Active flag for tasks and sundry cost

Previously, standard tasks and sundry cost could not be blocked from being used.

Now, these check boxes have been introduced for tasks and sundry cost:

  • Active for Planned Cost
  • Active for Actual Cost

For new estimates and budget lines, only tasks and sundry cost codes with the Active for Planned Cost check box selected can now be used. For new cost entry, only tasks and sundry cost codes with the Active for Actual Cost check box selected can now be used.

These new check boxes allow to phase in or out tasks and sundry cost codes. The new functionality is intended for situations in which tasks have been used for estimating, budgeting, actual cost, or all. If a task was never used, it can be deleted.

If evaluation of new tasks is required, an extension can be created that defaults to active = No.

The new check boxes are available only for standard tasks and sundry cost codes. At the end of a project, project tasks and sundry cost codes are no longer relevant. A task or sundry cost code can be set to inactive if no open transactions are available.

Note: Similar functionality already exists for General Tasks and Expense Types in LN People.