Tasks
Tasks are the items that allow planning of certain works under certain employees. They can be accessed from a variety of locations:
From your dashboard or from your schedule:
From the project's page and from your diary:
Task page can be seen below and it will vary depending on your Kompass rights:
Full details page
Lite users page
Attributes
FIELD NAME | DESCRIPTION | VISIBLE TO |
Project | Each Task must be linked with a Quote Item which in turn is linked to a Project. | All users |
Client | The client of the project. | All users |
Schedule Colour | Allows users to decide the colour of the task as shown in the schedule. | All users |
Name | The descriptive name of the task. | All users |
Proposal Item | Each Task must be linked with a Proposal Item that can be seen here. | Restricted by permissions |
Status | Completion percentage of Proposal Item works as set by the Project Manager. | Restricted by permissions |
Department | Department that the Proposal Item is assigned. | Restricted by permissions |
Hours Planned | Planned hours to complete all work on the Proposal Item. Several tasks could be planned for a single Proposal Item. | Restricted by permissions |
Hours Actual | Recorded actual hours from employees against the Proposal Item. It will include hours recorded in all Tasks linked with the Proposal Item and not just the Task you are viewing. | Restricted by permissions |
Hours Used | Percentage of actual worked hours over planned hours. | Restricted by permissions |
Start | Planned start date of task. | All users |
End | Planned end date of task. | All users |
Type | Type of works. Usually defined as field, office, internal etc. | All users |
Days Planned | The amount of person days planned to complete the task. | All users |
Hours Planned | The amount of person hours planned to complete the task. | All users |
Show at Weekend | If ticked, the task will appear during the weekends as well. If not ticked, tasks during weekends are greyed out. | All users |
Details | Task details to assist employees undertake the task. | All users |
Closed | Date this task has been closed. Employees will not be able to record their timesheets under this task after the closed date. | All users |
Tags | Tags can be attached to Proposal Items. They can then be filtered by tags. | All users |
Team | The employees who are scheduled for the particular task. | All users |