Project Tasks Overview

Use the Project Tasks form to attach specific tasks to a project. You can roll costs to this level of the project and analyze them. You can use tasks as a project management tool to track the progress of specific project activities. You can attach resources to a task on the Project Resources form, or you can have a task that is not attached to a resource.

The header fields display this project information from the Projects form:

Project number
(Description)
(Customer name)
Customer number
(Ship to)
Status of the project
End date
Project type

Body fields display the following information specific to this form:

Task number
(Description)
Task date
Status of this task

General tab: Use the General tab to enter contact and date information for the task. If the task is cross-referenced to a customer order, that order number displays.

% Complete tab: The % Complete tab displays Actual, Forecast and Budgeted cost by cost code for the individual tasks in the project, as well as summaries of the G & A and Overhead costs for those categories. In addition, the percent left to complete and the cost left to complete for each of these costs is tallied. You can add and remove cost codes to be tallied for this task and update the budgeted and forecasted cost for these codes at any time during the project.

% Complete Details tab: The information on this tab differs from the Percent Complete tab in that it is broken down by cost code and monthly period, giving you even more detail than is on the Percent Complete tab.

WIP tab: The WIP tab displays totals for each of the task WIP accounts as costs are posted.

WIP Relieved tab: The WIP Relieved tab displays totals for each of the task WIP accounts as WIP is relieved.

MS Project tab: The MS Project tab allows links to be set up between the Microsoft Project application and the CloudSuite Industrial project. Each CloudSuite Industrial task you create can be a task on the Microsoft project. The project and its tasks must first be created in CloudSuite Industrial and then exported to Microsoft Project. Predecessors can be assigned from within CloudSuite Industrial or added in Microsoft Project. Project information can be updated in either MS Project or CloudSuite Industrial and then exported to the other application. However, a new task created in MS Project will not appear in CloudSuite Industrial until a task with the same task number is manually added in CloudSuite Industrial.

MS Work Resources tab: Use this tab to define work resources for a task.