Create Contract Task Templates
Contract Task Templates provide a way to standardize the setup of one or more Tasks for Projects that make up the Contract. The Template can designate one line per Project or link multiple Projects to a single Task.
To create a new Contract Task Template:
Navigate to the Role Center > Setup > Template Setup > Contract Task Template.
Select New from the ribbon and complete the following fields:
| Field Name | Description |
|---|---|
| Code |
Create a unique Code to identify the new Contract Task Template. |
| Description | Enter information for the new Contract Task Template. |
| Template Lines | Select the newly created Contract Task Template, click this option from the ribbon to add Tasks and details to the Template. |
| - Code: Create a unique Code to identify the new Task Number. | |
| - Description: Enter information to identify the new Task | |
| Task Type | select from the list to determine the type and function of this Task: |
| - Posting: Line is associated with a Posting Account. | |
| - Heading: Information only text lines. | |
| - Total: Used to sum Tasks. Noncontiguous Tasks can be selected. | |
| - Begin-Total: Used to enter a starting balance for transactions not recorded in Progressus. | |
| - End-Total: The sum of designated Posting Accounts. | |
| - Pre-Order: This field is used when the Project Task is in the Plan or Quote phase. In order to have usage posted before the Contract or Project is open, Pre-Order needs to be selected for the Project Task and the Contract Task. | |
| - Resource Chargeable:The Chargeable field is included on each transaction and defines if a transaction is included in the Invoice Suggestions automatically. Select this field to make Resource transactions using this Contract Task chargeable by default. | |
| - Item Chargeable: The Chargeable field is included on each transaction and defines if a transaction is included in the Invoice Suggestions automatically. Select this field to make Item transactions using this Contract Task chargeable by default. | |
| - Expense Chargeable: The Chargeable field is included on each transaction and defines if a transaction is included in the Invoice Suggestions automatically. Select this field to make Expense transactions using this Contract Task chargeable by default. |
Note
Users can modify the Chargeable field during invoicing if the value was incorrectly set on the transaction.