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Adding Phases

April 12, 2014 by Tim Rodman

Disclaimer

I haven’t gone through the P200 Project Management Configuration course yet. I’m just poking around the screens in the Projects module.

What, No Phases?

In the Project Accounting module in Sage 500 ERP, I’m used to having three levels: Project, Phase, and Task. You have to charge costs to a Project and to a Phase, but the Task is optional. However, every Task must belong to a Phase. The Phase is kind of like the parent to the Task.

However, in Acumatica I can only see Tasks, no Phases. So, I want my Phases!

How to “Fake” Phases

I think there is a way to “fake” Phases in Acumatica. The key is to use Attributes. I haven’t tested how this would look on the standard reports, but the data should be there to report on with custom reporting. Here is what I would do.

1. Create a “Phase” Attribute

Use the Configuration -> Common Settings -> Common Settings -> Attributes (CS205000) screen to setup a Phase attribute:
2014-04-11_234440

2. Assign the “Phase” Attribute to the Projects Module

Use the Organization -> Projects -> Setup -> Attributes (PM202000) screen to assign the Phase attribute to Tasks in the Projects module:
2014-04-11_234521

3. Assign a “Phase” Attribute to new Tasks

Now when you add a Task using the Organization -> Projects -> Manage -> Project Tasks (PM302000) screen, you can assign a Phase attribute to the Task:
2014-04-11_234845

Now you can setup every Task to belong to a Phase. If you want the Phase attribute to be required, just check the Required box in step 2.

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Phases, Acumatica Project Accounting, Acumatica Tasks, Acumatica Training

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