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Project Tasks

Form ID: (PM302000)

On this form, you can create a new project task and view and modify any existing task. A project task is associated with one specific project. You can delete a project task with the In Planning or Canceled status if no documents have been associated with this project task.

You can also create a task of a particular project on the Tasks tab of the Projects (PM301000) form and specify its basic settings.



In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Activate Changes the status of the project task to Active. If the project task has this status, users can associate it with documents and activities on data entry forms in the functional areas of Acumatica ERP that are integrated with projects.
This command appears if the project task has the In Planning, Completed, or Canceled status and the corresponding project is not completed.
Cancel Changes the status of the project task to Canceled.
This command appears if the project task has the In Planning or Active status.
Complete Changes the status of the project task to Completed.
This command appears if the project task has the Active status.
Hold Changes the status of the project task to In Planning. This command appears if the project task has the Active status.

Back to TopSummary Area

In this area, you can specify or modify the basic settings of a project task.

Element Description
Project ID The ID of the project to which the task is assigned. An existing project must be specified for a project task created on this form.
Task ID The identifier of the project task. The structure of this identifier is defined by the PROTASK segmented key, whose configuration is defined on the Segmented Keys (CS202000) form.
Task ID should be unique within the project, but is not unique across all projects.
Type The type of the project task, which can be one of the following:
  • Cost Task: The task is visible on the Cost Budget tab of the Projects (PM301000) form only.
  • Revenue Task: The task is visible on the Revenue Budget tab of the Projects (PM301000) form only.
  • Cost and Revenue Task (default): The task is visible on both the Cost Budget and Revenue Budget tabs of the Projects (PM301000) form.
This box appears on the form only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.
Description A detailed description of the project task.
Status The status of the project task, which can be one of the following:
  • In Planning: The project task is a draft; this status is automatically assigned to a new task. A project task with this status is available for selection only in employee activities and project commitments.
  • Active: The project task is active and available for selection on data entry forms. An active task can be assigned the In Planning status.
  • Completed: The project task is completed. A completed task can be activated again if the corresponding project is not completed.
  • Canceled: Progress on the project task was started but then stopped before task completion and there is no intention to continue work on the task. A canceled project task can be activated again if the corresponding project is not completed.
For more information about the selection of project tasks with different statuses in records, see Project Tasks: General Information.
Default A check box that indicates (if selected) that the task is the default task of the project. On the data entry forms, the default project task is automatically populated when you select the project. For more information, see Project Tasks: General Information.

Back to TopSummary Tab

This tab includes the general information about the project task.

Task Properties Section

Element Description
Planned Start Date The date when the task is expected to start.
Planned End Date The date when the task is expected to end.
Start Date The actual start date of the task. If this box is empty, when you activate the project task, the system inserts the current business date as the start date.
End Date The actual end date of the task. If this box is empty, when you complete the project task, the system inserts the current business date as the end date.
Completion Method The method of calculating the percentage of completion of the task. The following options are available:
  • Manual (default): Users manually specify the task completion percentage for each task in the Completed (%) box on the Tasks tab of the Projects (PM301000) form.
  • Budgeted Quantity: The system automatically calculates the task completion percentage based on the total actual and revised budgeted quantities of the budget lines selected to be used for the calculation.
  • Budgeted Amount: The system automatically calculates the task completion percentage based on the total actual and revised budgeted amounts of the budget lines selected to be used for the calculation. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts.
For more information, see Project Tasks: Tracking Task Completion.
Completed (%) The actual percentage of task completion, which is determined as follows:
  • If the Manual option is selected in the Completion Method box, the percentage is entered manually by a user.
    • The value is automatically set to 100 once the task is completed.
  • If the Budgeted Quantity option is selected in the Completion Method box, the percentage is calculated automatically as the actual quantity divided by the budgeted quantity for the budget line that has the check box selected in the Production column on the Budget tab.
  • If the Budgeted Amount option is selected in the Completion Method box, the percentage is calculated automatically as the total actual amount divided by the total budgeted amount for the budget lines that have the check boxes selected in the Production column.
Approver The employee who is authorized to approve the time activities related to this project task.

