Defining Project Activity Task
Select the “Project Activity Task Definition” activity under “Time sheet Billing and Administration”.
The “Project Activity Task Definition” page appears.
Enter the following field details in the header:
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. |
The system displays the following in the header:
Date Format |
The date format that is applicable to the login user. |
To define project activity task
Enter the following in the header:
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. |
Enter the following field details in the multiline:
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.
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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.
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.
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To retrieve/edit/delete the project activity task definition details
Select the project from the Project drop-down list box and click on the “Get” pushbutton.
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
Enter the following search criteria:
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 “*”. |
Click “Search” pushbutton.
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.
Edit or delete the details, if required.
Note: You are allowed to edit/delete the project-activity-task definition only if the details are not used in the time entry.
Click “Save” pushbutton to save the details entered.
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
Use this page to create, or retrieve the project activity task definition details.