Create a task group

A task is a unit of work to be performed for a project. A task group is a type of dimension. A task group 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.

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

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
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.

Add a task group

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

  1. Go to Projects > Setup > Tasks > Groups.
  2. On the Task group page, select Create in the top right menu bar.
  3. On the Task group information page, enter a Task group ID and Name. Optionally, enter a Description.
  4. Select a Group type, Sort order, and Sort field from the respective dropdown menus.
  5. Optionally, enter the number of Max matches and add Dimension structures by selecting the check box.
  6. Optionally, specify a Filter, Operator, and Value, then set the Filter conditions.
  7. Select Save.

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