The Compare Task Attributes by Template report allows users to compare task attributes across templates in an organization.

To generate the report:

1. The Task Attribute filter defaults to All. To choose specific attributes, click the Task Attribute multi-select button . The multi-select pop-up window opens.

2. Click the check box next to each Task Attribute with which you want to filter the report. Remember to click the All check box to de-select it.

3. Click the OK button in the bottom of the window. The pop-up window closes and returns to the main report.

4. In the Search By drop-down list, choose to search by Cost Code or Task Name. Defaults to Cost Code.

5. Choose a cost code or task name from the Cost Code/Task Name drop-down list. This list populates based on the selection made in the Search By filter.

6. Choose from the other filters. (Optional)

7. Click the Generate Report button.

Where does that come from?

Below is a list of information in the Compare Task Attributes by Template report and where the information comes from.

Report Filters

Task Attribute - Multi-select filter that contains several task attributes. Defaults to All.

• Task Type

• Supplier

• Budget

• Industry

• Acct Code

• Auto Send Flag

• Auto Complete Flag

• Milestone Key

• Stage

• Task ID

• Parent Tasks

• Child Tasks

• Rank

• Sequence

• Lead Time

• Duration

• Offset

• Required Flag

Template Status - Changing the template status will determine what templates to look at when comparing tasks. The report will only look at templates with the selected template status. Defaults to Active.

Organization - Contains a list of all orgs from the user’s org down. The filter defaults to the organization at which the user is assigned.

Search By - Contain a list of task names found within templates for the selected org. This is a required field and users must select Task Name or Cost Code in order to generate the report. Defaults to Cost Code.

Cost Code/Task Name - Contains a list of cost codes or tasks found within templates for the selected org. This is a required field, and users must select a task name or cost code to generate the report.

Report Columns

Template - Displays the template name. Task attribute detail will be grouped by template.

Task Type - Displays the task type for all tasks found in the report.

Supplier - Displays the supplier name associated to each task in the report.

Budget - Displays the budget amount for tasks found in the report.

Industry - Displays the industry each task belongs to in the report.

Acct Code - Displays the cost code assigned to each task found in the report.

Auto Send - Displays the value (Y or N) in the auto send field for each task.

Auto Compl - Displays the value (Y or N) in the auto complete field for each task.

MStone Key - Displays the milestone key associated to each task in the report.

Stage - Displays the stage name for each task on the report.

ID - Displays the task id of the associated task.

Parent Tasks - Displays the task ID and task name of all parent tasks for each task returned to the report. Since a task may have many parents, each parent task is displayed on a separate row.

Child Tasks - Displays the task ID and task name of each child task found for tasks returned to the report. Since a task may have many child tasks, each child task is displayed on a separate row.

Rank - Displays the rank for each task returned to the report. For predecessor schedule tasks, displays ’NA’ in the column (rank is not used for predecessor schedules).

Seq - Displays the sequence for each task on the report.

Lead Time - Displays the lead time for each task in the report.

Dur - Displays the duration of each task in the report.

Offset - Displays the offset for each task in the report.

Req - Displays the required flag (Y or N) for each task in the report.