Task Templates

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                      sl        Configuration Approach
   State of Connecticut         Task Templates
   Core-CT Project


Item Overview:
The Task Template page is used to select the type of task information Taskgroup members are to provide
for time reporting. Each Task Template should represent a distinct set of task-related elements. A Task
Template must be assigned to each Taskgroup. The same Task Template can be assigned to more than
one Taskgroup or separate Task Templates can be created for each Taskgroup. The Task Template
assigned to the Taskgroup controls which Task Profiles can be associated with the Taskgroup.

Menu Path:
Define Business Rules / Define Time and Labor / Setup 2 / Task Template

                                            Task Template




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   State of Connecticut         Task Templates
   Core-CT Project



Record Information:
 PS RECORD NAME             RECORD NAME                  DESCRIPTION
 TL_TSKPRF_TMPLT            Task Profile Template        This record defines the fields that make up an
                                                         accounting transaction for Time and Labor‟s
                                                         Daily Task Records and the Task Profiles.

Approach:
 Initially the number of templates will be very minimal as there have been no Task fields identified by
agencies as being needed as part of Phase 1. As agencies identify requirements for new Task Templates
the Core-CT Team will be able to create new Templates and assign them to Taskgroups with minimal
impact provided Taskgroups are defined at the level needed upon Configuration of the initial rollout.

Information Source:
Agency SMEs will provide most of the input as to what data fields need to be set up on the Task
Template in order to properly capture the cost information for their agency.

Data Entry Method:

            _________ On-Line Pages

            ____X____ Excel Spreadsheet

Fields on Record:
 PS RECORD NAME/
 PS FIELD NAME               FIELD NAME                  DESCRIPTION
 TL_TSKPRF_TMPLT
 TASK_PRFL_TMPLT_I           Task Template ID            This field displays the name of the template. It is
 D                                                       a required field of 10 upper case characters. This
                                                         value will be set to a meaningful value that is
                                                         easy to identify when linked to a taskgroup.
  DESCR                      Description                 This allows for a 30 character free flow
                                                         description of the template. It is a required field.
  DESCRSHORT                 Short Description           This allows for a 10 character free flow
                                                         description of the template. It defaults to
                                                         TL_TSK_TMPLT. This value should be set to a
                                                         meaningful value.
  COMMIT_ACCTG_FLG           Commitment Accounting       If Commitment accounting functionality is to be
                                                         used then this box should be checked. Once
                                                         selected, Account Code becomes a required field,
                                                         and the Product and Project ID fields become
                                                         unavailable. This field defaults to “N”. It will be
                                                         set to “Y”.



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   State of Connecticut         Task Templates
   Core-CT Project


  PS RECORD NAME/
  PS FIELD NAME              FIELD NAME                 DESCRIPTION
  COMPANY_FLAG               Company                    For US companies and organizations that are
                                                        using PS North America this equates to a
                                                        business unit that has a unique federal employer
                                                        identification number(EIN) for payroll reporting
                                                        purposes. The default is “N”.
  OPT1                       Field 1 Use Option         This will be used if the Company field is being
                                                        used to report labor distribution information
                                                        against. The options are “Not Used”, “Optional”,
                                                        and “Required”. The default is “Not Used”.
                                                        Accept the default.
  BUS_UNIT_FLAG              PC Business Unit           The default is “N ”. Accept the default.
  OPT2                       Field 2 Use Option         This will be used if the Business Unit field is
                                                        being used to report labor distribution
                                                        information against. The options are “Not Used”,
                                                        “Optional”, and “Required”. The default is “Not
                                                        Used”. Accept the default.
  DEPTID_FLAG                Department ID              The default is “N”. Not available when using
                                                        Commitment Accounting. Accept the default.
  OPT3                       Field 3 Use Option         This will be used if the Department ID field is
                                                        being used to report labor distribution
                                                        information against. The options are “Not Used”,
                                                        “Optional”, and “Required”. The default is “Not
                                                        Used”. Accept the default.
  PRODUCT_FLAG               Product                    The default is “N”. Not available when the
                                                        Commitment Accounting flag is set. Accept the
                                                        default.
  OPT4                       Field 4 Use Option         This will be used if the Product field is being
                                                        used to report labor distribution information
                                                        against. The options are “Not Used”, “Optional”,
                                                        and “Required”. The default is “Not Used”.
                                                        Accept the default.
  PROJECT_FLAG               Project ID                 The default is “N”. Not available when the
                                                        Commitment Accounting flag is set. Accept the
                                                        default.
  OPT5                       Field 5 Use Option         This will be used if the Project field is being used
                                                        to report labor distribution information against.
                                                        The options are “Not Used”, “Optional”, and
                                                        “Required”. The default is “Not Used”. Accept
                                                        the default.
  TASK_FLAG                  Task                       The default is “N”. Accept the default as the
                                                        Task field will not be used initially.