Billing and Allocation Settings Section

Element Description
Bill Separately A check box that indicates (if selected) that the task should be billed by a separate invoice.
Customer The customer associated with the project.
Customer Location The customer location associated with the project task. By default, the system inserts the location specified for the project in the Customer Location box on the Summary tab of the Projects (PM301000) form. You can override this value, if needed.
When you run project billing, the system creates a single invoice for all project tasks that have the same customer location. For more information, see Grouping of Invoices: General Information.
This box is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Allocation Rule The allocation rule to be used for this project task. By default, the system inserts the allocation rule specified in the project in the Default Location box on the Summary tab of the Projects (PM301000) form. You can override this value, if needed.
If the project task is created based on a task in the project template, the system uses the allocation rule of the corresponding task of this project template.
If no project template is selected for the project or no allocation rule is defined for the corresponding task of the project template based on which the project was created, the system uses the allocation rule of the project. This rule is specified in the Allocation Rule box on the Summary tab of the Projects (PM301000) form.
Billing Rule The billing rule that the system uses to run billing for the project task.If the project task is created based on a task in the project template, the system uses the billing rule of the corresponding task of this project template.
If no project template is selected for the project or no billing rule is defined for the corresponding task of the project template based on which the project was created, the system uses the billing rule of the project. This billing rule is specified in the Billing Rule box on the Summary tab of the Projects (PM301000) form.
Branch The branch of your company associated with this project task.If the project task is created based on a task in the project template, the system uses the branch of the corresponding task of this project template.
If no project template is selected for the project or no branch is defined for the corresponding task of the project template based on which the project was created, the system uses the branch of the project. This branch is specified in the Branch box on the Summary tab of the Projects (PM301000) form.
If no branch is selected for the project, the system uses the branch that is currently selected in the system.
This box is displayed only when the Multibranch Support feature or the Multicompany Support feature is enabled (or both features are enabled) on the Enable/Disable Features (CS100000) form.
Rate Table The rate table to be used for this project task.If the project task is created based on a task in the project template, the system inserts the rate table of the corresponding task of this project template.
If no project template is selected for the project, or no rate table is defined for the corresponding task of the project template based on which the project was created, the system inserts the rate table of the project.
Billing Option The way the task becomes eligible for billing. You can select one of the following options:
  • By Billing Period (default): The task is available for billing on demand for the projects with the On Demand billing period and is available for billing at the end of the billing period specified for the project with another billing period.
  • On Task Completion: The task can be billed only when it is completed.
  • On Project Completion: The task is available for billing when the project is completed.
Non-Billable WIP Account Group The work-in-progress account group associated with the task.
In this box, you select the account group that the system uses to temporarily allocate WIP costs of the project by creating allocation transactions by using the allocation rule specified for the task. When you bill the project by using the progress billing rule specified for the task—that is, not by using the allocation transactions—and the system creates an accounts receivable document, the allocation transactions posted to this account group are reversed. For details, see WIP Labor Costs in Fixed-Price Projects: General Information.
Progress Billing Basis The basis for progress billing of the project task. The system will specify the selected value automatically in a newly created revenue budget line with this project task. You can select one of the following options:
  • Amount (default): The system will bill the revenue budget line with this project task based on the amount in this line.
  • Quantity: The system will bill the revenue budget line with this project task based on the quantity in this line.
You can change the specified value manually in each revenue budget line.
Tax Category The tax category (if applicable) to be used as the default tax category for the task.

GL Accounts Section

Element Description
Default Sales Account The account to be used by default as the sales account in project billing and other processes that involve the sales account. The system will use this account in project billing if Task is selected for the applicable billing rule step in the Use Sales Account From box of the right pane (Invoice Settings section) of the Billing Rules (PM207000) form.
Default Sales Subaccount The subaccount to be used as the source of possible segment values in the processes of billing, creating allocation transactions, and creating expense claims for the task.
This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Default Cost Account The account to be used as the expense account in project transactions created for the task on release of time activities and time cards for the task.
Default Cost Subaccount The subaccount to be used as the source of possible segment values in the processes of creating allocation transactions, creating accounts payable documents, creating expense claims for the task, and creating project transactions on release of time activities and time cards for the task.
This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Accrual Account The account to be used as an expense accrual account in the transactions that are generated for the task.
Accrual Subaccount The subaccount to be used as an expense accrual subaccount in the transactions that are generated for the task.
This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

GL Accounts for Payroll Section

The earning, benefit expense, tax expense, and PTO accounts and subaccounts specified in this section will be copied to the paychecks and payroll batches related to the project task. By default, these accounts are used in paychecks and payroll batches if either of the following conditions is met in the Account Settings section on the General tab of the Payroll Preferences (PR101000) form:

  • Project Task is selected in the Use Earnings Account From, Use Benefit Expense Account From, Use Tax Expense Account From, or Use PTO Expense Account From box.
  • The T subaccount mask is used in the Combine Earnings Sub. From, Combine Benefit Expense Sub. From, Combine Tax Expense Sub. From, or Combine PTO Expense Sub. From box.

