PM Task Fields

The fields described below have special functions. For a complete list of available fields, see the Lucity Data Dictionary.

ID Fields

Task*	Identifies the assigned activity on the Work Order that is created by this PM. An agency establishes its list of Tasks in the Work > Administration > Work Flow Setup > Task Setup module. The list will only show Tasks associated to the PM/Template's Category.
Unique ID	Indicates the user-defined unique ID for importing Tasks and attaching them to Work Orders.
Seq No	Indicates the order in which the Tasks should be completed.
Task Crew	Identifies a group of Employees assigned to work on the Task.
Task Supervisor	Identifies the Employee responsible for the Task. The list of Supervisors comes from records in the Work > Administration > Work Flow Setup > Employee Setup module that have the Supervisor field marked. By default the list will only show Employees associated to the PM/Template's Category.

* Required.

Task Cost Fields

These fields display the estimated costs and summarized estimated costs on the Task.

Estimated Costs

These fields enable agencies to enter an estimate, or expected amount of time and cost, required for the Task. These values are typically carried over from the Task Setup record.

Est Labor Hours	Displays the estimated amount of time required to complete the task.
Est Labor Cost	Displays the estimated cost for Employee Resources needed to complete the work order task.
Est Equipment Cost	Displays the estimated cost of the Equipment used to complete the task.
Est Contractor Cost	Displays the estimated cost of Contractors hired to complete the task.
Est Material Cost	Displays the estimated cost of Materials used to complete the task.
Est Fluid Cost	Displays the estimated cost of Fluids used to complete the task.
Est Misc. Cost	Displays the estimated cost of any miscellaneous items used to complete the task. Example: Taxes, permit fees, etc...
Est Total Cost	Displays the estimated costs for the entire task. Automatically calculated using: Est Labor Cost + Est Equipment Cost + Est Contractor Cost + Est Material Cost + Est Fluid Cost + Est Misc Cost = Total Cost Est

Other Cost fields

Unit of Measure

Defines the measurement used for work done on this task. For example, painting hydrants might be measured by each hydrant painted, while painting walls might be measured by the square foot.

If the related Task Setup record's Lock UOM checkbox is marked, the Unit of Measure field will appear as read-only.

Unit Cost

Specifies a user-defined cost for each unit of work.

# of Units

Indicates the number of units of assets associated to this task.

Billing Fields

Account #

Indicates the reference number for the general Account used to bill for the work that will be 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 Acct# w/Main# option is enabled, this field is populated with the Account # on the PM/Template.
Automatically populates the Account # on records in the Task's Resource grids if their Account # is empty and the Populate empty WO Resource Acct# w/Task option is enabled.

Proj No - Acct

Indicates a reference number for a specific Project Account used to bill for the work that will be 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 Account #:

If this field is empty and the Populate empty WO Acct# w/Main# option is enabled, this field is populated with the Project Number Account # on the PM/Template.
Automatically populates the Project Number Account # on records in the Resource grids if their Project Number Account # is empty and the Populate empty WO Resource Acct# w/Task option is enabled.

CS Integration Fields

The following fields relate to records in CentralSquare's Finance Enterprise (FE) system. More information about the Finance Enterprise integration.

Note: In certain Lucity modules, these fields may require specific values or combinations based on FE Ledger configuration.

CS General Ledger	Identifies a General Ledger (GL) record in FE.
CS General Key	Identifies a GL Key record in FE.
CS General Object	Identifies a GL Object record in FE.
CS Job Ledger	Identifies Job Ledger (JL) record in FE.
CS Job Key	Identifies a JL Key record in FE.
CS Job Object	Identifies a JL Object record in FE.

CS Fixed Asset

Identifies a Fixed Asset in the Finance Enterprise (FE) system.

Important: This field supports manual entry but will only validate against Fixed Asset records in FE when selecting a value from the lookup.
Note: This field is only used in inventory modules.