Task Detail (Inquiry)

Additional Information

The Task Detail inquiry allows you to view a task detail summary. By default, it is sorted by an employee, vendor, and client summary, and it also provides a drill down into detail transactions.

The Task Detail inquiry is accessed as a related item from a task summary row in the Organization Project Summary Inquiry, Project Summary (Inquiry), and Task Summary Inquiry; for more information, see Related Items.

Results

The inquiry results include the following two levels of information.

  • Task Detail: The first level of the inquiry provides task detail information, which includes Employee / Vendor / Client Name, Budget Category Name, Transaction Status, Effort, Cost, and Quantity. The initial view is grouped by EVC Type. ClosedTask Detail Optional Columns

    The following optional columns of information are available:

    • Budget Category Code
    • Employee Discipline Code
    • Employee Discipline Name
    • Employee / Vendor / Client Code
    • EVC Type
    • Labor / Expense
    • Project Code
    • Project Name
    • Task Code
    • Task Hierarchy Code
    • Task Name
    • Unbilled Cost
    • Unbilled Effort
    • Unbilled Quantity

  • Detail Transactions: The second level of the inquiry provides detailed transaction information, which includes Task Hierarchy Code, Task Name, Working Organization Name, Posting Date, Transaction Date, Quantity, Effort, Chargeable, Billable, and Unit Name. ClosedDetail Transactions Optional Columns.

    The following optional columns of information are available:

    • Account Code
    • Account Name
    • Cost
    • Cost Basis
    • Cost Rate
    • Document Date
    • Document Number
    • Document Source
    • Document Type
    • Effort Basis
    • Effort Multiplier
    • Effort Rate
    • Equipment Code
    • Equipment Name
    • Equipment Type Code
    • Equipment Type Name
    • External Reference Date
    • External Reference Number
    • Home Company Code
    • Home Company Name
    • Home Organization Code
    • Home Organization Name
    • Hours Type Code
    • Hours Type Name
    • Labor Bill Class Code
    • Labor Bill Class Name
    • Premium Effort Multiplier
    • Transaction Description
    • Transaction Location City
    • Transaction Location Country Code
    • Transaction Location Country Name
    • Transaction Location Name
    • Transaction Location State / Province Code
    • Transaction Location State / Province Name
    • Transaction Status
    • Unbilled Cost
    • Unbilled Effort
    • Unbilled Quantity
    • Unit Code
    • Unit Measure Code
    • Unit Measure Name
    • Unit Type Code
    • Unit Type Name
    • Working Company Code
    • Working Company Name
    • Working Organization Code