Defaults Tab

The Defaults tab contains multiple fields that allow you to enter default information about a task. Then when the task is selected as a main task in a work order, this information will be auto-populated into the work order.

Note: The Valuation Adj and Life Span Increase Fields are GASB34 regulated fields. They allow you to enter the number of years added to the life span of an asset based on completing this task.

Shared Fields

A shared field is one that shares a field caption and/or pick list with another field. Below is a list of shared fields in the Default tab of the Work Tasks module.

Field Name	Shared Modules
Unit of Measure	Work (Work Flow Setup- Categories, Classification, Employees, Equipment, Fluids, Materials, and the Tasks module, Planning- Resource module, Work Orders, PM Template)
Account #	Work(Work Orders, PM Template, Work Flow Setup-Contractors, Employees, Equipment, Fluids, Materials, and the Tasks module)
Proj No.- acct.	Work (Work Orders, PM Template, Work Flow Setup-Contractors, Employees, Equipment, Fluids, Materials, and the Tasks module)

Special Functions

Below is a list of fields that have additional functionality from the Default tab of the Work Tasks module.

Field Name	Special Function(s)
Lock UOM	When this checkbox is marked, the Unit of Measure specified here will always be used with the Work Task in this record. When this Task is added to the Tasks grid in Work Orders or PMs, this Unit of Measure will be automatically populated and will not be editable by users. Note: The UOM is locked for Work Order Sub Tasks only, not Work Order Main Tasks (as the Task UOM might not be the same as the Category UOM).
Unit Cost Field	When a task is selected as a resource to a work order, this field is automatically populated in the unit cost field for the resource record (from here it can be modified). Note: If the data in this field resembles ("*.#"), then you do not have rights within Security to view the data in this field. Please see your system administrator for details.
Acct # Field	This account # is automatically populated in the Work Orders Resources grid when the task is selected as a resource (from here it can be edited). If work options are set to have Work integrate with an outside financial accounting system, the account # field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching an account # to a grayed out field. This is not a required field.
Proj No- Acct Field	This Proj No - Acct is automatically populated in the Work Orders Resources grid when the task is selected as a resource (from here it can be edited). If work options are set to have Work integrate with an outside financial accounting system, the Proj No - Acct field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching a Proj No - Acct to a grayed out field. This is not a required field.
Overdue Notif Note: This field only applies when the task is listed as the main task in a work order.	The Overdue Notification field allows you to choose which notice is sent when this task is considered overdue. The Projected Completion Date (in the Costs tab) determines when a task is overdue. The projected completion date is auto-calculated based on the work order start date + the value (number of days) in the Estimated Task Duration field (in the WO defaults tab). However, this field can be manually modified.
Estimated Fields	Once you have entered a value for these fields, they are populated when you select this same task in the task dialog in the Work program.
Units Fields	If using in conjunction with Parts Inventory, beware that when the units are added to the work order they are automatically dispersed from inventory.