The Activity maintenance screen is used to create and
maintain list of activities. Activities are individual tasks for a project.
For example,
XYC is a consulting company. The company installs and configures applications
for clients. Each installation is handled as a separate project. Installation has two activities
"Server Installation and Configuration" and "Documentation". Documentation and Server Configuration can be
created as activities for "Time Entries".
Steps to create a
Activity:
Click on the "Green Plus Sign". This will open the
"Edit Form".
-
Enter the "Description" for the activity and
add a brief explanation of the activity under "Short
Description".
-
Enter "Notes" to add additional information.
-
Select the "Activity Type".
-
Enter the "Reference", "Rate", "Payroll Pay
Code" and "Integration Part No".
"Display Order" determines the display order of the
list where the activity is used.
Delete will mark a record as
deleted.
-
Deleted records will not appear in any
lookups.
-
Edit the record and "Un-tick" delete to activate
a record.
Use the "Pencil" icon to edit
details.
Expand into the details
to add "Notes" and " Attachments ".
Figure 1: Activity Maintenance