Project Tasks: Configuration Prerequisites
Before starting to create project tasks, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.
Enabling the Needed Features
On the Enable/Disable Features (CS100000) form, the Projects feature must be enabled.
Configuring Project Task Identifiers
The PROTASK segmented key on the Segmented Keys (CS202000) form defines the identifier of the project tasks. By default, this segmented key specifies that the project task identifier is an alphanumeric string of up to 10 characters. For the key, you can define how many segments it is to have, what values may be used, whether these values should be validated, and whether auto-numbering should be used in one of the segments. You can also divide item identifiers into segments with specific values. For more information on configuring segmented keys, see Segmented Identifiers.
Configuring the System
You need to make sure the following tasks have been performed in MYOB Advanced before you begin creating project tasks:
- On the Projects Preferences (PM101000) form, the basic project accounting settings have been specified: numbering sequences, non-project code, visibility settings, and posting settings. The actual combination of settings you need to specify depends on the processes in your organization and on the features enabled on the Enable/Disable Features (CS100000) form. For an example of basic project configuration, see Basic Project Configuration: Implementation Activity.
- On the Projects (PM301000) form, the project for which you are going to create a task or multiple tasks has been created. For an example of creating a project, see Project Creation and Processing: To Create a Fixed-Price Project and Project Creation and Processing: To Create a Cost-Plus Project.
- Optional: On the Billing Rules (PM207000) form, each billing rule that you will assign to a project task has been created. For examples of the creation of a billing rule, see Billing Rules: To Configure a Progress Billing Rule, Billing Rules: To Configure a Time and Material Rule, and Billing Rules: To Configure a Combined Billing Rule.
- Optional: On the Allocation Rules (PM207500) form, each allocation rule that you will assign to a project task has been created. For examples of the configuration of an allocation rule, see WIP Costs in Cost-Plus Projects: Implementation Activity and WIP Costs in Fixed-Price Projects: Implementation Activity.
- Optional: On the Rate Tables (PM204200) form, each rate table that you will assign to a project task has been created, and the rate table has been configured on the Rate Tables (PM206000) form. For examples of the configuration of billing rates, see Billing Rates: To Configure Employee-Specific Rates and Billing Rates: To Configure Employee- and Item-Specific Rates.