Project tasks (PM302000)

Search line in list window

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.

The top part

You use the elements in this area to add a new task or to select an existing task and view its details.

Element	Description
Project ID	The project to which the task is assigned.
Task ID	The unique identifier of the task. The structure of this identifier is defined by the PROTASK segmented key, whose configuration is defined in the Segment keys (CS202000) window.
Description	A detailed description of the task.
Status	The status of the project task, which can be one of the following: In planning: Use this status, which is automatically assigned to a new task, if the task is a draft. Tasks with this status are not available for selection in data entry windows. Active: Select this status when the task is active and should be available for selection in data entry windows. Completed: Assign this status when the task is completed. Cancelled: Select this status if task execution has been stopped before task completion. A cancelled task can be activated again.
Default	If this check box is selected, the project task has been set as the default.

The Summary tab

This tab includes the general information about the project task.

The Task properties section

Element	Description
Planned start date	The date when the task is expected to start.
Planned end date	The date when the task is expected to end.
Start date	The actual start date of the task. When the status of the project task is changed to Active, the system automatically specifies the current business date as the task's start date.
End date	The actual end date of the task. When the status of the task is changed to Completed, the system automatically specifies this date as the current business date.
Completion method	The method of calculating the percentage of completion of the task. 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
Completed (%)	The actual percentage of task completion, which is determined as follows: If the Manual option is selected in the Completion method field, the percentage is entered manually by a user. If the Budgeted quantity option is selected in the Completion method field, 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. If the Budgeted amount option is selected in the Completion method field, 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. The value is set to 100 once the task is completed. The completion percentage is used in revenue allocations for the project. For more information, see:About labour and revenue allocation
Approver	The employee who is authorised to approve the time activities related to this project task.
Restrict employees	A check box that (if selected) indicates that only the employees listed on the Employees tab of this window can create activities and documents associated with the current project task.

The Invoicing and allocation settings section

Element	Description
Invoice separately	A check box that indicates (if selected) that the task should be invoiced by a separate invoice.
Customer	The customer associated with the task.
Location	The customer location associated with the task. This element is available if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.
Allocation rule	The allocation rule to be used for this project task.
Invoicing rule	The rule that the system uses to run invoicing for the task.
Branch	The branch of your company with which this task is associated.
Rate table	The rate table to be used for this project 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 when the project is completed.
WIP account group	The work-in-progress account group associated with the task.

The Default values section

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.
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.
Accrual account	The account to be used as an expense accrual account in the transactions that are generated for the task.
Accrual subaccount	The subaccount to be used as an expense accrual subaccount in the transactions that are generated for the task.
VAT category	The VAT category (if applicable) to be used as the default VAT category for the task.

The Visibility settings section


Option	Description
General ledger	A check box that indicates whether transactions in the General ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in general ledger documents, and the release of these documents will automatically update the project data.
Supplier ledger	A check box that indicates whether transactions in the Supplier ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in supplier ledger documents, and the release of these documents will automatically update the project data.
Customer ledger	A check box that indicates whether transactions in the Customer ledger workspace can be associated with the project based on this template. If you select this check box, users can select the project in customer ledger documents, and the release of these documents will automatically update the project data.
Sales	A check box that indicates whether transactions in the Sales workspace can be associated with the project based on this template. If you select this check box, users can select the project in sales documents, and the release of these documents will automatically update the project data.
Purchases	A check box that indicates whether transactions in the Purchases workspace can be associated with the project based on this template. If you select this check box, users can select the project in purchase documents, and the release of these documents will automatically update the project data.
Inventory	A check box that indicates whether transactions in the Inventory workspace can be associated with the project based on this template. If you select this check box, users can select the project in inventory documents, and the release of these documents will automatically update the project data.
Cash management	A check box that indicates whether transactions in the Cash management workspace can be associated with the project based on this template. If you select this option, users can select the associated project and task when they enter a document in the Cash management workspace.
Time entries	A check box that indicates whether the transactions in the Time and expenses workspace 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.
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.

The Recurring invoicing tab

On the Recurring invoicing tab, you can implement a regular flat-rate invoicing model.
An invoicing rule with at least one step is required for the project task to make the system produce an invoice even with a single recurring invoicing line.

Column	Description
Non-stock item	The non-stock item that designates a service or labour associated with the task.
Description	The description of the service or labour associated with the 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 you plan to provide when executing this task.
UoM	The unit of measure used for the service or labour.
Used	The quantity of the service or labour that was actually provided to the customer when this task was executed. If you select On invoicing as the Reset usage, the value in this column resets to zero each time you run the invoicing procedure.

The Activity history tab

This tab displays the list of activities (including emails and events) associated with the project task.

Element	Description
Add task	Opens the Task (CR306020) window in a pop-up window so you can create a new task associated with the project.
Add event	Opens the Event (CR306030) window in a pop-up window so you can create a new event associated with the project.
Add email	Opens the Send (CR306015) window in a pop-up window so you can create and send an email associated with the project.
Add activity	Includes the following menu commands: Add chat: Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Chat type. Add appointment: Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Appointment type. Add message: Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Message type. Add note: Opens the Activity (CR306010) window in a pop-up window to let you create an activity with the Note type. Add phone call: Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Phone Call type. Add work item: Opens the Activity (CR306010) window in a pop-up window so you can create a new activity with the Work Item type. If you added activities to the project task that is in the In planning status, any related transactions cannot be released until the project task status changes to Active.
Type	The type of activity: Event, Task, Email, or Activity.
Summary	The description provided for the activity. Click the Summary column of a specific activity to open the activity in a separate dialog box.
Status	The status of the activity.
Start date	The start date and time of the activity.
Category	The category of the activity.
Invoiceable	A check box indicating whether the time spent on the activity is invoice able.
Time spent	The total time spent on the activity.
Overtime	The time in excess of normal work hours spent on the activity.
Invoiceable time	The number of invoiceable hours spent on the activity.
Invoiceable overtime	The number of invoiceable hours spent on the activity in excess of normal work hours.
Work group	The work group to which the activity is assigned.
Owner	The employee to whom the activity is assigned.

The Attributes tab

On this tab, you can specify attribute values for the project task.
The task-related attributes are selected in the Project attributes (PM202000) window.

Element	Description
Attribute	The attribute used for the task.
Required	A check box that indicates (if selected) that this attribute is required for the project task.
Value	The value of the attribute for the task.

The Employees tab

If the Restrict employees check box is selected for the project task on the Summary tab of this window, this tab is visible. Only the employees listed here will be able to create activities and documents associated with the current project task, including creating activities on the Activity history tab of this window, creating time cards in the Employee time card (EP305000) window, or creating project transactions in the Project transactions (PM304000) window.

Element	Description
Employee ID	The identifier of the employee assigned to the project task.
Employee name	The name of the employee assigned to the project task.
Department	The department of the employee.