About project tasks

A task is a unit of work to be performed for a project that you can use to do the following:

  • Capture task data wherever you enter transactions.
  • Track project work by task, and assigned resources.
  • Identify which tasks are billable to the customer.
  • Enter estimated and planned hours, track percent completed as the task progresses, and create recurring schedules.
  • Create task dependencies so one task doesn't start until another finishes.
  • Set other optional information, such as the priority or status of the task.

Construction and tasks

A Construction subscription is required to use tasks with a project.

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.

 

Sage Construction Management allows up to four sections in the task ID (cost code) (Division, Major, Minor, and Sub-Minor). But Sage Intacct recommends up to three levels. Since Sage Construction Management supports Sub-Minor cost codes even though Sage Intacct does not, if you decide you want four levels, use a decimal to represent the 4th section. For example:

  • l 09-00-00.00

  • l 09-30-00.00

  • l 09-30-13.00

  • l 09-30-13.01

 

How to use tasks

You can use tasks with a project to do the following:

  • Identify which tasks are billable to the customer.
  • Enter estimated and planned hours, track percent completed as the task progresses, and create recurring schedules.
  • Create task dependencies so one task doesn't start until another finishes.

 

All project tasks behave exactly the same, whether they are added from the Standard Task Catalog or new. The only difference is that a task based on a standard task contains prefilled values.