation transactions—and the system creates an accounts receivable document, the allocation transactions posted to this account group are reversed. For details, see WIP Labor Costs in Fixed-Price Projects: General Information.
Progress Billing Base	The basis for progress billing of the revenue budget lines with a project task created based on this template task. You can select one of the following options: Amount: The system will bill the revenue budget lines based on the amounts in these lines. Quantity: The system will bill the revenue budget lines based on the quantities in these lines.
Tax Category	The tax category (if applicable) to be used as the default tax category for a project task created based on this template task.

Table 3. GL Accounts Section
Element	Description
Default Sales Account	The account to be used as the sales account in the process of billing a project task created based on this project task template.
Default Sales Subaccount	The subaccount to be used as the source of possible segment values in the processes of billing, creating allocation transactions, and creating expense claims for a project task created based on this project task template. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Default Cost Account	The account to be used as the expense account in project transactions created on the release of time activities and time cards for a project task created based on this project task template.
Default Cost Subaccount	The subaccount to be used as the source of possible segment values in the processes of creating allocation transactions, creating project transactions on the release of time activities and time cards, creating accounts payable documents, and creating expense claims for a project task created based on this project task template. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Accrual Account	The account to be used as an expense accrual account in transactions generated for a project task based on this project task template.
Accrual Subaccount	The subaccount to be used as an expense accrual subaccount in transactions generated for a project task created based on this project task template. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

Table 4. GL Accounts for Payroll SectionThe earning, benefit expense, tax expense, and PTO accounts and subaccounts specified in this section will be copied to the project tasks created based on this project task template. By default, these accounts are used in paychecks and payroll batches if either of the following conditions is met in the Account Settings section on the General tab of the Payroll Preferences (PR101000) form:

*Project Task* is selected in the Use Earnings Account From, Use Benefit Expense Account From, Use Tax Expense Account From, or Use PTO Expense Account From box.

The T subaccount mask is used in the Combine Earnings Sub. From, Combine Benefit Expense Sub. From, Combine Tax Expense Sub. From, or Combine PTO Expense Sub. From box.

This section appears only if the *Payroll* feature is enabled on the Enable/Disable Features (CS100000) form.
Element	Description
Earnings Account	The expense account to be used to record the earnings linked with a project task created based on this project task template.
Earnings Sub.	The corresponding subaccount to be used with the earning account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Benefit Expense Account	The expense account to be used to record the benefit expense linked with a project task created based on this project task template.
Benefit Expense Sub.	The corresponding subaccount to be used with the benefit expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Expense Account	The expense account to be used to record the tax expenses linked with a project task created based on this project task template.
Tax Expense Sub.	The corresponding subaccount to be used with the tax expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Account	The expense account to be used to record the paid time off expenses associated with a project task created based on this project task template. This box appears only if the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Sub.	The corresponding subaccount to be used with the PTO expense account. This box appears only if the Canadian Payroll and Subaccounts features are enabled on the Enable/Disable Features (CS100000) form.

Table 5. Visibility Settings Section
Element	Description
GL	A check box that indicates whether general ledger transactions can be associated with a project task created by using this project template task. With this check box selected, users can select the task in GL documents, and the release of these documents automatically updates the project data.
AP	A check box that indicates whether accounts payable transactions can be associated with a project task created by using this project template task. With this check box selected, users can select the task in AP documents, and the release of these documents automatically updates the project data.
AR	A check box that indicates whether accounts receivable transactions can be associated with a project task created by using this project template task. With this check box selected, users can select the task in AR documents, and the release of these documents automatically updates the project data.
SO	A check box that indicates whether transactions generated during the processing of sales orders can be associated with a project task created by using this project template task. With this check box selected, users can select the task in sales-related documents, and the release of these documents automatically updates the project data.
PO	A check box that indicates whether transactions generated during the processing of purchase orders can be associated with a project task created by using this project template task. If you select this check box, users can select the task in purchasing documents, and the release of these documents automatically updates the project data.
IN	A check box that indicates whether inventory transactions can be associated with a project task created by using this project template task. If you select this check box, users can select the task in inventory documents, and the release of these documents automatically updates the project data.
CA	A check box that indicates whether cash management transactions can be associated with a project task created by using this project template task. If you select this check box, users can select the task in cash management documents, and the release of these documents automatically updates the project data.
CRM	A check box that indicates whether customer management transactions can be associated with a project task created by using this project template task. If you select this check box, users can select the task in customer management documents, and the release of these documents automatically updates the project data.
PROD	A check box that indicates whether transactions generated during the processing of production orders can be associated with a project task created by using this project template task. If you select this check box, users can specify the associated task when they create a production order. This check box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.
Time Entries	A check box that indicates whether transactions entered on the Employee Time Card (EP305000) and Employee Time Activities (EP307000) forms can be associated with a project task created by using this project template task. If you select this check box, users can select the task in documents, and the release of these documents automatically updates the task data.
Expenses	A check box that indicates whether transactions entered on the Equipment Time Card (EP308000) form can be associated with a project task created by using this project template task. If you select this check box, users can select the task in documents, and the release of these documents automatically updates the task data.

Recurring Billing Tab

By using the Recurring Billing tab, you can implement a regular flat-rate billing model for the project template task—for example, to provide a particular number of hours of service to a customer for a flat monthly rate. Each recurring billing line defines the rules the system uses to create the corresponding invoice line during the project billing. For more information, see Project Billing Preparation: Recurring Billing.

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Column	Description
Inventory ID	The non-stock item that designates the service or labor that is associated with the recurring billing.
Description	The description of the service or labor that is associated with the recurring billing.
Amount	The flat price for the service or labor.
Account Source	The source of the account for the recurring billing, which can be one of the following: AR Default: To use the sales account that the system inserts as the default in a line of an accounts receivable invoice Recurring Item: The account specified for the row in the Account column Project: The sales account associated with the project Task: The default sales account specified for the task in the GL Accounts section on the Summary tab of this form Inventory Item: The sales account associated with the non-stock item specified for the row Customer (default): The sales account associated with the customer
Subaccount Mask	The rule for selecting segment values for the subaccount to be used for the recurring billing. To set up the rule for selecting segment values, select a segment, press F3, and select a source of the segment value, which is one of the following options: B: The subaccount specified for the row in the Subaccount column J: The subaccount associated with the project T: The subaccount associated with the project template task
Branch	The branch to be used in the recurring billing. By default, the branch is empty.
Account	The account to be used in the recurring billing if Recurring Item is selected as the Account Source for the row.
Subaccount	The subaccount to be used in the recurring billing if the Subaccount Mask specified for the row uses B.
Reset Usage	The setting that defines the frequency of recurring billing usage. You can select one of the following options: Never: The recurring billing is performed only once during the project lifecycle for the next project billing. On Billing: The recurring billing is used each time the project billing is performed.
Included	The quantity of the service or labor that you plan to provide when executing this recurring item.
UOM	The unit of measure used for the service or labor.

Attributes Tab

By using the Attributes tab, you can specify attributes for this template task. The attributes on this tab are those with the Task type on the Project Attributes (PM202000) form.

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Column	Description
Attribute ID	The attribute used for the template task.
Required	A check box that you select to indicate that this is a mandatory attribute for the tasks created based on this template task.
Value	The value of the attribute for this template task. This value will be used as the default value of the attribute of the tasks created based on this template task, but it can be overridden. You can leave the value blank even if the Required check box is selected for the attribute.