This section appears only if the Payroll feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Earnings Account The expense account to be used to record the earnings linked with the project task.
Earnings Subaccount The corresponding subaccount to be used with the earning account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Benefit Expense Account The expense account to be used to record the benefit expense linked with the project task.
Benefit Expense Subaccount The corresponding subaccount to be used with the benefit expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Expense Account The expense account to be used to record the tax expenses linked with the project task.
Tax Expense Subaccount The corresponding subaccount to be used with the tax expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Account The expense account to be used to record the expenses associated with paid time off related to the project task.This box appears only if the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Subaccount The corresponding subaccount to be used with the PTO expense account. This box appears only if the Canadian Payroll and Subaccounts features are enabled on the Enable/Disable Features (CS100000) form.

Visibility Settings Section

Element Description
GL A check box that indicates whether general ledger transactions can be associated with the task. With this check box selected, users can select the task in GL documents, and the release of these documents automatically updates the project data.
AP A check box that indicates whether accounts payable transactions can be associated with the task. With this check box selected, users can select the task in AP documents, and the release of these documents automatically updates the project data.
AR A check box that indicates whether accounts receivable transactions can be associated with the task. With this check box selected, users can select the task in AR documents, and the release of these documents automatically updates the project data.
SO A check box that indicates whether transactions generated during the processing of sales orders can be associated with the task. With this check box selected, users can select the task in sales-related documents, and the release of these documents automatically updates the project data.
PO A check box that indicates whether transactions generated during the processing of purchase orders can be associated with the task. If you select this check box, users can select the task in purchasing documents, and the release of these documents automatically updates the project data.
IN A check box that indicates whether inventory transactions can be associated with the task. If you select this check box, users can select the task in inventory documents, and the release of these documents automatically updates the project data.
CA A check box that indicates whether cash management transactions can be associated with the task. If you select this check box, users can select the task in cash management documents, and the release of these documents automatically updates the project data.
CRM A check box that indicates whether customer management transactions can be associated with the task. If you select this check box, users can select the task in customer management documents, and the release of these documents automatically updates the project data.
PROD A check box that indicates whether transactions generated during the processing of production orders can be associated with the task. If you select this check box, users can specify the associated task when they create a production order.
This check box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.
Time Entries A check box that indicates whether transactions entered on the Employee Time Card (EP305000) and Employee Time Activities (EP307000) forms can be associated with the task. If you select this check box, users can select the task in documents, and the release of these documents automatically updates the task data.
Expenses A check box that indicates whether transactions entered on the Equipment Time Card (EP308000) form can be associated with the task. If you select this check box, users can select the task in documents, and the release of these documents automatically updates the task data.

CRM Section

This section is available only if the Customer Management feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Accounted Campaign The marketing campaign that is associated with the project task for the tracking of related expenses and revenue. For details, see Marketing Campaigns: General Information.

Back to TopRecurring Billing Tab

On the Recurring Billing tab, you can implement a regular flat-rate billing model. Each recurring billing line defines the rules the system uses to create the corresponding invoice line during the project billing. For more information, see Project Billing Preparation: Recurring Billing.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

The following table lists the elements of the tab.

