The Activity screen enables you to create and maintain a standard list of activities or tasks for your company. Activity codes are time-based billable or non-billable actions performed by timekeepers. The activities will be selected when time entries are made. Although an unlimited number of activities can be created, we recommend that you keep the list as short as possible to ease the time entry task. Most companies have their own ways of describing tasks performed for projects. For this reason, we suggest that you take some time to personalize the activity codes. Depending on your preferences, activities can be referred to as "service items", "service codes", "tasks" or "jobs". You can customize the lexicon using the Custom Labels screen.
In addition to creating a list of your staff's activities, you can also assign default properties for each of them. When creating time records, the default information is brought forward to the time record, but can be edited when the time record is made.
If the default properties of the activities are altered, existing time entries are not modified in any way. Use the <TAB> key to navigate from field to field. The screen has a data entry section and a grid. The grid lists down all the activity records. Further, you can sort the grid list by any of the columns and rearrange the column layout. For example, to view the list by Code (ascending or descending), click the column header.
The ways in which you can create activity codes include: