brotherton-erpnext/erpnext/docs/user/manual/en/projects/tasks.md

60 lines
2.6 KiB
Markdown
Raw Normal View History

2015-11-05 11:25:10 +00:00
Project is divided into Tasks.
In ERPNext, you can also create a Task independently.
<img class="screenshot" alt="Task" src="{{docs_base_url}}/assets/img/project/task.png">
2015-11-05 11:25:10 +00:00
### Status of the Task
A Task can have either of the following status - Open, Working, Pending Review, Closed, Cancelled.
<img class="screenshot" alt="Task - Status" src="{{docs_base_url}}/assets/img/project/task_status.png">
2015-11-05 11:25:10 +00:00
* By default each new Task created shall have the status set to 'Open'.
* If a Time Log is made against a task, its status shall be set to 'Working'.
### Dependent Task
You can specify a list of dependent task under the 'Depends On' section.
<img class="screenshot" alt="Depends On" src="{{docs_base_url}}/assets/img/project/task_depends_on.png">
2015-11-05 11:25:10 +00:00
* You cannot close the parent Task until all 'Dependant Task' are closed.
* If the Dependent Task are delayed and overlap with the expected Start Date of the Parent task, the system will reschedule the parent task.
### Managing Time
2015-12-04 10:30:38 +00:00
ERPNext uses [Time Log]({{docs_base_url}}/user/manual/en/projects/time-log.html) to track the progress of a Task.
2015-11-05 11:25:10 +00:00
You can create multiple Time Logs against each task.
The Actual Start and End Time along with the costing shall then be updated based on the Time Log.
* To view Time Log made against a Task click on 'Time Logs'
<img class="screenshot" alt="Task - View Time Log" src="{{docs_base_url}}/assets/img/project/task_view_time_log.png">
2015-11-05 11:25:10 +00:00
<img class="screenshot" alt="Task - Time Log List" src="{{docs_base_url}}/assets/img/project/task_time_log_list.png">
2015-11-05 11:25:10 +00:00
* You can also create a Time Log directlly and link it to the Task.
<img class="screenshot" alt="Task - Link Time Log" src="{{docs_base_url}}/assets/img/project/task_time_log_link.png">
2015-11-05 11:25:10 +00:00
### Managing Expenses
You can book [Expense Claim]({{docs_base_url}}/user/manual/en/human-resources/expense-claim.html) against a task.
2015-11-05 11:25:10 +00:00
The system shall update the total amount from expense claims in the costing section.
* To view Expense Claims made against a Task click on 'Expense Claims'
<img class="screenshot" alt="Task - View Expense Claim" src="{{docs_base_url}}/assets/img/project/task_view_expense_claim.png">
2015-11-05 11:25:10 +00:00
* You can also create a Expense Claims directlly and link it to the Task.
<img class="screenshot" alt="Task - Link Expense Claim" src="{{docs_base_url}}/assets/img/project/task_expense_claim_link.png">
2015-11-05 11:25:10 +00:00
* Total amount of Expense Claims booked against a task is shown under 'Total Expense Claim' in the Task Costing Section
<img class="screenshot" alt="Task - Total Expense Claim" src="{{docs_base_url}}/assets/img/project/task_total_expense_claim.png">
2015-11-05 11:25:10 +00:00
{next}