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 values:
  • In Planning: This status, which is automatically assigned to a new task, means the task is a draft. This task is not available for selection on data entry forms.
  • Active: This status reflects that the task is active and can be selected on data entry forms.
  • Completed: This status means that the task is completed.
  • Canceled: This task indicates that the execution of the task was stopped before its completion. A canceled task can be reactivated.
Completed (%)
The actual percent of completion that is determined as follows:
  • Manually entered if the Manual option is selected as the Completion Calculation Method box.
  • Calculated automatically, if the Budgeted Quantity option is selected as the calculation method, as the actual quantity divided by the budgeted quantity for the task cost line with the Production check box selected on the Budget tab.
  • Calculated automatically, if the Budgeted Amount option is selected as the calculation method, as the total actual amount divided by the total budgeted amount for multiple cost lines with the Production check boxes selected.
The value is set to 100 once the task is completed.
Planned Start The date when the task is planned to start.
Planned End 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 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 Card (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.