Create a Project Task from a Change Order
When the change order is approved it can be added to the Project as a Project Task to be executed. The creation of the Project Task is only possible when the Change Order is Approved which is indicated by the "Approved" boolean on the Change Order line:
- In the Project Change Order locate Create Project Task in the ribbon and click to open the Create Project Task page.
- In the Create Project Task page you must fill the following fields:
| Field | Description |
|---|---|
| Project Task No. | Type a Project Task No., this must be a numerical value and unique within the Project |
| Description | Is copied from the Project Change Order but can be updated. |
| Project Element No. | Select a Project Element, if Elements are used on the Project. |
| Project Activity No. | Select a Project Activity, if Activities are used on the Project. |
| Invoice Template Code | Select an Invoice Template Code from the drop down list to set an Invoicing Method specific to the Project Task. |
| Invoicing Method | The Invoice Template will select the Invoicing Method, but this can be changed by the user. |
| Contract Amount and Contract Amount (LCY) | Only applicable in combination with Fixed Price Invoicing Method. |
| Starting - and Ending Date | Set the starting and ending dates for the Project Tasks. |
| Nr. of Days | Set the amount of working days for the Project Task. |
| Project Posting Group | Select a Project Posting Group for the Project Task if this needs to be different from the Project Posting Group. |
| Surcharge Model Code | Select a Surcharge Model Code for the Project Task if this needs to be different from the Project Surcharge Model Code. |
| WIP Method and WIP-Total | Set the WIP method for the Project Task, in case of Change Orders the WIP method and WIP Total fields are often kept outside of the Project WIP. |
- When the page is complete click Yes to create the Project Task
See Also
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