Add Task Codes Manually

You can add the items individually by specifying the code, task name, and other parameters manually from scratch. This is also helpful if you add custom task items to the list already created by importing from the CSI MasterFormat or using a spreadsheet file.

To create the list from scratch

• Open the 'Task Code' screen
• Click the 'Import' button on the top right.
• Click 'Create'
• Click '+Add Row' at the bottom. Each time you do, a new blank row will be added to the bottom of the table.
• Each line in the table should contain one task entry. 
• Enter the values for the tasks under the following column headers. 
  • Task Code - The unique task code associated with the category/task. Entering the task code will auto-populate the task name and details/parameters in the WBS set up in the project management portal.
  • Task name - The label of the task, shortly describing it.
  • Task Type- The nature of the work performed. The permitted values are 'ADMIN,' 'OFFICE,' 'FIELD,' and T&M.
  • Cost type- The classification of expenses associated with a task. Useful if the code is specific for a cost category like 'Material,' 'Labor,' 'Equipment,' 'Overhead,' etc. The permitted values are 
    • Fixed- Predefined cost allocation
    • Variable- Changing cost based on usage or condition
  • Cost Attribution- Type of cost allocation to the task. Useful if the code is specific for a cost category like 'Material,' 'Labor,' 'Equipment,' 'Overhead,' etc. The permitted values are
    • Direct - For project-specific costs, including materials, labor, and equipment costs
    • Indirect - For overhead costs, miscellaneous expenses, and subcontractor costs
• The next three parameters are useful if the code for a specific work package or deliverable 
  • Quantity - The amount of work done. 
  • Effort - The labor involved to get a specified amount of work done.
  • Unit - The measurement unit by which the amount is measured.
  • Status- The current status of the task code, whether active or inactive.

• Click '+Add Row' to add more line items.
• Click 'Save' to save your draft. You can edit the values before submission.

Enter the task type for each item manually. The permitted values are 'ADMIN,' 'OFFICE,' 'FIELD,' and T&M

The items are included in your company task code list and are auto-added with color codes. You can change these color codes as required.

• Click 'Import' > 'Create' > 'Add Row' and repeat the process to add more items anytime.
• Change the color code to the task codes as mentioned here.

Search and filter options:
Use the 'Search' box located at the top left to locate an item using any value from the table as search criteria 
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these: 	
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views	
Download List in Excel Format
Click the icon to download the list as an Excel sheet. See Download List Views and Logs in Excel Format for more.