Creating or editing an activity is done through the Activities screen. Depending on the Code Type, this screen will change its layout, adding or removing fields to accommodate that specific type.
When an activity is first created, only the Main tab will appear. Once it is saved, the Report Codes and Activity Groups tabs will display.
Due to the fields changing depending on the Code Type selected, click on the type or tab you want to learn more about.
Jump to Section:
Time | Purchase | Internal | Report Codes Tab |
Disbursement | Subcontract | Revenue | Activity Groups Tab |
Plant | Stock | Retention |
These activities are used in any transaction that represent internal Users' time, including Timesheets and /wiki/spaces/DARCH/pages/704774219 entries. Each individual activity can have its own Payroll Code, Time Costing selection, and whether they Use Time Codes or not. You can create multiple time activities with the same DR GL Account (a many to one relationship with the chart of accounts).
This type is for use with the Disbursements transaction type.
This activity type is used in the Plant module, specifically for plant that is entered as a Plant Issue. For external plant hire, the Purchase activity may be more appropriate.
Purchase activities are generally created considering budgeting requirements in mind. You can create multiple purchase activities with the same DR GL Account (a many to one relationship with the chart of accounts).
These activities are solely for use in the Subcontracts module.
Activities of this type are used in the Stock module.
Internal activities are only used in jobs marked for internal use.
Most databases will only need one revenue activity to budget for expected revenue amounts in Job Budgets.
The retention activity code is used for withholding retention amounts from subcontractors in the Subcontracts module.
Report Codes are a legacy feature from the previous version of Workbench.
After saving the activity, you can immediately select which Activity Groups you want to allow the activity to be used in. You can add the activity on this tab to as many groups as desired, or you can organise all activities later in the Activity Groups screen.
The left Not Included section lists all Activity Groups that this activity is not allowed to be used in, while the right Included section shows which ones it is allowed in. To add or remove, Select the group and click the directional arrow button to move your selection to the other side. Remember to Save after making any changes.
Once the activity is added to the appropriate Activity Groups, users can immediately begin to use them in Jobs with those groups.
FAQs:
Process Flow: