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A menu based work type is a Work Type linked to a set of task types.

This This Work type is preconfigured with the quantity with the quantity, unit cost, and the number of units per task. Once a menu based work a menu based work type is created, it allows traffic to easily create and assign tasks to individuals.


Below are steps to show you how to use and manage menu based work type items.


Step-by-step guide



  1. Open the Job Bag you want to edit.
  2. Click the Add New button on the Ribbon.
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    The Add New dialog appears. 
    Select Cost Sheet from the Document Types section.
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    Click the Create button.
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    The Cost Sheet screen appears. 
    Click the Add Lines button.
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    A new line is added. 

    Click the drop down arrow on the Work Type field and select the menu based work type from the list. With the CE open, click the Add Lines button and select the a menu based work type in the Work Type field.

    Info
    A menu based work type can be distinguished by the icon that appears next to it.

    In this example, Billboard is selected.
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    Notice that the work type has a default Unit Type of Units, the number of Units column is set to 1, and it displays an amount in the @Cost column the @Cost column as specified in the Work Type Configuration.

    Info
    Please note that you will not be able to edit the Unit Type. 
  3. Add all the work types you work types you need and click the the Save button button.
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  4. To manage tasks related to menu based work types, click the the Shortcut Menu button  button and select select To Job TasksJob Tasks.
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    The
  5. The Create Job Tasks from this Document dialog  dialog appears. Notice that the Work Type shows all Task Types associated with it. Tasks are grouped per line item.

    Select the task you task you want to create by checking the checkbox on the left-hand side. 
    In this example, Concept Creation, Design, DTP and Storyboards are selected.

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  6. In

    the

    the Assigned To

    field

     field, select users to be assigned to the selected tasks.

     

    Info
    By default, the Assigned To field will populate with users who have previously been assigned to the selected task on other Jobs.
    In this example, Francine is added to the Concept Creation task.

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  7. Set

    the desired

    the desired Start

    and

     and Finish

    date

     date for the selected task.

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    Info
    Estimated Hours will default to what has been set up in the Work Type Configuration. The Actual Hours column will populate once time has been captured against a task.
  8. Make all changes and click the the Create button button.
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    Tasks will be created and visible on the Job Bag and the Resource Planner.

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