Activity Types allow you to capture specific activities you want to report on. Examples are
Activity Types are often used to mark exceptions or to overwrite values.
You can select Activity Types when entering time and expense transactions.
For Payroll Reporting, you can specify a Payroll Code for this Activity.
Use the Financial Account for fixed amount entered in the Timesheet (similar to Per Diem) - example bonus for overtime.
For Resource Pricing, you can specify an Overhead Percent value.
You can overwrite the Project Utilization Category.
You can restrict the use of Activity Types in Time and Expense Items:
- Restrict by - Time or Expense only
- if selected the Activity Type can only be selected for e.g. Time or Expense items
- Restrict Project Line Type
- Project Lines can have an Project Line Type (e.g. OnSite, Support, ...)
- In the Activity Type, you can define a string which must be matched by Line Type; Examples:
- "OnSite" would create an error when no Project Line was selected or the Project Line does not have the Type "OnSite"
- "OnSite,Support" would create an error when no Project Line was selected or the Project Line is not either "OnSite" or "Support"
In most situations, we cannot prevent the selection of the wrong Activity Line.
When the restrictions are not met, the Time and Expense item record cannot be saved (similar to defining validation rules).
For a particular Resource, you can set a default Activity Type (if none was selected).