About project tasks

A project task is the smallest identifiable piece of work that is a part of the project, and you can select an invoicing rule for each project task to determine how it will be invoiced.

• You create a project task when you are configuring a new project from the beginning or when you need to add a new project task to an existing project
• You can also create new project tasks directly in the Project tasks (PM302000) window by specifying the identifier of the project to which the project task relates, the identifier of the new project task, and the settings specific for the project task.
• When you create a project-related document, you must specify a project task for each document line. If you have specified one of the project’s tasks as the default one for the project, the system will automatically insert this project task in the lines of documents when you select the project.
• When you process a sales or purchase invoice related to the project, the system may automatically generate additional general ledger transaction lines, for instance, to include a discount or freight charge. To automatically associate these transaction lines with specific project tasks, you need to map particular general ledger accounts to specific project tasks within the project in the Default task for the general ledger account table on the Defaults tab the Projects (PM301000) window. In the automatically generated transaction lines posted to the general ledger account mapped to a project task, the system will specify this project task by default.

Related pages

Tasks

• Projects (PM301000)
• Project tasks (PM302000)