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Questions Acumatica Project Subtasks

 
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Last Post by Brendan Shepperd 2 years ago
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Grant Reid
Posts: 16
 Grant Reid
Topic starter
June 7, 2018 9:04 am
(@grant-reid)
Member
Joined: 8 years ago

Hi All

I'm busy test driving Acumatica Project Accounting module and currently defining project templates. Does anyone know if one can setup subtasks for tasks? I don't see any mention of this in "Projects" user guide.

Kind Regards - Grant


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Shawn P Slavin
Posts: 196
 Shawn P Slavin
June 7, 2018 10:24 am
(@shawn-p-slavin)
Estimable Member
Joined: 6 years ago

Grant,

You can logically but there isn't a seperate data table for sub-tasks.

Since the Task ID can be broken into pieces in Segmented Keys, you can break tasks down into logical components just like you can a GL Sub Account.  As such, you can do something like XX.YYYY.ZZZ format in you Task ID's to represent Phase, Task, Step format.


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Grant Reid
 Grant Reid
(@grant-reid)
Joined: 8 years ago

Member
Posts: 16
June 8, 2018 1:59 am
Reply toShawn P SlavinShawn P Slavin

Hi Shawn

Thanks for the feedback. I get your point that it can be defined logically via a segmented key approach but I find it strange that a more visual subtask approach, i.e. hierarchical structure (tasks, subtask, order of execution) exists in the Business Process Scenario tool, but not within the Project module.

Kind Regards - Grant


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Tim Rodman reacted
Brendan Shepperd
 Brendan Shepperd
(@brendan-shepperd)
Joined: 6 years ago

Active Member
Posts: 6
February 21, 2024 12:41 am
Reply toGrant ReidGrant Reid
Shawn P Slavin

@grant-reid Did you ever come up for a solution other than segmented keys for a subtask?


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Tim Rodman reacted
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