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                      sl        Configuration Approach
   State of Connecticut         Task Templates
   Core-CT Project


  PS RECORD NAME/
  PS FIELD NAME              FIELD NAME                 DESCRIPTION
  OPT6                       Field 6 Use Option         This will be used if the Task field is being used
                                                        to report labor distribution information against.
                                                        The options are “Not Used”, “Optional”, and
                                                        “Required”. The default is “Not Used”. Accept
                                                        the default.
  CUSTOMER_FLAG              Customer                   The default is “N”. Accept the default as the
                                                        Customer field will not be used initially.
  OPT7                       Field 7 Use Option         This will be used if the Customer field is being
                                                        used to report labor distribution information
                                                        against. The options are “Not Used”, “Optional”,
                                                        and “Required”. The default is “Not Used”.
                                                        Accept the default.
  ACCTCD_FLAG                Account Code               The default is “N”. This value should be set to
                                                        „Y‟ for every task template.
  OPT8                       Field 8 Use Option         This will be used if the Account Code field is
                                                        being used to report labor distribution
                                                        information against. The options are “Not Used”,
                                                        “Optional”, and “Required”. The default is “Not
                                                        Used”. This is a required field if the
                                                        Commitment Accounting flag is set. This value
                                                        should be set to „O‟ for Optional.
  RESOURCE_TYPE_FL           Resource Type              The default is “N”. Accept the default.
  AG
  OPT10                      Field 10 Use Option        This will be used if the Resource Type field is
                                                        being used to report labor distribution
                                                        information against. The options are “Not Used”,
                                                        “Optional”, and “Required”. The default is “Not
                                                        Used”. Accept the default.
  RESOURCE_CAT_FLA           Resource Category          The default is “N”. Accept the default.
  G
  OPT11                      Field 11 Use Option        This will be used if the Resource Category field
                                                        is being used to report labor distribution
                                                        information against. The options are “Not Used”,
                                                        “Optional”, and “Required”. The default is “Not
                                                        Used”. Accept the default.
  RESRCE_SUBCAT_FL           Resource Subcategory       The default is “N”. Accept the default.
  AG
  OPT12                      Field 12 Use Option        This will be used if the Resource Subcategory
                                                        field is being used to report labor distribution
                                                        information against. The options are “Not Used”,
                                                        “Optional”, and “Required”. The default is “Not
                                                        Used”. Accept the default.


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                      sl        Configuration Approach
   State of Connecticut         Task Templates
   Core-CT Project


