Project template tasks (PM208010)

The method of calculating the percentage of completion for tasks based on this task template. The following options are available:

Manual

Users manually specify the task completion percentage for each task in the Completed (%) field.

Budgeted quantity

The system automatically calculates the task completion percentage based on the total actual and revised budgeted quantities of the budget lines selected to be used for the calculation.

Budgeted amount

The system automatically calculates the task completion percentage based on the total actual and revised budgeted amounts of the budget lines selected to be used for the calculation. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts.

For more information, see: About the calculation of task completion percentage

The way the task becomes eligible for invoicing. You can select one of the following options:

By invoicing period

The task is available for invoicing on demand for the projects with the On demand invoicing period and is available for invoicing at the end of the invoicing period specified for the project with another invoicing period.

On task completion

The task can be invoiced only when it is completed.

On project completion

The task is available for invoicing at the end of the project.

A check box that indicates whether transactions in the General ledger workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in general ledger documents, and the release of these documents automatically updates the project data.

A check box that indicates whether transactions in the Supplier ledger workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in supplier ledger documents, and the release of these documents automatically updates the project data.

A check box that indicates whether transactions in the Customer ledger workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in customer ledger documents, and the release of these documents automatically updates the project data.

A check box that indicates whether transactions in the Sales workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in sales documents, and the release of these documents automatically updates the project data.

A check box that indicates whether transactions in the Purchases workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in purchase documents, and the release of these documents automatically updates the project data.

A check box that indicates whether transactions in the Inventory workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in inventory documents, and the release of these documents automatically updates the project data.

A check box that indicates whether transactions in the Cash management workspace can be associated with tasks created by using this template task.

With this check box selected, users can select the task in cash management, and the release of these documents automatically updates the project data.

A check box that indicates whether the transactions of the Employee time card (EP305000) and Employee time activities (EP307000) windows (in the Time and expenses s workspace) can be associated with the task based on this template.

If you select this check box, users can select the task in documents, and the release of these documents automatically updates the task data.

A check box that indicates whether transactions from Expense can be associated with the task based on this template.

If you select this check box, users can select the project in documents, and the release of these documents automatically updates the project data.

The source of the account for the invoicing transactions, which can be one of the following:

Recurring item

The sales account associated with the non-stock item specified for the row

Project

The sales account associated with the project

Task

The sales account specified for the row in the Account column

Customer

The sales account associated with the customer

The rule for selecting segment values for the subaccount to be used for recurring invoicing transactions. To set up the rule for selecting segment values, select a segment, press F3, and select a source of the segment value, which is one of the following options:

B

The subaccount associated with the non-stock item specified for the row

P

The subaccount associated with the project

T

The subaccount specified for the row in the Subaccount column

The setting that indicates whether the system resets the quantity of the service or labour, which is specified as the Included value, when invoicing is performed. You can select one of the following options:

Never

Visma Net carries over any used amount to the next period.

On invoicing

The system resets the quantity of the service or labour when invoicing is performed. Any unused hours of service in the current period are not carried over to the next period.

The quantity of the service or labour that is included in invoicing period.

If the quantity of service or labour provided to customer exceeds this value for the current invoicing period, all extra quantity is charged at the regular rate.