Project Tasks by Employee

Form ID: (PM402000)

By using this form, you can make quick inquiries about tasks selected by the employee who was assigned as an approver.

Form Toolbar

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

Selection Area

By using this area, you can filter tasks by their approver.

Element Description
Task Activity Approver An employee that is authorized to approve the tasks to be listed.

Table

This table displays the list of tasks that match the criteria you specified in the Selection area.

Table 1. Table Columns
Column Description
Project ID The identifier of the project associated with the task
Project Description The description of the project associated with the task.
Task ID The identifier of the task.
Description The description of the task.
Location The customer location that is associated with the task.
Status The status of the project task, which can be one of the following:
  • In Planning: The project task is a draft; this status is automatically assigned to a new task. A project task with this status is available for selection only in employee activities and project commitments.
  • Active: The project task is active and available for selection on data entry forms. An active task can be assigned the In Planning status.
  • Completed: The project task is completed. A completed task can be activated again if the corresponding project is not completed.
  • Canceled: Progress on the project task was started but then stopped before task completion and there is no intention to continue work on the task. A canceled project task can be activated again if the corresponding project is not completed.
Completed (%)
The actual percent of completion of the project task. The system determines the task completion based on the option selected in the Completion Method box on the Project Tasks (PM302000) form as follows:
  • Manual: The percentage is entered manually by a user.

    The value is automatically set to 100 once the task is completed.

  • Budgeted Quantity: The percentage is calculated automatically as the actual quantity divided by the budgeted quantity for the budget line that has the check box selected in the Production column on the Budget tab.
  • Budgeted Amount: The percentage is calculated automatically as the total actual amount divided by the total budgeted amount for the budget lines that have the check boxes selected in the Production column.

For more information, see Project Tasks: Tracking Task Completion.
Planned Start Date The date when the task is planned to start.
Planned End Date The date when the task is planned to end.
Approver The employee who has been assigned to approve the task and task activities.
Asset The total actual asset amount for the task.
Liability The total actual liability amount for the task.
Income The total actual income amount for the task.
Expense The total actual expense amount for the task.
Location The customer location that is associated with the task.
Start Date The actual start date of the task.
End Date The actual end date of the task.
Rate Table The rate table of the task.
GL A check box that indicates whether general ledger transactions can be associated with the task.
AP A check box that indicates whether accounts payable documents can be associated with the task.
AR A check box that indicates whether accounts receivable documents can be associated with the task.
SO A check box that indicates whether transactions generated during the processing of sales orders can be associated with the task.
PO A check box that indicates whether transactions generated during the processing of purchase orders can be associated with the task.
IN A check box that indicates whether inventory transactions can be associated with the task.
Time Entries A check box that indicates whether transactions entered on the Employee Time Cards (EP305000) and Employee Time Activities (EP307000) forms can be associated with the task.
Expenses A check box that indicates whether transactions entered on the Equipment Time Card (EP308000) form can be associated with the task.