Use this area to manage your tasks and operations. You can later add them to your Estimates or Invoices. Task or Operation allows you to group resources together and treat them as one unit instead of individually. Operation Cost and Charge is automatically calculated base on contained items.

Operation List

"Operation List" tab shows the list of your tasks and operations. Selecting a row in the table will enable "Operation Details" tab.

To sort table rows, click the header of the column that you want to sort by.

Use New button to create new record, Edit link to go to record details and Delete link to remove.

Operation Details

"Operation Details" tab shows details for the record currently selected in the "Operation List" tab. Specify Description of your operation. Use "Operation Cost" and "Operation Charge" fields to track your expenses and charges. By default, Cost and Charge amounts are calculated automatically based on contained resources, but you can use "Override amounts" checkbox to manually provide the values. You may also add any notes to the Comments field to further describe your task or operation.

Operation Resources

Optional "Operation Resources" section allows you to specify resources that will compose this operation. First, select the group the resource belongs to. Than either select existing resource or click "+" link to create new one. Finally, provide how many resources you want to include and click on the "Add Resource" button to finish.

To change the quantity of the already added resource, just select the same group and resource in the new row and provide the number you want to adjust by. Use Delete link to exclude resource from this operation.

Important: If any of the contained resources change their Cost or Charge values, the Operation Cost and Charge will be automatically adjusted. To prevent this default behavior, use "Override amounts" checkbox to manually provide the values.

denotes required field.

Screen commands:
• New
  Select this command to create a new record.
• Edit
  Click on this link to start modifying existing record.
• Save
  Click to save current item.
• Delete
  Click to delete selected or current item. You will be prompted to confirm your action.
• Print
  Click on this link to print current record.
• Email
  Click on this link to send current item via email.