The 'Task Codes' module allows you to create your list of task codes on a spreadsheet and upload it as your company's task code list. You can include task items with just task codes and task names, and packages containing task items with planned production quantities. You can also define effort hours for the packages.
You can download the template for the task code list in Excel file format from the console, fill-in the line items and upload it as your company task code list.
To download the file format
- Click the 'Import' button on the top right.
- Click 'Download' at the bottom right to obtain a blank Excel file containing the required field headers.
- Create your task code list in the Excel file by entering the values for each line item.
Requirements of the Excel file:
- The Excel file should contain a list of tasks and their respective custom codes
- Each line should contain one task entry.
- Enter the values for the tasks under the following column headers.
- 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.
- 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.
- Unit - The measurement unit by which the amount is measured.
- Effort - The labor involved to get a specified amount of work done.
- Save the Excel file with an appropriate name.
To upload the filled-in task code list
- Log in to the company management console
- Click ‘Task Codes’ on the left
- Click 'Import'
- Click inside 'Browse' and navigate to the file you want to upload.
- Alternatively, drag and drop the file into the box
Your entries are validated and added to the draft list if there are no errors in them.
- Click the 'Save' button.
Once saved, the items are added to your task code list and are auto-added with color codes. You can change these color codes as required. The task type for the items is set as 'Admin' by default.
- Enter the task type for each item manually. The permitted values are 'ADMIN,' 'OFFICE,' 'FIELD' and T&M.
- Enter the cost type as fixed or variable and cost attribution as direct or indirect.
- Click 'Import' > 'Create' > 'Add Row' 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:
- Click the
icon to download the list as an Excel sheet. See Download List Views and Logs in Excel Format for more.
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