NAVIGATING THE SCREEN
This screen is accessed through the Job Cost > Production Units by Detail Items > Update / Edit Production Unit Bid Items > Update Bid Item Tasks option.
1.Bid Item No - Select an existing Master Bid Item from the list
2.Add Button - Create a new Task on the selected Master Bid Item
3.Delete Button - Remove existing tasks from the bid item.
•Note: If production unit transaction records exist for the selected task (units and/or hours), you will be warned with the following dialog screen. For best practices, if you are going to delete a task with production transactions, you should make a reversing entry against the task to bring the total units and hours to a zero balance.
4.Task List - This option is used to maintain a master list of tasks for each job cost phase and to copy these tasks into the current bid item. The Task List is automatically filtered for the current job cost phase when the screen is opened as shown at the bottom of the screen. You can simply remove this filter to update task items for other cost phases.
5.Task Grid - Displays the Tasks for the selected bid item
a.Standard grouping and filtering options are available for this grid