Setup & Masters
Set up the small reusable lists first. They keep project and timesheet entry consistent and power automation such as linked-document completion.
Project Types organize projects, Task Types organize tasks, and Activity Types organize timesheet work. Task and Project Templates are optional and are useful when the same kind of work is repeated.
Setup map
Recommended order
| Step | Master | Why |
|---|---|---|
| 1 | Project Type | Classifies projects and project templates |
| 2 | Task Type | Classifies tasks and can connect them to another document type |
| 3 | Activity Type | Supplies consistent time categories and default hourly rates |
| 4 | Task Template | Defines reusable task content and relative timing |
| 5 | Project Template | Collects task templates in the order they should be created |
| 6 | Project Teams | Builds the hierarchy of people and groups available for project assignment |
Project Type
Go to: Settings → Lookup → Project Types
Project Type is a lookup value shown on Project and Project Template forms. Add the project categories your organization uses, such as Implementation, Internal, Customer Delivery, or Research.
Project Type is optional on both projects and templates. Keep the list short enough to be useful for filtering.
Task Type
Go to: Projects → Task Type
Create the type
Open Task Type, click Create Task Type, and enter a unique Task Type Name.
Add optional document automation
Select a Document Type if this kind of task should point to a business document. Then select its Completion Status.
Finish the record
Enter a Description, choose whether the type is active, and click Create Task Type.
| Field | Meaning |
|---|---|
| Task Type Name | The category users select on a task |
| Document Type | Optional document family that can be linked from tasks of this type |
| Completion Status | The linked document status that can automatically complete the task |
| Auto Complete | Enables completion from the linked document status |
| Is Active | Controls whether the type remains available for new tasks |
| Description | Guidance for when to use the type |
You can view, edit, duplicate, or delete a Task Type from its record or list actions. Inactive types are retained on old tasks but should not be used for new work.
Activity Type
Go to: Projects → Activity Type
Activity Types are the selectable work categories inside a timesheet activity row.
| Field | Meaning |
|---|---|
| Activity Type Name | Unique activity name, for example Design or Testing |
| Default Costing Rate (per hour) | Default internal hourly cost |
| Default Billing Rate (per hour) | Default customer hourly rate |
| Is Active | Shows or hides the type for new entries |
| Description | Explains what work belongs in the category |
Activity rates are setup defaults. The current project costing panel is based on connected expenses, purchase invoices, material consumption, sales orders, and sales invoices; it does not present timesheet rate totals as its project actual cost.
Create a task template
Go to: Projects → Task → New
- Enter the task Subject.
- Turn on Task Template. The Project field is hidden for templates.
- Select a Task Type and Priority if needed.
- Set Begin On Days and Duration (Days). Template scheduling is relative to the future project start.
- Add Task Weight, description, and dependencies as needed.
- Save. A task template is saved as Open and is not part of a live project.
Project Templates use these task-template records. See Projects → Project Templates.