Task inquiry

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A task is work that needs to be performed. You add tasks to your schedule on the Manage tab in the Project Command Center, and use them to track the progress and scope of the project.

Use this inquiry to see information for each of your tasks, such as project or phase ID and description, task description, employee or employee type, units/hours, priority, and actual start date.

If needed, you can add predefined columns and view supplemental information such as cost amount, fee amount, and estimated start and completion dates.

Using the inquiry

From the > Reports menu, click Standard Inquiries > Resource > Task.

Audience

Accounting staff

Groups

This inquiry is grouped by Project ID & Description and Phase ID & Description. You can always group or ungroup columns, as needed.

Standard columns

Column	Links to this inquiry	Description
Project ID & Description	Project	The ID and description of the project associated with the task
Phase ID & Description	Phase	The ID and description of the phase associated with the task
Resource/Task Description		The name of the task
Employee	Employee	The name of the employee assigned to the task
Employee Type	Employee Type	The name of the employee type assigned to the task
Activity	Activity	The name of the activity assigned to the task
Vendor	Vendor	The name of the vendor assigned to the task
Reference/Commitment #		A short description that further identifies the task
Units/Hours		The number of units or hours assigned to the task
Status		The status of the task, which is selected on the Manage tab of the Project Command Center Examples: In Progress, Not Started, Complete, Waiting, Deferred
Priority		The importance of the task Examples: High, Medium, Low
Actual Start Date		The actual date when work begins
Notes		Any notes about the task
RPC	Reported % Complete	The percentage entered in the % Complete column for the task on the Manage tab of the Project Command Center
Defined links:
RPC	Reported % Complete	A link to the Reported % Complete inquiry

Predefined columns

You can add predefined columns to this inquiry. Many columns are available, organized in these categories:

Project and phase
Resource/task
Activity, employee, and vendor
Amounts and rates
Dates
Miscellaneous

Column	Links to this inquiry	Description	Date range available
Project and phase:
Project Key	Project	The database identifier of the project associated with the task
Project ID	Project	The ID of the project associated with the task
Project Description	Project	The name of the project associated with the task
Phase Key	Phase	The database identifier of the phase associated with the task
Phase ID	Phase	The ID of the phase associated with the task
Phase Description	Phase	The name of the phase associated with the task
Phase Order		The position of the phase associated with the task in the Project Command Center Example: You may sort the inquiry by phase order so it mirrors the order of the work breakdown structure in the Project Command Center.
Resource/task:
Resource Key		The database identifier of the task
Order		The position of the task on the Manage tab in the Project Command Center Example: You may sort the inquiry by task order so it mirrors the order of the tasks on the Manage tab.
Is Task		Indicates whether this is a task
Parent Resource Key		The database identifier of the parent resource of the task
Activity, employee, and vendor:
Activity Key	Activity	The database identifier of the activity associated with the task
Activity Type		The activity type associated with the task Examples: Labor, Expense, or Consultant
Employee Type Key	Employee Type	The database identifier of the employee type associated with the task
Employee Key	Employee	The database identifier of the employee associated with the task
Vendor Type Key	Vendor Type	The database identifier of the vendor type associated with the task
Vendor Type	Vendor Type	The vendor type associated with the task
Vendor Key	Vendor	The database identifier of the vendor associated with the task
Amounts and rates:
Cost Rate		The rate that reflects the actual cost of the task without overhead or profit
Cost Amount		The amount paid to employees for work performed, or the out-of-pocket costs to the company for expenses and consultants, for the task
Fee Rate		For billable billing types, the billing rate for the task
Fee Amount		For billable billing types, the contract amount of the task
Markup Rate
Beginning Balance Cost Amount		The amount entered in the Committed Cost Invoiced column on the Manage tab of the Project Command Center for the expense or consultant task
Beginning Balance Fee Amount		The amount entered in the Committed Contract Invoiced column on the Manage tab of the Project Command Center for the expense or consultant task
Dates:
Reported % Complete Date	Reported % Complete	The date when you report the percent of work that is complete for the task
Estimated Start Date		The date when work is scheduled to begin for the task	x
Estimated Completion Date		The date when work is scheduled to be complete for the task	x
Actual Completion Date		The actual date when work is complete for the task	x
Miscellaneous:
Percent Distribution		The percent of the total hours/units, cost amount, or contract amount represented by the task