Create Contract Task Templates

Contract Task Templates provide a way to standardize the setup of one or more tasks for projects that make up the contract. The template can designate one line per project or link multiple projects to a single task.

To create a new Contract Task Template:

  1. Navigate to the Role Center > Setup > Template Setup > Contract Task Template.

  2. Select New from the ribbon.

  3. Code: Create a unique Code to identify the new Contract Task Template.

  4. Description: Enter information for the new Contract Task Template.

  5. Template Lines - Select the newly created Contract Task Template, click this option from the ribbon to add tasks and details to the template.

    • Code: Create a unique Code to identify the new Task Number

    • Description: Enter information to identify the new Task

    • Task Type - select from the list to determine the type and function of this task:

      • Posting: Line is associated with a posting account.
      • Heading: Information only text lines.
      • Total: Used to sum tasks. Noncontiguous tasks can be selected.
      • Begin-Total: Used to enter a starting balance for transactions not recorded in Progressus.
      • End-Total: The sum of designated posting accounts.

  6. Pre-Order: This field is used when the task project(s) is in the planning or quote phase. In order to have usage posted before the contract or project is open, Pre-Order needs to be selected for the project task and the contract task.

  7. Resource Chargeable: The chargeable field is included on each transaction and defines if a transaction is included in the invoice suggestions automatically. Select this field to make resource transactions using this Contract Task chargeable by default.

  8. Item Chargeable: The chargeable field is included on each transaction and defines if a transaction is included in the invoice suggestions automatically. Select this field to make item transactions using this Contract Task chargeable by default.

    1. Expense Chargeable: The chargeable field is included on each transaction and defines if a transaction is included in the invoice suggestions automatically. Select this field to make expense transactions using this Contract Task chargeable by default.
    Note

    Users can modify the chargeable field during invoicing if the value was incorrectly set on the transaction.