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This activity allows you to create and maintain the task details. This page also allows you to specify material requirements and resource requirements for execution of the task. There are three tabs namely, Task details, Material Requirements and Resource Requirements. The system captures the following details on selecting the Task details tab: Task code, Task Desc. Task Group, Effort, Time UOM, Output Quantity, Output UOM, Task Type, Inactivate, Reason Code, Reason Desc., Remarks, and Date from. The system captures the following details on selecting the Material requirement details tab: Item code, Item Variant Code, UOM, Rate Per UOM, Quantity, Remarks, Item Type, and Item description. The system captures the following details on selecting the Resource requirement details tab: Resource, Resource Type, Equipment/Role Desc., Usage Duration, UOM, and Rate Per UOM.
Select the “Maintain Task” activity under the “Masters” business component.
The “Maintain Task” page appears.
Viewing Tasks
Enter the following details in the “Search Criteria” group box:
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Task Code From |
The task code from which you want to maintain the task. |
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Task Code To |
The task code up to which you want to maintain the task. |
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Status |
Use the drop-down list box to select the status by which you want to retrieve the task details. The options displayed are Active, Inactive and deleted. |
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Task Desc. |
The description of the task for which you want to maintain the task. |
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Task Group |
The name of the task group for which you want to maintain the task. Task Groups are created in the “Maintain Codes” activity. |
Click the Search button to retrieve the Task details.
There are three tabs displayed namely, Task details, Material Requirements, and Resource Requirements:
To view Task Details
The Task Details tab is displayed by default.
Enter the following details in the “Task Details” multiline:
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Task code |
A unique code of the task. |
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Task Desc. |
The description of the task. |
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Task Group |
Use the drop-down list box to select the task group for mapping the tasks. The system displays “Blank” by default on launch of the page. |
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Task Sub Group |
The sub group of the task. |
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Effort |
The effort for the task. |
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Time UOM |
Use the drop-down list box to select the unit of measurement of the time for the task. The combo is loaded with “Days” and “Hrs”. The system displays “Days” by default on launch of the page. |
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Output Qty. |
The output quantity of the task. |
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Output UOM |
The output UOM of the task. |
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Complementary Task |
Use the drop-down list box to link task as complementary task in the task master. The combo is loaded with “No” and “Yes”. The system displays “No” by default on launch of the page. |
Note:
1. You cannot map materials, to a complementary task. The complementary task inherits materials from the parent task to which it is mapped.
2. For a complementary task, you cannot enter a different value for output quantity and Output UOM, than specified in the parent task. The system defaults the values from its parent task when no values are specified.
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Parent Task |
A unique code identifying the parent task. |
Note: One parent task can have only one complementary task.
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Task Type |
Select the drop-down list box to select the task type. |
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Inactivate |
The checkbox displays whether the task is inactive or not. |
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Reason Code |
The reason code for inactivating a task. Help utility is provided. Reason codes are created in the “Maintain Codes” activity. |
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Reason Desc. |
The description for the reason code. |
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Remarks |
The remarks for the task, if any. |
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Created By |
The login user ID of the person who created the task details. |
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Created Date |
The date on which the task details was created. |
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Modified By |
The login user ID of the person who modified the task details. |
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Modified Date |
The date on which the task details was modified. |
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Subcontracted |
Select the check box, if the task is subcontracted. |
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Supplier Code |
A unique code identifying the supplier. |
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Rate |
The task rate. |
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Computed Rate |
Indicates the Task Rate, which is computed as Sum of the Material and Resource Cost. |
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Item Code |
A unique code identifying the item. |
Note: This service item is auto generated, if the Subcontract check box is enabled.
To view the material requirement details.
Click the Material Requirement details tab.
The system displays the Material Requirement details tab.
Select the following fields:
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Task Group |
Use the drop-down list box to select the task group for which you want to view the material requirement details. The list of available task groups is displayed as options. |
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Task |
Use the drop-down list box to select the task for which you want to view the material requirement details. The list of available tasks is displayed as options. |
The following field is displayed for the selected task:
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Task Desc. |
The description of the task. |
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Task Sub Group |
Indicates the sub group of the selected task. |
The following details are displayed in the Material Requirements multiline:
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Item code |
A unique code that identifies the item. Only Items which have been defined in Inventory module can be specified. |
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Item Variant Code |
The variant code of the item |
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Item Description |
The detailed description of the item. |
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Item Type |
The Item type, whether it is a raw material, finished goods, consumables etc.. |
Enter the following details in the “Material Requirements” tab:
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Quantity |
The quantity of the item. |
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UOM |
The unit of measurement of the item. |
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Rate Per UOM |
The rate per uom of the item. |
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Ownership |
Use the drop-down list box to select the material ownership. The combo is loaded with “Vendor”, “Customer” and “Self”. The system displays “Vendor” by default on launch of the page. |
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Issue |
Use the drop-down list box to select “Yes” if the material has any issue, else, select “No”. |
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Task Rate |
Use the drop-down list box to select the task rate details. The combo is loaded with “Include” and “Exclude”. The system displays “Include” by default on launch of the page. |
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Remarks |
The remarks regarding the item. |
To view the resource requirement details.
Click the Resource Requirement details tab.
The system displays the Resource Requirement details tab.
Select the following fields:
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Task Group |
Use the drop-down list box to select the task group for which you want to view the material requirement details. The list of available task groups is displayed as options. |
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Task |
Use the drop-down list box to select the task for which you want to view the material requirement details. The list of available tasks is displayed as options. |
The following field is displayed for the selected task.
