Work Tasks


You can use Work Tasks to define a scope of work completed at a common labor rate as defined by either a Craft or the default labor rate in Custom Settings.

You can add custom work tasks to any Work Order or select from predefined Standard Work Tasks.

A Work Order can have as many separate Work Tasks as necessary to define the work required and the proper Craft, Crafts, or labor rate.

Key Features

You can use Work Tasks track the labor completed for a Work Order.

Work Orders can be created with initial estimated hours greater than 0 (zero) prompts FX EAM to automatically add one Work Task.

You can adjust the Work Order Task and add Work Tasks as needed.

The default value for the Work Order’s Initial Estimated Hours is defined in Work Order Parameters Custom Settings. For more information, see Initial Est Hrs in the Work Order Parameters Custom Settings topic.

Creating a Work Order with initial estimated labor hours of zero does not automatically generate a Work Task for the Work Order.

Optionally, use Work Task Stepsto specify multiple parts of the same Work Task as required.

Labor rate is defined by the Craft at the Work Task level, and cannot be changed at the Work Task Step level.

If you need a different labor rate, create a different Work Task for a different labor rate.

How Work Tasks Work

Work is marked completed against Work Tasks.

All Work Tasks on a Work Order roll up into the cost totals for a Work Order.

FieldFX EAM tracks complete, partially complete, and incomplete tasks to show projected and actual costs.

You can add Work Task Labor to track hours and costs.

Step-by-Step Guides

You can add or complete a work task.

Add a Work Task

  1. Go to the Related tab of the Work Order.

  2. Click New next to Work Task.

  3. Make the following entries in Information:

    Field Description

    Std Task

    Standard Work Task to use


    Custom work task

    Work Order:

    Defaults to the selected work order

  4. Make the following entries in Date:

    Field Description

    Schedule Date:

    Planned date to begin the task

    Task Due Date:

    Planned completion date

  5. Make the following entry in Hours:

    Field Description

    Planned Hours:

    Total number of hours planned for the task

    Complete the other fields as work is completed to record actual labor hours for the task.

  6. Make the following entry in Cost:

    Field Description

    Planned Labor Cost:

    Anticipated labor costs for the task

    The other fields are calculated based on the Task’s Labor Rate and the number of actual hours worked.

  7. Make the following entries in System Information:

    Field Description


    Order of tasks to complete within the Work Order

    Assigned Vendor:

    3rd party vendor to use for the task

  8. Save the task.

  9. Add Work Task Steps to the task if needed.

Complete a Work Task

  1. Access the Work Task record and click the Complete Task action button in the upper right.

  2. Mark the box for Work Task Complete.

  3. If the task uncovered additional work that needed to be done, mark the box to Create Follow Up Work Request.

  4. Click Next and complete information for the follow up Work Request type Work Order if needed.

Marking a Work Task as Complete also marks all associated Work Task Steps as Complete.