Work Task

Identifies the job or activity that needs to be completed on a Work Order created by a PM where the Contractors are assigned.

Contractor*

Indicates the user-defined, unique ID for the Contractor.

• The list of Contractors comes from the Work > Administration > Work Flow Setup > Contractors Setup module.

Alt Description

Displays a secondary description of the Contractor.

Department

Identifies the section of the organization responsible for the Contractor.

Division

Identifies the subsection of the organization responsible for the Contractor.

Class

Provides a way to identify the classification of Contractor.

Group Number

Enables user to group selected Resource records together. For example, you could group an internal employee with a the contractor they are responsible for.

Account #

Indicates the reference number for the general Account used to bill for the work that's being done. The system can be configured to handle Account Numbers in various formats, each of which will change how users fill out this field.

More information about Account Number formats

The following are special functions tied to the Account #.

• If this field is empty and the Populate empty WO Resource Acct# w/Task option is enabled, this field is populated with the Account # on the Task record.

Proj No - Acct

Indicates a reference number for a specific Project Account used to bill for the work that's being done. The system can be configured to handle Project Account Numbers in various formats, each of which will change how users fill out this field.

More information about Project Account Number formats

The following are special functions tied to the Project Number Account #.

• If this field is empty and the Populate empty WO Resource Acct# w/Task option is enabled, this field is populated with the Project Number Account # on the Task record.

Units

Indicates the actual number of units of work the contractor will do to accomplish the task.

• Carried over to the Work Order > Task > Contractor's Units field.

Estimated Units

Specifies the estimated number of units of work that the contractor is expected to do to accomplish the task.

• Carried over to the Work Order > Task > Contractor's Estimated Units field.

Unit of Measure

Identifies how the contractor's work is measured for this task.