Add activities

Billing or work codes for time and billing
Basis of tasks for project tracking

Before you start

Make sure you're assigned to a permission group that has
Activities
enabled.
Set up staff rates for time and billing calculations.

Add an activity

Select
Setup
, then
Activities
, and select
Add
.
Enter an ID and name for the activity. You can also add a description that will appear on client invoices.
Choose a type for the activity:
Time
or
Expense
.
Choose a class for the activity:
Billable
,
Non Billable
, or
Administrative
.
Select
Save
when you're finished.

Example activities

Client Meeting & Discussions
Preparation
Review
Delivery
Progress Billing
Non-billable Research
Staff Meetings
Paid Time Off
Unpaid Time Off
Vacation Time
Mileage
Meals & Entertainment
Admin Travel Expenses
Admin Mileage