The Tasks tab contains a grid that shows a list of all the Planning/Budget- Task records that are related to the department.
A sample of the grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.
Right-click in the grid to add a record
Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
Double-click on an existing record to open it
How To Add a Task
Right-click in the grid and select Add Record.
The Planning Tasks module will open to a new record.
Note: One Task can be added to the Department multiple times.
Select a Work Task. This is required.
Click on the field name or press F9 within the field for a list of tasks from the Work Flow Setup > Work Tasks module.
Note: The Fiscal Year is also required but is automatically filled out when added a record this way.
Fill out the Department, Division, Sub-Division, Area, and Sub-Area fields. These must match a record in the Planning Department module.
