Define standard tasks

You can use a standard definition to populate new project tasks or cost types with specific values, improving consistency across your organization. Think of a standard definition as a starting point (or template).

A standard catalog includes a list of your standard definitions for tasks. When you add from the catalog to a project that means you are selecting the standard definition on which to base new project tasks. Sage Construction Management does not use items. When it sends commitment-related transactions to Sage Intacct, Sage Intacct relies on the item on the cost type setup to determine the GL account to impact based on the transaction definition. If you plan to integrate with Sage Construction Management, assign an item to every cost type.For example, you can define standard definitions with industry-specific values. Then, when you add from the catalog, the standard definitions you select from the catalog populate your new project tasks with those industry-specific values. After adding the task to the project, you can change prefilled values to align with your project needs. Think of the standard catalog as a library of your organization's standards. Selecting a standard definition from the catalog works as a template upon which to base project tasks.

No matter how you add tasks to a project (from the standard task catalog or not), all project tasks behave exactly the same. The only difference is that a task based on a standard task contains prefilled values. Once you add a task to a project from the catalog, you can edit or delete that project task without affecting the original standard task definition. You cannot change the task ID.

Subscription
  • Projects Project Costing module
  • Construction
User type

Business user with Admin privileges

Project manager

Employee
Permissions

Projects > Standard task:

  • List: enables visibility to the Standard Task Catalog on Projects > Setup page
  • View, add, edit, and delete: controls who can access or change standard tasks

Business user with Admin privileges (all)

Project manager (all)

Employee (view)
  1. Go to Projects > Setup > Standard Task Catalog.

  2. When you define a standard task, you specify what values you want to prefill new project tasks.

    Then, whenever you add tasks to projects from the catalog, the standard tasks you select prefill your new project tasks with the values you defined in the standard tasks.

    • To define a new standard task, click Add and enter your standard task information.
    • To import multiple standard tasks, click Import.

    Once you add a task to a project from the catalog, you can edit or delete that project task without affecting the original standard task definition.