Table Columns

Column Description
Inventory ID The non-stock item that designates a service or labor associated with the recurring billing.
Description The description of the service or labor associated with the recurring billing.
Amount The flat price for the service or labor.
Account Source The source of the account for the recurring billing, which can be one of the following:
  • AR Default: To use the sales account that the system inserts as the default in a line of an accounts receivable invoice
  • Recurring Item: The account specified for the row in the Account column
  • Project: The sales account associated with the project
  • Task: The default sales account specified for the task in the GL Accounts section on the Summary tab of this form
  • Inventory Item: The sales account associated with the non-stock item specified for the row
  • Customer (default): The sales account associated with the customer
Subaccount Mask The rule for selecting segment values for the subaccount to be used for the recurring billing. To set up the rule for selecting segment values, select a segment, press F3, and select a source of the segment value, which is one of the following options:
  • B: The subaccount specified for the row in the Subaccount column
  • J: The subaccount associated with the project
  • T: The subaccount associated with the project task
Branch The branch to be used in the recurring billing.
By default, the branch is empty.
This column is displayed only when the Multibranch Support feature or the Multicompany Support feature is enabled (or both features are enabled) on the Enable/Disable Features (CS100000) form.
Account The account to be used in the recurring billing if Recurring Item is selected as the Account Source for the row.
Subaccount The subaccount to be used in the recurring billing if the Subaccount Mask specified for the row uses B.
Reset Usage The setting that defines the frequency of recurring billing usage. You can select one of the following options:
  • Never: The recurring billing is performed only once during the project lifecycle for the next project billing.
  • On Billing: The recurring billing is used each time the project billing is performed.
Included The quantity of the service or labor that you plan to provide when executing this recurring item.
UOM The unit of measure used for the service or labor.

Back to TopActivities Tab

This tab has a table with the list of activities associated with the project task. You can associate particular tasks, emails, and other activities with the project. Acumatica ERP provides you with a list of predefined activity types; you can add new activity types by using the Activity Types (CR102000) form. To create an activity, email, or task, click the appropriate command and fill in the dialog box.

The tab includes, in addition to the columns described below, columns (labeled with icons) that you can use to attach notes and files to the activity, see if it is completed, check its priority level, and notice whether there are associated reminders. For descriptions of these columns, see Managing Emails and Activities.

Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Create Task Opens the Task (CR306020) form in a pop-up window so you can create a new task associated with the project.
Create Email Opens the Email Activity (CR306015) form in a pop-up window so you can create and send an email associated with the project.
Create Activity Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.
If you added activities to a project task that is in the In Planning status, any related transactions cannot be released until the project task status changes to Active.
By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Note, Chat, Appointment, Escalation, Message, Phone Call, and Work Item.
To change the list of menu commands, you can add or remove activity types by using the Activity Types (CR102000) form.

Table Columns

Column Description
Type The type of the activity. The type can be one of the following options: Event, Task, Email, Email Response, Note, Chat, Escalation, Message, Phone Call, or Work Item.
Summary The description provided for the activity. Click the Summary column of a specific activity to open the activity in a separate dialog box.
Status The status of the activity.
Start Date The start date and time of the activity.
Category The category of the activity.
Billable A check box indicating whether the time spent on the activity is billable.
Time Spent The total time spent on the activity.
Overtime The time in excess of normal work hours spent on the activity.
Billable Time The number of billable hours spent on the activity.
Billable Overtime The number of billable hours spent on the activity in excess of normal work hours.
Workgroup The workgroup to which the activity is assigned.
Owner The employee to whom the activity is assigned.

The tab also has the Activity Description area below the table. The area displays the full description provided for the activity selected in the table. To edit the description, click the link in the Summary column of the activity. This opens the Activity (CR306010) form in a pop-up window; on this form, you can add a description and edit other settings corresponding to the activity.

Back to TopAttributes Tab

On this tab, you can specify attribute values for the project task. The task-related attributes are selected on the Project Attributes (PM202000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Attribute The attribute used for the project task.
Required A check box that indicates (if selected) that this attribute is required for the project task.
Value The value of the attribute for the project task.

Back to TopCompliance Tab

On this tab, you can add, update, and review compliance documents.

This tab appears on the form only if the Construction feature of the Projects group of features is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table Columns

