Tasks are used to describe the actual work performed when making material, expense, or labor entries for a project. At least one task must be created since all entries require a task. Each project must have one task designated as the default task and this default task will be entered automatically by TRX in entry screens for the project.
The tasks entered in this screen are global tasks (they can be used in any project or billing category.) Each project can also have its own set of unique tasks which are entered in the Billing & Tasks tab of the project screen.
- Task – This is the task code, up to 10 characters.
- Sub/Task - Tasks can be broken down into sub-tasks. Each task/sub-task has both a title and a description. The title is a very short description of the task. The task description is a detailed description of the work.
- Description - This is the detailed description of the task, up to 1000 characters.
- Billing Rate - This is the default billing rate to use when entering timesheets for the task. When the task is entered for a project you can specify a different billing rate for the task and the "new" billing rate will be used for timesheet entry. You can use F9 for a list of available Billing Rates.
- Burden - This is the burden to use for burden calculations when the task is used for material and labor entries. When the task is entered for a project you can specify a different burden for the task and the "new" burden will be used for labor and material entries. You can use F9 for a list of available Burden codes
Note: Tasks are one of the few elements that remain from the pre-food equipment industry days. They constitute a level of project management that is not utilized in the food equipment industry. But, like most set up features at least one billing category and task is needed. So unless you are considering building ships in dry-dock we recommend copying the below setup.