Tasks Window Reference (Oracle Projects Help)


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Tasks Window Reference

This section describes the fields you can enter when you create new tasks in the Tasks window. For more information about options you specify at the task level, see: Project and Task Options.

As you create tasks, Oracle Projects defaults values from the project or the parent task to the new task. A top task accepts default values from its owning project. In addition, a new subtask accepts default values from its owning parent task.

If you modify project attributes, Oracle Projects does not change the default task information for existing tasks. In addition, if you modify task attributes, Oracle Projects does not change the default task information for lowest tasks. However, new top or lowest tasks you subsequently create inherit the new default information.

The following task details default from the project to any new top or child tasks:

Organization

Start date

Completion date

Service type

For top tasks, this defaults from project type

For sub tasks, this defaults from the parent task

Task manager

No default for top tasks

Work Site

For top tasks, this defaults to the customer work site if only one customer

For sub tasks, this defaults from the parent task

Cost burden schedule

Capitalizable indicator (for capital projects only)

For top tasks, this defaults to capitalizable

For sub tasks, this defaults from the parent task

Billable indicator (for contract projects only)

For top tasks, this defaults to billable

For sub tasks, this defaults from the parent task

Billing schedules and discounts (for contract projects only)

Task Number

Unique identification number of the task within the project. You can enter a numeric or alphanumeric value.

For audit trail purposes, you cannot modify a task number after you create customer invoices for the project, or charge expenditure items, requisitions, purchase orders, or supplier invoices to the project.

Suggestion: Oracle Projects sorts your WBS by the task number within a WBS level, so ensure that your numbering methods reflect an organized WBS. See: Set Up a Project Work Breakdown Structure.

Task Name

A short, descriptive name of the task. You can use the same task name many times within a project.

Start Date and Completion Date

The duration of the task. You can leave both dates or just the end date blank; you must enter a start date to enter a completion date. The task dates must be within the project dates and the dates of the parent task. You cannot charge an expenditure item whose date falls outside the task dates to that task. These dates are defaulted from the project for top tasks and the parent task for subtasks.

Task Manager

The employee responsible for managing this task.

Organization

The organization that manages the task. You can use the organization for reporting and AutoAccounting. This value is defaulted from the project organization; the task organization can be different from the project organization. You can choose any organization that is identified as a project or task owning organization based on the Project/Task Organization Type you set up in the Implementation Options form.

For audit trail purposes, there are controls over when you can change a task organization. See: Changing the Owning Organization.

Service Type

The type of work performed on this task. You use this value for reporting and AutoAccounting. This value is defaulted from the project type of the project.

Allow Charges

This check box controls whether to allow new expenditure items to be charged to a task. You can only enter expenditure items at the lowest task. The default is to allow charges for all new tasks. You can only allow charges for lowest tasks. Parent tasks are not chargeable. Uncheck this check box if you want to prevent new charges to this task. Oracle Projects automatically unchecks the check box for a task when you create a child task for it. See: Determining if an Item is Chargeable.

Capitalizable

This check box controls whether the expenditure items you charge to the task are eligible for capitalization. The capitalizable indicator is applicable for capital projects only. See: Specifying Capitalizability of Capital Project WBS Levels.

Billable

This check box controls whether the expenditure items you charge to the task are eligible for revenue accrual and billing. The billable indicator is applicable for contract projects only. See: Billing for Contract Projects and Determining if an Item is Billable.

Location

The customer work site address where you perform a task. You can select any active, ship-to site defined for a project customer. Oracle Projects uses the work site when determining the ship-to site for taxing of project invoices on contract projects.