Column Description
Expiration Date The date when the compliance document will expire. You specify the date when you add the compliance document to the tab.
Document Type The type of the compliance document. The following document types are available:
  • Certificate
  • Insurance
  • Lien Waiver
  • Notice
  • Other
Creation Date The date when the compliance document was created. By default, the system inserts the current business date at the time of creation. You can change the date manually.
Status The status of the compliance document. The list of statuses should be specified manually on the Compliance Preferences (CL301000) form.
Required A check box that indicates (if selected) that the document is mandatory for working with the project and project task specified in this line. This setting is for informational purposes only; the system does not enforce this requirement. It shows that the compliance document is required before any activities are performed for the project.
Received from Vendor A check box that indicates (if selected) that the document has been received. By using this check box, you can track when the payment for the document is received, so that the next payment is not delayed.
Vendor Received Date The date when the compliance document is received.
Received from Joint Payee A check box that indicates (if selected) that the document has been received from a joint payee.
Joint Payee Received Date The date when the compliance document is received from a joint payee.
Processed A check box that indicates (if selected) that the document has been processed.
Voided A check box that indicates (if selected) that the document has been voided.
Created Automatically A check box that indicates (if selected) that the document has been created by the system.
Sent Date The date when the compliance document is sent.
Project The project to which the compliance document relates.
If a project is specified, this compliance document is displayed on the Compliance tab of the Projects (PM301000) form for the selected project.
Cost Task The cost task within the selected project to which the compliance document relates.
If a task is specified, this compliance document will be displayed on the Compliance tab of the Project Tasks (PM302000) form for the selected task of the Cost Task type.
Cost Code The cost code assigned to the compliance document.
Vendor The identifier of the vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.
The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
Vendor Name The name of the vendor associated with the compliance document.
Expired A check box that indicates (if selected) that the compliance document has expired.
AP Payment The reference number of the payment that is associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AP Payment Method The payment method associated with the vendor.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AR Invoice The reference number of the invoice associated with the compliance document. If an invoice number is specified, the current compliance document will be displayed on the Compliance tab of the Invoices and Memos form for the selected invoice.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AR Invoice Amount The amount of the invoice.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AR Payment The reference number of the payment associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
AR Payment Method The customer’s default payment method.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Account The account associated with the vendor (Expense account) or customer (Sales account).
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Bill The reference number of the bill associated with the compliance document. If a bill number is specified, the current compliance document will be displayed on the Compliance tab of the Bills and Adjustments form of the selected bill.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Bill Amount The bill amount to be paid for the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Certificate Number The number of the certificate.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Customer The identifier of the customer associated with the compliance document. If a customer is specified, the current document will be displayed on the Compliance tab of the Customers form of the selected customer.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Customer Name The name of the customer associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Date Issued The date when the document is issued.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Effective Date The date when the compliance document takes effect. You should specify the date manually while adding the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Insurance Company The name of the insurance company.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Joint Payee (Vendor) The identifier of the joint vendor associated with the compliance document. If a joint vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.
The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch or company is specified in the Restrict Visibility To box for the vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
    		This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Joint Payee The name of the joint payee, if the joint payee is not defined in the system as a vendor.
Joint Amount Paid The amount to be paid to joint payees according to the joint payment.
Joint Release A check box that indicates (if selected) that the joint release has been received.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Lien Waiver Amount The amount covered by the lien waiver.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Limit The amount of insurance liability specified for the compliance document. You should enter the amount manually while adding the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Method Sent The method used to send the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Payment Date The date when the payment is created.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Payment Ref. The reference number of the payment.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Project Transaction The reference number of the project transaction associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Purchase Order The reference number of the purchase order associated with the compliance document. If a purchase order is specified, this compliance document will be displayed on the Compliance tab of the Purchase Orders form for the selected purchase order.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Purchase Order Line Item The inventory ID of the item in the purchase order line, which can be specified only if a purchase order has been selected.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Policy The insurance policy number.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Receipt Date The date of the inventory receipt.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Receive Date The date when the goods are received.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Received By The person responsible for receiving goods.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Requires Joint Payment A check box that indicates (if selected) that a joint payment is required.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Revenue Task The identifier of the revenue task within the project to which the compliance document relates. If a revenue task is specified, the current compliance document will be displayed on the Compliance tab of the Project Tasks form for the selected task of the Revenue Task type.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Secondary Vendor The identifier of the secondary vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Secondary Vendor Name The name of the secondary vendor associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Source The source of the payment, which is one of the following options:
  • AP Bill
  • PO/Sub
  • Customer
  • Project
 This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Sponsor Organization The name of the sponsor organization.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Subcontract The identifier of the subcontract associated with the compliance document. If a subcontract is specified, the current document will be displayed on the Compliance tab of the Subcontracts form for the selected subcontract.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Subcontract Line Item The identifier of the item in the subcontract line, which can be specified only if a subcontract has been selected.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Through Date The date when the goods are shipped.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.