Sogeti's E-Business Suite User manual

3.2 Create Tasks

Creating Tasks for multiple (concurrent) assignments:

By default, Oracle provides two types of tasks for entering time against - Billable and Non-Billable. When time is entered against the "Billable" task, revenue is accrued at the bill-rate that is set up for the assignment.

There are occasions when a resource needs to have multiple assignments on the same project with duration overlapping each other (for example, two rates for an assignment - one for regular time and one for overtime). Creating multiple tasks on an assignment will allow the resource to enter time against the appropriate bill-rate.

NOTE: This feature can also be used to track work-based planning against a project.

Follow the steps bellow to create additional tasks:

• Under Main Menu, click on " Project Super User" (click on Home to get to the Main Menu).
• Click on "Search Projects" in the Sub-Menu to find the particular project.

• Once the project is found, click on the project name to view details
• Click on the "Workplan" tab to view existing tasks
• Click on the "Details" icon for any of the tabs listed to view details.

• Once in the Task Detail, click on the "Create Tasks" option in the "Actions" drop down-menu. Go Create Tasks under Actions
• Click on "Go".

• On the following screen, enter the following details for the tasks that need to be created (multiple tasks can be created here):
  • Task number
  • Task name
  • Scheduled State date
  • Schedule Finish date (if known)
• Click on "Apply" to create the new tasks.

• Once the tasks have been created, bill-rates have to be assigned against them.
• In order to assign bill-rates, click on "Projects" to bring up the forms interface.
• Search for the project be entering the project number and then clicking on "Find".

• Click on "Open" to view project details.

• To bring up Tasks against the project, click on the cell next to "Tasks".

• This will bring up all tasks that have been created for the assignment, including any new tasks.
• Click on the task bill-rate needs to be entered for and then click on "Options".

• Expand the "Bill-rate and Discount overrides" menu and click on the cell next to "Employee Bill-rate and Discount Overrides" .

• Enter the following information to define bill-rate for the task:
  • Name of the resource
  • Employee number (will automatically populate)
  • Bill-Rate for the resource
  • UOM (Unit of Measurement - default is "Hours")

• Click on the "Save" icon in the toolbar to save changes
• When resource enters time against this new task, revenue will be accrued using the bill-rate defined against this task.