Project templates and project task templates are independent from each other. The project task template contains the structure of the project, expressed in tasks, elements, and activities. Tasks are mandatory; elements and activities are optional. You can link a project task template to a project template to create a complete project when the project template is linked to a project.
Field | Description |
|---|---|
Code | Identifies the template. |
Description and Description 2 | Describes the project task template. |
Status | Open or Released. Only Open templates can be edited. Only Released templates can be inserted in a project. When changing the state from Open to Released, the Begin and End Total filters are calculated and indented. |
Autofill Next Task | When true, the Next Task No. field on the project task template line is filled when the template is released. All content in the Next Task No. field is removed before new values are assigned, following a simple sequential scenario. |
Load Project Task Template
Besides the initial creation of a project through selecting a project template, you can also extend a project task structure by using the Load Project Task Template action from the Project Task List. In the wizard, make the following selections:
Project Task Template Code: select the project task template to insert.
Load Tasks: true.
Task Starting No.: select from which project task number the selected project task template must be inserted. New project task numbers are created starting from this number.
Step Size Task Nos.: select the interval between the new project task numbers.
The same settings are available for elements and activities.
Project task template lines
Field | Value |
|---|---|
No. | Enter the project task number. This must be numerical and unique. |
Next Task No. | Select the successor project task. Several task numbers can be specified, separated by a pipe: indicating that after task 202, tasks 301 and 303 can start in parallel.
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Description | Enter the description for the project task. |
Type | Posting: usage and sales can only be posted to project tasks of the type Posting. Heading: a heading for a group of project tasks. Total: used when the program totals a series of project tasks that do not immediately precede the Total project task. Begin-Total: a marker for the beginning of a series of project tasks to be totalled, ending with an End-Total project task. End-Total: a total of a series of project tasks starting with the preceding Begin-Total. The total is defined in the Totalling field. |
Invoicing Method | Select an invoicing method for the project task when different from the project invoicing method. Options are: blank = same as project, Time & Material, Fixed Price, Deliverables, No Invoicing. |
WIP Total | Specifies the project tasks to group together when calculating Work in Process (WIP) and recognition. Blank: leave blank if the project task is part of a group. Total: defines the range or group of tasks included in the WIP and recognition calculation. Excluded: applies only to a task with project task type Posting. The task is not considered when WIP and recognition are calculated. |
WIP Method | Contains the name of the WIP calculation method associated with the project. The value comes from the WIP Method specified on the Project card. This field is not editable. |
Project for WIP | Select Budget or Forecast as the basis for the WIP calculation. |
Totalling | Contains an interval or list of project task numbers to total. How the field is completed depends on the project task type selected: for Posting, Begin-Total, or Heading, the field must be blank. For End-Total, the field is filled automatically when you run Indent Project Tasks. For Total, fill in the field manually to indicate which tasks are totalled. |
Element No. | Select a project element for the project task. |
Activity No. | Select a project activity for the project task. |
Nr. of Days | Enter the number of working days estimated for the project task. This quantity is used when calculating the project task starting and ending dates. |
Project Posting Group | Select a project posting group for the project task when different from the project. |
Surcharge Model Code | Select a surcharge model code for the project task when different from the project. |
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Project task template budget lines
For each project task in the project task template, budget line templates can also be added. When inserted in the project, the current cost and pricing is retrieved. The following fields are available:
Field | Value |
|---|---|
Type | Resource, Item, G/L Account, Text, Surcharge, Resource Group, Item Category. |
No. | Select a number based on the type. |
Description | Defaults to the description for the number but can be modified. |
Quantity Per | The quantity specified in the template, updated when the project is made customer-specific. When a Planning Multiplier (defaults to 1) is specified for the project task, the Quantity Per is extended by the planning multiplier to the Quantity. |
Unit of Measure | Unit of measure for the quantity. |
Application | Select Consume or Deliver. |