About task dimensions
Related information
Related topics
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:
About construction task dimensions
The Construction subscription enables the project, task, and cost type dimensions. While use is optional, you can't disable these dimensions. As a WBS best practice, use the dimensions together to build the project hierarchy. The 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 uniqueness of a cost type is bound to a specific project and task, meaning you cannot select a cost type without first identifying the project and task in that project. Learn more about how dimensions work in the WBS.
| Subscription |
|
|---|---|
| User type |
Business user with admin privileges Construction Manager Project Manager |
| Permissions |
|
| Previous step | Configure Projects |
How to set up task dimensions
You set up task dimensions by configuring General Ledger. You must have administrative privileges to perform this task.
For best practices and step-by-step instructions, see Configure task dimensions.
Reporting Considerations
- The Financial Report Writer (FRW) treats each task individually.
To group tasks together, use Task dimension groups. - The Custom Report Writer (CRW) and the Interactive Custom Report Writer (ICRW) can group tasks automatically based on task ID or task name.
Frequently asked questions
Before the availability of the task dimension, you could capture collected hours for tasks only on timesheets. To categorize and summarize tasks on timesheets, you could associate the class dimension with tasks.
Using the task dimension enables you to capture financial transaction data in addition to the hours data currently captured on timesheets.
If what you are doing now works for your organization, you can continue to use the class dimension exactly the same way without making any changes. The task dimension doesn't replace your existing functionality or configuration.
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.
Yes. After you enable the dimension in the General Ledger, you can select tasks in any module where you enabled the Task dimension, including:
- Accounts Payable
- Accounts Receivable
- Inventory Control
- Order Entry
- Projects
- Purchasing
- Time
- Expenses
No. Once your task dimension has GL transactions associated with it, you cannot disable it at any time.
No. If your organization already associates the class dimension with task, you can continue to work exactly the same way without any changes.
However, if you need to use the class dimension for another purpose, consider using the task dimension to track task transactions.
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.
Yes. You can associate the class dimension with tasks and enable the new task dimension at the same time.
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.
No. Enabling the task dimension is a manual go-forward approach that applies to new transactions only; existing (historical) task transactions are not updated.
Yes. This option continues to work as it has before. Enabling the task dimension does not affect it.
Yes. Tasks are unique to a specific project. Class applies to all projects. If your current configuration uses the autofill option, you can continue to use that option with the task dimension enabled. The class name is derived from the task name in a display-only field.
Yes. This option enables users to link a class with tasks or leave the class empty for tasks they don't want to track, such as overhead or indirect project tasks.
Yes. Enabling the task dimension in other modules makes tasks more accessible. But, no matter how you add tasks to a project (from the standard task catalog or not), every task has a unique Task ID within a project. All project tasks behave exactly the same within a project whether you enable the Task dimension or not.
