Phases and project tasks templates
This setup is used in the project record sheets of Akuiteo. When the phase template is specified on the project record sheet, all phases and sub-phases templates are automatically specified under the Phases and tasks tab of the project record sheet.
Setting up phases templates
| DMF | 060604 PROJECT SETUP PHASE TEMPLATES |
This setup is available from Tools > Setup > General setup > Projects > Phase templates.
| Field | Description |
|---|---|
| Name | Specify a name. |
| Label | Specify a label. |
| Valid until |
Specify an expiration date. When the end date has passed, the template can no longer be used. This field is not required. |
| Rank # |
Specify the rank number. |
| Enable unrestricted input for sub-phases |
Check this box to allow the unrestricted input of sub-phases on the project record sheets. Let this box unchecked to restrict the input of sub-phases on the project record sheet to the ones added under the Details section. |
| Project type |
Select the project type on which the phases template can be used. External: The phases template can be applied only to the external projects. Internal: The phases template can be applied only to the internal projects; All : The phases template can be applied to all type of projects. |
Under the Details section, click on 
to add a phase, sub-phase or task template.
Adding a phase or a sub-phase
Specify the following information:
| Field | Description |
|---|---|
| Code | Specify a code for the phase or sub-phase. |
| Label | Specify a label for the phase or sub-phase. |
| Create for project | Click on this box so the phase or sub-phase is directly added to the project. |
| Status code | Select from the help list the status code of the phase or sub-phase to apply. |
| Rank | Specify the rank number to apply to the phase or sub-phase. |
Adding a project tasks template
From the project task template association window, select one or multiple tasks from the help list then click on Validate.
Setting up project tasks template
| DMF | 060608 PROJECT SETUP PROJECT TASK TEMPLATES |
This setup is available from Tools > Setup > General setup > Projects > Project task templates.
| Field | Description |
|---|---|
| Code | Specify a code. |
| Label | Specify a label. |
| End date |
Specify an expiration date. When the end date has passed, the template can no longer be used. This field is not required. |
| Project type |
Select the project type on which the tasks template can be used. External: The tasks template can be applied only to the external projects. Internal: The tasks template can be applied only to the internal projects; All : The tasks template can be applied to all type of projects. |
Adding a task
Click on 
to add a new task to the template.
Under the Main information section, specify the following fields:
| Field | Description |
|---|---|
| Normal task |
Select this option to indicate that it is a normal task with a start and an end date. |
| Project task type |
Select from the drop-down list the task type. Reference For more information about the tasks type setup, see Task types. |
| Expected deadline (+/- days) | Specify the expected deadline for the task realization, in days. |
| Linked employee | Select from the help list the employee to link to the task. |
Hourly sales price (only displayed when the Heures Centiemes feature flag and the PLG_HHCC management rule are enabled) |
Specify the price payed by the customer for an hour of work of the employee on this task. |
| Daily sales price | Specify the price payed by the customer for a day of work of the employee on this task. |
| Excess | Specify the excess on the task. |
| Standard number of days per month | Specify the standard number of days per month on the task. |
| Grouping, Reference | Select from the help list the grouping and reference of the sold item linked to the task. |
Under the Related skills section, select from the help list the skill(s) to link to the task.
Under the General information section, specify the following fields:
| Field | Description |
|---|---|
| Label | Specify the label of the task. |
| Rank # | Specify the rank number of the task. |
| Location | If needed, specify the location where the task is done. |
Under the Workload section, specify the following fields:
| Field | Description |
|---|---|
Task workload unit (by default) (only displayed when the Heures Centiemes feature flag and the PLG_HHCC management rule are enabled) |
Select the task unit to apply by default to the tasks created: |
| Expense | Specify the workload of the task in days. |
| Risk level |
Select from the help list the risk level linked to the task. Reference For more information about the risks levels setup, see Risk level. |
Under the Comment section, specify, if needed, a comment in the dedicated area.
