Creating Tasks from a Cost Sheet

Chase Cost Sheets have a cool new feature to take a load of work off your hands. Instead of creating tasks against a job manually, you can do it with the click of a button and minimal input. Here’s how it works:

  1. Select the desired Cost Sheet. Before you start, make sure that the units have been entered correctly. Chase only uses Internal line items.
  2. Click on the Cost Sheet’s Shortcut menu and select the “To Job Tasks” option.
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  3. In the “Create Job Tasks from this Document” window click the check box to select the lines you want to create tasks for.
  4. If you have linked your Task Types and Work Types, the correct task will be selected automatically (this can be set up in the relevant Configurations screen). If not, select the correct Task Type from the list.
  5. Select the resource to whom the task must be assigned.
  6. Enter the “Start Date” and “Finish Date”, and confirm the number of hours allowed for each task. Then click the “create” button to create tasks
  7. Click through to the Job bag details page to make any further changes to the tasks.
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Creating task this way helps you stick to budget because the hours are already allocated at the approved or final Cost Sheet stage (depending on company policy). It’s better to use an approved or final Cost Sheet because budget is not approved on a draft Cost Sheet. Of course, there’s also less opportunity for input errors.

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Tasking becomes easier and faster when done from a Cost Sheet, saving you time. It’s also easier to manage because you can set up one Task Type against one Work type, ensuring descriptions are better aligned.

So next time you have to create job tasks, try the Cost Sheet feature first. It’ll save you a lot of work.

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