Configure task dimensions

The task dimension simplifies the process of capturing task data for projects as you enter transactions. A task is bound to a specific project. This means you must first identify a project to be able to select a task.

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

Best practices

  • Enable the task dimension when there are few active projects or a limited number of open billing charges. Pick a specific point when your transactions are as clean as possible, such as at month-end, quarter-end, or year-end.
  • If you enable the task dimension, reports will not combine or include transactions for both task and class dimensions on the same report. If you enable the task dimension, report data reflects only transactions from that time going forward. For prior transaction information, refer to reports generated prior to enabling the task dimension.
Note the date when your organization enables the task dimension. Run reports for active projects before and after that date. Keep both sets of reports for historical reference.
  • Implement a unique Task ID numbering scheme to identify which transactions occurred before and after the date you enabled the Task dimension.
  • The task dimension is dependent on the projects dimension. A unique task, regardless of its ID or name, exists only within the construct of a specific project. To enforce task consistency across projects and to simplify reporting on tasks, consider using the Standard task catalog.

Task dimensions

Task dimensions, like tasks, are applicable to applications across Sage Intacct. A project is independent of tasks or cost types. Tasks are unique to a specific project, and cost types depend on the existence of the project and task dimensions.

The Construction subscription enables the project, task, and cost type dimensions. While use is optional, you can't disable these dimensions. To acquire or enable a Construction subscription, contact your Sage Intacct Corporate Account Manager (CAM).
Subscription
  • Project subscription, Project Costing or Project Costing and Billing module
  • Project dimension enabled (in the General Ledger)
  • Construction subscription (enables task dimension)
User type
  • Business with admin privileges
  • Project Manager
Permissions
  • Business: all
  • Project manager: create, edit
Previous step Configure Projects

How to configure task dimensions

Before changing your configuration, understand your current workflow and reporting needs. Contact your Sage Intacct Corporate Account Manager (CAM) or account partner for their insight on how changing your current configuration may impact your environment.

The task dimension is a manual go-forward approach that applies to new transactions only; existing (historical) task transactions are not updated.

This procedure shows you how to enable both the projects and task dimensions. For more information on projects dimensions, see Configure projects dimensions.

  1. Go to General Ledger > Setup > Configure.
  2. Under the Dimension Settings section, select the following to Enable the dimensions:
    • Projects
    • Task
  3. Select Save.

You can use the task dimension in other modules:

Learn more

For answers to frequently asked questions about task dimension, see About task dimensions.