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
2. Assign the “Phase” Attribute to the Projects Module
3. Assign a “Phase” Attribute to new Tasks
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.