About task groups

  • A task is a unit of work to be performed for a project.
  • A dimension is a classification system for organizing, sorting, and reporting on information in meaningful ways.
  • A dimension group is a particular set of members in a dimension, or a set of members that meet certain criteria. For example, you can create projects groups for projects located in a particular geographic location or projects with a specific customer base ,or of a certain nature, such as manufacturing or retail projects.
This topic applies to standard dimensions. For user-defined dimensions, see Manage user-defined dimensions.

Video: Dimensions - what they are and how they work

If you're not familiar with dimensions, the following video introduces dimensions and how they can help you gain insight into your project financials:

Construction terms

The Construction industry uses specific terminology that can differ from Sage Intacct terminology. Understand how Sage Intacct terms align with Construction industry terms.

You can then change Sage Intacct terminology to match Construction industry terms. For example, you can change project to job.

Task groups in reports and dashboards

Defining a group gives you additional control over what appears in reports and dashboards. In general, any group that you create appears as additional filter choices.

Task groups allow you to do the following:

  • Manually select a set of members of the group.
  • Filter to include members that meet certain criteria, such as tasks of the same type or tasks associated with a specific project.
  • Control the order in which the members appear in report columns and rows.
  • Take advantage of dimension counts to post to statistical journal entries automatically.

Learn more about dimension groups

To learn more about dimension groups, see the following help topics: