Adding a Task

To add a task, complete the following steps:

1. Right-click in the grid and select Add Record. The following screen will appear:

   

2. Select a task from the pick list by clicking on the button or pressing F9.  The data in the list comes from the Work Flow Setup, Work Tasks module.
3. Select a Task Crew, Task Supervisor, and Unit of Measure from the pick lists.

   Note: If the Lock UOM checkbox is marked in the associated Work Flow Setup, Tasks record, the data in the Unit of Measure field will be populated by the system and will not be editable by users. Follow the link for additional information.

4. Enter other identifying information in the fields provided.
5. Enter estimated hours and costs in the table provided.  The data in these fields will be automatically calculated by the system to provide the estimated Total Cost.
6. Click to save the record.
7. Click to close the window.