  PS RECORD NAME/
  PS FIELD NAME              FIELD NAME                 DESCRIPTION
  ACTIVITY_FLAG              Activity                   The default is “N”. Accept the default.
  OPT13                      Field 13 Option Flag       This will be used if the Activity field is being
                                                        used to report labor distribution information
                                                        against. The options are “Not Used”, “Optional”,
                                                        and “Required”. The default is “Not Used”.
                                                        Accept the default.
  BUS_UNIT_HR_FLAG           Business Unit HR           The default is “N”. Accept the default.
  OPT14                      Field 14 Use Option        This will be used if the Business Unit HR field is
                                                        being used to report labor distribution
                                                        information against. The options are “Not Used”,
                                                        “Optional”, and “Required”. The default is “Not
                                                        Used”. Accept the default.
  USER_FIELD_1_FLAG          User Field 1               The default is “N”. Accept the default.
  OPT15                      Field 15 Use Option        Available for the definition of custom rules. The
                                                        options are “Not Used”, “Optional”, and
                                                        “Required”. The default is “Not Used”. Accept
                                                        the default.
  USER_FIELD_2_FLAG          User Field 2               The default is “N”. Accept the default.
  OPT16                      Field 16 Use Option        Available for the definition of custom rules. The
                                                        options are “Not Used”, “Optional”, and
                                                        “Required”. The default is “Not Used”. Accept
                                                        the default.
  USER_FIELD_3_FLAG          User Field 3               The default is “N”. Accept the default.
  OPT17                      Field 17 Use Option        Available for the definition of custom rules. The
                                                        options are “Not Used”, “Optional”, and
                                                        “Required”. The default is “Not Used”. Accept
                                                        the default.
  USER_FIELD_4_FLAG          User Field 4               The default is “N”. Accept the default.
  OPT18                      Field 18 Use Option        Available for the definition of custom rules. The
                                                        options are “Not Used”, “Optional”, and
                                                        “Required”. The default is “Not Used”. Accept
                                                        the default.
  USER_FIELD_5_FLAG          User Field 5               The default is “N”. Accept the default.
  OPT19                      Field 19 Use Option        Available for the definition of custom rules. The
                                                        options are “Not Used”, “Optional”, and
                                                        “Required”. The default is “Not Used”. Accept
                                                        the default.
  BUS_UNIT_PF_FLAG           Business Unit PF           The default is “N”. Accept the default.




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                      sl        Configuration Approach
   State of Connecticut         Task Templates
   Core-CT Project


  PS RECORD NAME/
  PS FIELD NAME              FIELD NAME                 DESCRIPTION
  OPT20                      Field 20 Use Option        This will be used if the Business Unit PF field is
                                                        being used to report labor distribution
                                                        information against. The options are “Not Used”,
                                                        “Optional”, and “Required”. The default is “Not
                                                        Used”. Accept the default.
  LOCATION_FLAG              Location                   The default is “N”. Accept the default.
  OPT21                      Field 21 Use Option        This will be used if the Location field is being
                                                        used to report labor distribution information
                                                        against. The options are “Not Used”, “Optional”,
                                                        and “Required”. The default is “Not Used”.
                                                        Accept the default.
  JOBCODE_FLAG               Jobcode                    The default is “N”. Accept the default.
  OPT22                      Field 22 Use Option        The options are “Not Used”, “Optional”, and
                                                        “Required”. The default is “Not Used”. Accept
                                                        the default.
  POSITION_NBR_FLAG          Position Number            The default is “N”. Accept the default.
  OPT23                      Field 23 Use Option        This will be used if the Position Number field is
                                                        being used to report labor distribution
                                                        information against. The options are “Not Used”,
                                                        “Optional”, and “Required”. The default is “Not
                                                        Used”.

Dependencies and Timing:
 Task Templates must be completed before Task Profiles and Task Groups
 There are no prompt tables associated with this table

Testing Considerations:
Templates should be created using the following scenarios:
 A Template on which the Commitment Accounting flag is set
 A “Non-Task” Template for those employees whose time and labor distribution data is not part of the
   commitment Accounting process. Some agencies do capture attendance information for non-
   employees, however it has yet to be determined if this functionality is of use to them.

Assumptions:
 Commitment Accounting functionality will be used.
 EPM functionality will be used
 PS Projects will be implemented in Phase II
 The Account Code field will always be optional for every task template.

Revisions
Date:
Comments:

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                      sl        Configuration Approach
   State of Connecticut         Task Templates
   Core-CT Project




Name:
Changes Needed:

Reasons:


Input Provided By:
Name                                                Title, Department
Lee Stolzman                                        Core-CT, Time & Labor Team
Diane Anzelloti                                     DCF, Time & Labor Team
Dottie Enos                                         DMR, Time & Labor Team
Judd Neilsen                                        Time & Labor Team Lead




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                        sl       Configuration Approach
   State of Connecticut          Task Templates
   Core-CT Project


                                            SIGNOFFS
Configuration Team


            _________________________     _________________________

            _________________________     _________________________


Configuration Team Leads


            _________________________    _________________________
              Ryan Oakes                Ron Kuehner

Module Team Leads


            _________________________     _________________________


Team Leads


            _________________________     _________________________
              Rajeev Sharma                    Anne North


            _________________________
              Sue Martin




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