The Tasks tab contains shows all of the Planning/Budget- Task records that are related to the department.
A sample of the Tasks grid appears below. Sort records in the grid by clicking on the headings. An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order.
Right-click in the grid to add a record.
Right-click on an existing record for 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 opens and displays a new record.
Note: A single task can be added to the Department multiple times.
Select a Work Task (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; however, the system completes this field automatically when a user adds a record this way.
Complete the Department, Division, Sub-Division, Area, and Sub-Area fields. These entries must match a record in the Planning Department module.
