Project template tasks (PM208010)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to create tasks for project templates.
If the Automatically include in project check box is selected for the template task, it will be included in any created project that uses the associated project template.

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

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

Element Description
Template ID

The identifier of the project template to be associated with the task. Select one of the project templates defined in your system.
Task ID

The unique identifier of the template task. The structure of this identifier is defined by the PROTASK segmented key, which was configured in the Segment keys (CS202000) window.
Description The description of the template task.
Default If this check box is selected, the project task has been set as the default.

This tab includes general information about the template task.

Element Description
Automatically include in project A check box that (if selected) indicates 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 (%) field.
  • 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:About the calculation of task completion percentage
Approver The employee who is authorised to approve all task activities for tasks based on this task template.
Element Description
Invoice separately A check box that indicates (if selected) that the tasks created based on this template task are being invoiced by a separate invoice.
Allocation rule The rule that Visma Net uses to run allocation for the tasks created based on this template task.
Invoicing rule The rule that Visma Net uses to run invoicing for the tasks created based on this template task.
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.
Invoicing option The way the task becomes eligible for invoicing. You can select one of the following options:
  • By invoicing period:
    The task is available for invoicing on demand for the projects with the On demand invoicing period and is available for invoicing at the end of the invoicing period specified for the project with another invoicing period.
  • On task completion:
    The task can be invoiced only when it is completed.
  • On project completion:
    The task is available for invoicing at the end of the project.
Work un progress account group The work-in-progress account group associated with the tasks created based on this template task.
Element Description
Default account The account to be used as one of the sources of possible accounts for the invoices and transactions for the task based on this task template.
Default subaccount The subaccount to be used as one of the sources of possible segment values for subaccounts to be used in the invoices and transactions for the task based on this task template.
Accrual account The account to be used as an expense accrual account in transactions generated for the task based on this task template.
Accrual subaccount The subaccount to be used as an expense accrual subaccount in transactions generated for the task based on this task template.
VAT category The VAT category (if applicable) to be used as the default VAT category for the task based on this template task.
Element Description
General ledger

A check box that indicates whether transactions in the General ledger workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in general ledger documents, and the release of these documents automatically updates the project data.
Supplier ledger

A check box that indicates whether transactions in the Supplier ledger workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in supplier ledger documents, and the release of these documents automatically updates the project data.
Customer ledger

A check box that indicates whether transactions in the Customer ledger workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in customer ledger documents, and the release of these documents automatically updates the project data.
Sales

A check box that indicates whether transactions in the Sales workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in sales documents, and the release of these documents automatically updates the project data.
Purchases

A check box that indicates whether transactions in the Purchases workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in purchase documents, and the release of these documents automatically updates the project data.
Inventory

A check box that indicates whether transactions in the Inventory workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in inventory documents, and the release of these documents automatically updates the project data.
Cash management

A check box that indicates whether transactions in the Cash management workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in cash management, and the release of these documents automatically updates the project data.
Time entries

A check box that indicates whether the transactions of the Employee time card (EP305000) and Employee time activities (EP307000) windows (in the Time and expensess workspace) can be associated with the task based on this template.

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 from  Expense can be associated with the task based on this template.

If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.

By using the Recurring invoicing tab, you can implement a regular flat-rate invoicing model.
For instance: You can use this tab in the following scenario.
Suppose that the project task stipulates that you provide 100 hours of service to a customer for a flat rate of €500 on monthly basis.
When you run invoicing for the project, €500 is automatically invoiced to the customer's account, while any extra hours (beyond 100 hours) are charged at a rate based on your invoicing rules.

Column Description
Non-stock item The non-stock item that designates the service or labour that is associated with the task created by using this template task.
Description The description of the service or labour that is associated with the task created by using this template task.
Item fee The flat price for the service or labour.
Account source The source of the account for the invoicing transactions, which can be one of the following:
  • Recurring item: The sales account associated with the non-stock item specified for the row
  • Project: The sales account associated with the project
  • Task: The sales account specified for the row in the Account column
  • Customer: The sales account associated with the customer
Subaccount mask The rule for selecting segment values for the subaccount to be used for recurring invoicing transactions. 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 associated with the non-stock item specified for the row
  • P: The subaccount associated with the project
  • T: The subaccount specified for the row in the Subaccount column
Account The account to be used in the invoicing transaction if the account source is set to Task.
Subaccount The subaccount to be used in the invoicing transaction if the subaccount mask uses T.
Reset usage The setting that indicates whether the system resets the quantity of the service or labour, which is specified as the Included value, when invoicing is performed. You can select one of the following options:
  • Never: Visma Net carries over any used amount to the next period.
  • On invoicing The system resets the quantity of the service or labour when invoicing is performed. Any unused hours of service in the current period are not carried over to the next period.
Included

The quantity of the service or labour that is included in invoicing period.

If the quantity of service or labour provided to customer exceeds this value for the current invoicing period, all extra quantity is charged at the regular rate.
UoM The unit of measure used for the service or labour.

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

Column Description
Attribute The attribute ID.
Required A check box that you select to indicate that this is a mandatory attribute.
Value The value of the attribute for this template task.