Tasks Table Fields
Project Name
Lists the projects on which your organization participates. The name links to the Project Home Page. For a Lien Waiver Only Sub-Tier (LW Sub), the name links to the Sub-Tier Home Page.
Type
Lists the type of task to complete. Task types include administrative, budget, compliance, draw, integration, payment, project, and system-related actions. Lien Waiver Only Sub-Tiers will only see administrative, project, and system-related actions.
Administration
Account administration tasks, such as resetting a password or PIN.
Budget
Change order and schedule of values tasks.
Compliance
Lien waiver and legal document requirements tasks.
Draw
Invoice submission tasks including Enter Billing Details, Sign Invoice, and Manage Invoice.
Integration
Accounting system or Enterprise Resource Planning (ERP) import and export tasks.
Payment
Disbursement, authorization, or payment receipt tasks
Project
User role, project settings, and project participant tasks.
System
Tasks related to application operation.
Task
Shows open tasks; the name links to the page where a user can complete the task.
Draw
Lists the draw number the task affects.
Received Date
Lists the date the system assigned the task to the user.
Assigned to
Lists the users who should complete the task.
Last Published Wednesday, July 10, 2024