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Task Desc. |
The description of the task. |
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Task Sub Group |
The sub group of the task. |
The following details are displayed in the Resource Requirements multiline:
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Resource |
The name of the resource. |
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Resource Type |
The type of the resource – whether it is a man or a machine. |
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Equipment/Role Desc. |
The description for the Equipment. |
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Usage Duration |
The duration of usage. |
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UOM |
The unit of measurement of time. |
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Rate Per UOM |
The rate per usage UOM for the resource, used for billing / estimation purposes. |
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Ownership |
Use the drop-down list box to select the material ownership. The combo is loaded with “Vendor”, “Customer” and “Self”. The system displays “Vendor” by default on launch of the page |
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Task Rate |
Use the drop-down list box to select the task rate details. The combo is loaded with “Include” and “Exclude”. The system displays “Include” by default on launch of the page |
Creating Tasks:
To record Task Details
The Task Details tab is displayed by default.
Enter the following fields in the multiline:
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Task code |
A unique code of the task. |
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Task Desc. |
The description of the task. |
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Task Group |
The name of the task group. |
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Effort |
The effort for the task. |
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Time UOM |
The unit of measurement of the time for the task is displayed as “Days” or “Hrs”. |
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Output Qty. |
The output quantity of the task. |
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Output UOM |
The output UOM of the task. |
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Complementary task |
Use the drop-down list box to specify whether complementary task details should be specified or not. The combo is loaded with “Yes” and “No”. The system displays “No” by default on launch of the page. |
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Parent Task |
A unique code identifying the parent task to which the task code has to be mapped. |
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Task Type |
Select the drop-down list box to select the task type. |
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Inactivate |
The checkbox displays whether the task is inactive or not. |
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Reason Code |
The reason code for inactivating a task. |
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Remarks |
The remarks for the task. |
Click the Maintain button to save the task details.
The system saves the above details and displays the following in the task details multiline:
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Reason Desc. |
The description for the reason code. |
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Created By |
The login user ID of the person who created the task details. |
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Created Date |
The date on which the task details was created. |
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Modified By |
The login user ID of the person who modified the task details. |
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Modified Date |
The date on which the task details was modified. |
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Subcontracted |
Select the check box, if the task is subcontracted. |
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Supplier Code |
A unique code identifying the supplier. |
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Rate |
The task rate. |
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Computed Rate |
Indicates the Task Rate, which is computed as Sum of the Material and Resource Cost. |
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Item Code |
A unique code identifying the item. Note: This service item is auto generated, if the Subcontract check box is enabled. |
Note: If the user changes the complementary flag of a task, the application checks that if the task has been mapped to any project that is not in deleted status. If the task is mapped to any project, which is not in deleted status, application displays an error message preventing changing of the complementary task flag.
Calculation of Computed Rate and Rate
|
Item code |
Qty |
Rate per UOM |
Material cost |
Task Rate |
|
cmtg43 |
5 |
245 |
1225 |
Include |
|
steel |
8 |
900 |
7200 |
Include |
|
Brick |
10 |
300 |
3000 |
Exclude |
|
|
|
1145 |
8425 |
|
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Resource Code |
Qty |
Rate per UOM |
Resource cost |
|
Res1 |
5 |
200 |
1000 |
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Res2 |
5 |
100 |
500 |
|
|
|
1145 |
1500 |
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Task code |
Rate |
Computed rate |
|
CST_001 |
992.5 |
992.5 |
Computed Rate = Sum of (Material Cost + Resource Cost)/ Task output qty)
Materials and Resources whose Task Rate is Exclude will not be used in Task Rate calculation
If the Task output qty is 10, then Computed Rate = 992.5
Rate column will be defaulted with the Computed Rate. Rate cannot be changed by the user.
If the Computed Rate is derived as ‘0’, then the user can specify any Rate in the Rate column.
Once Computed Rate becomes greater than ‘0’, then the user specified rate will be overwritten by the derived rate.
To record the Material Requirement details:
Click the Material Requirement details tab.
The system displays the following fields:
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Task Group |
The name of the task group. |
|
Task Desc. |
The description for the task. |
Enter the following in the “Material Requirement” details.
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Item code |
A unique code of the item. Click the lens icon to select the item code from the Help on Codes page. |
|
Item Variant Code |
The variant code for the item. |
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UOM |
The unit of measurement for the item. |
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Rate Per UOM |
The rate per UOM for the item. |
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Quantity |
The quantity of item required. |
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Remarks |
The relevant remarks regarding the item. |
The following details are displayed for the specified item code:
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Item Type |
The Item type. |
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Item Desc. |
The description of the item. |
Click the “Save” button to save the material requirement details.
To record the Resource Requirement details:
Click the Resource Requirement details tab.
The system displays the following fields:
|
Task Group |
The name of the task group. |
|
Task Desc. |
The description for the task. |
Enter the following in the “Resource Requirements” multiline:
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Resource |
The name of the resource. |
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Resource Type |
The type of the resource |
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Equipment/Role Desc. |
The description for the Equipment. |
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Usage Duration |
The duration of usage. |
|
UOM |
The unit of measurement of time. |
|
Rate Per UOM |
The rate per usage UOM for the resource. |
Click “Save” button to save the resource requirement details.
Select the “Attach Notes” link at the bottom of the page to specify notes.
