Create a Task group

A task group is a type of dimension that simplifies the process of capturing task data for projects as you enter transactions. A task group is bound to a specific project in the same way a task is bound to a project. This means you must first identify a project to be able to create a task group.

For more information, see About Task groups.

This help page applies to standard dimensions only. For information on user-defined dimensions, see Manage user-defined dimensions.
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 user with admin privileges

Construction Manager

Project Manager
Permissions
  • Business: all
  • Project manager: create, edit
Previous step Configure Projects

Enable the Task dimension

Before you begin creating a task group, you must have a configured task dimension for the project. For more information, see Project applications and dimensions.

  1. Go to General Ledger > Setup > Configure.
  2. Under the Dimension Settings section, select Task.
  3. Select Save.

Add a task group

You cannot change the group ID after you save the group, but you can edit the name later.
  1. Go to Projects > Setup > Tasks > Groups.
  2. Delect Create in the top right corner of the window.

  3. On the Project group information page, enter or select a Task group ID and Task name in the respective fields. Optionally, enter a project Description.

  4. From the Group type dropdown, select an option to specify which members are included in when filtering on this dimension group.

    • Select All members to set up filters that automatically select the group members from a pool of all dimension members.

    • Select Specific members to select the dimension members manually. You can then apply filters to refine the group further.

  5. Select a Sort order: Ascending or Descending, then select a Sort field from the dropdown menu and enter the desired Maximum matches.

  6. Optionally, select the check box to include a Dimension structure.
    Creating a dimension structure from a group allows you to add the group to the rows or columns of a financial report.

  7. Optionally, add filtering to the group:

    1. Select the field that you want to filter.

    2. Specify a Filter, Operator, and Value, then set the Filter conditions.
      The options depend on the field you selected. For more information, see Filter with Project dimensions.

  8. Select Save.

Control the display order of a group

How you define the group determines the display order for members.

Sort options for dimension members
Group type How to sort members

All members

By default, members are sorted in ascending order based on ID, but you can change the sort order. For example, you can sort a customer group in Ascending order based on the Last Name field.

To define the sort order, set the Sort order to Ascending or Descending and then select the field to use for sorting.

Specific members

Members will be displayed in the order they appear in the Members list.

Learn how to select and order members.
  1. Select All members as the group type.
  2. Change the sort order as needed.
  3. In the Filters list, filter for all Active members.
    1. For the Field, select Status.
    2. For the Operator, select equals.
    3. For the Value, select Active.
  1. Select All members as the group type.
  2. Change the sort order as needed.
  3. Use the Filters list to filter on specific fields (such as the department manager).
Do not select any specific members. If you select specific members (such as particular locations or vendors), the filters will apply only to the members that you selected.
  1. Select Specific members as the group type.
  2. Use the Members list to add, delete, or reorder members.
  3. Do not apply any filters to the group.
  1. Select Specific members as the group type.
  2. Use the Members list to add, delete, or reorder members.
  3. Use the Filters list to narrow the members further based on specific fields.
Non-numeric fields are matched alphabetically.
  1. Select All members as the group type.
  2. Set the Sort order to Ascending or Descending and then select the field to use.
  3. Enter the number of matches in the Max matches field.

Select dimension members and set their order

When you select specific members of a dimension, you’re picking what you want to include. For example, you might want to create a group that contains projects with a certain status.

  1. Set the Group type to Specific members.

  2. Use the Members list to select the members to include. The sort order that you select will be used in any reports that show dimensions in columns or rows.

If you're creating a dimension group at the top level, you cannot include members that belong to an entity. Try creating the dimension group from the entity itself.

Learn more