Defining Project Activity Task

A summary of the activity

Page Objective

Glossary

How to use the web page

Using Online Help

The “Project Activity Task Definition” page appears.

Organization Unit

From the drop-down list box, select the required option. The combo is defaulted with the login OU for you to choose. Mandatory.

Date Format

The date format that is applicable to the login user.

To define project activity task

Project

From the drop-down list box, select the required project. The system loads all the projects which are mapped to the logged in user/manager. Mandatory.

Activity/Process/Transaction

From the drop-down list box select the activity/process/transaction (defined in user defined quick codes) which is loaded on clicking “Get” push button. Activity is loaded for project codes whose billing rule is other than output based. For output based projects, process transaction unit is loaded. Mandatory.

Task

The task assigned against the activity.

Note: The task must be mapped to only one activity for a specific period. Mandatory.

Task Description

The description of the task. Mandatory.

From Date

The start date of the task. This date must be the same as or greater than the project effective start date. Mandatory.

To Date

The end date of the task. This date must be the same as or less than the project effective end date.

Billable (Y/N)

From the drop-down list box, select any one of the following options. Mandatory.

  • “Yes” indicates that the activity-task is billable

  •  “No” indicates that the activity-task is not billable

Site

From the drop-down list box, select the required option. The combo is loaded with the values “Onsite”, “Offshore” and “Onshore” for you to choose. Mandatory.

  • “Onsite” indicates that the task is done onsite

  •  “Offshore” indicates that the task  is done offshore

  •  “Onshore” indicates that the task is done onshore

Note: The system loads the drop-down list box with the values defined in “Additional Masters”.

Applicable for All

From the drop-down list box, select the required option. The combo is loaded with the values “Restrict to Creation OU” and “Copy to all Execution OU” for you to choose. Mandatory.

  •  “Restrict to Creation OU” indicates that the project, activity, task definition is applicable only for the login OU or the creation OU.

  •  “Copy to all Execution OU” indicates that the project, activity, task definition needs to be replicated to all the applicable OU available in project execution.

To retrieve/edit/delete the project activity task definition details

The system displays the following details applicable to the project selected in the multiline:

Activity/Process/Transaction, Task, Task Description, From Date, To Date, Billable, Site, Applicable For All. Multiplication Factor.

OR

Activity/Process/Transaction

From the drop-down list box select the activity for which you require to view project activity task mapping.

Task Code

From the drop-down list box, select the task code to retrieve the project activity task mapping of the specific task.

Task Description

To view all the task description containing specific characters, type in the starting character or characters of the task description in any combination with wild card “*”.

The system displays the following details in the multiline based on the search criteria:

Activity/Process/Transaction, Task, Task Description, From Date, To Date, Billable, Site, Applicable For All, Multiplication Factor.

Note: You are allowed to edit/delete the project-activity-task definition only if the details are not used in the time entry.

On saving, based on the value selected for “Applicable for All” combo, the task-activity combination would either be available only in creation OU or made available in all execution OU.

 

 

 

 

 

 

 

 

 

 

 

 

 

6      Hyperlinked topics below

Page Objective

Use this page to create, or retrieve the project activity task definition details.