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Activities

Each time entry is categorized according to the nature of the time being spent or activity being undertaken.

Typical activities include Meetings, Report Preparation and Holidays.

Note: Sage strongly recommends that you give careful consideration to activities you create. These have a significant bearing on the quality and usefulness of the reports that result.

Adding an Activity

1. Open the Edit view in the left-hand pane.
2. Click Activities.
3. In the main workspace, click the NEWbutton and enter the name of the new activity.

4. Specify all necessary activity details.

   Activity Details

   Field	Description
   Activity	The name of the activity.
   Inactive Activity	You can make an activity inactive by selecting the Inactive Activity checkbox.
   Set to 0 in WIP	If you select the Set to 0 in WIP checkbox, hours are added to the WIP but not associated values (except where the value is overridden by a project's budget).
   Classification	This drop-down list enables you to classify the activity. This helps to ensure that employee efficiency is measured accurately. An activity can be classified as one of the following: Chargeable A chargeable activity constitutes work for an external client, for which the client will be charged by your organization. Non-Chargeable A non-chargeable activity constitutes work done within your organisation, and not for an external client. No client is charged for this work. A typical example if R&D work. You can log non-chargeable activities only in projects belonging to admin clients. Non-chargeable time reduces productivity because it is time you are available to do work, but the work you are performing is not generating revenue. Unavailable Typical unavailable activities are holidays and training courses. The employee is not available for normal work either for your organisation or for an external client. You can log unavailable activities only in projects belonging to admin clients. Unavailable time does not affect your productivity.
   Advise Supervisor	If this checkbox is selected, whenever this activity is used in a time entry, the supervisor is alerted by e-mail. if the time entry is subsequently altered (by either the user or their supervisor), both of these individuals are notified by e-mail.
   Include in Working Time Report	Selecting this checkbox enables you to include the activity in the EU Work Directive Report.
   Include in Coretime	Selecting this checkbox enables you to include the activity in the core hours.
   Ledger Code	This field enables you to associate a ledger code with the activity. This can be useful for nominal integration of your Sage Coretime data with an external accountancy package.
   Restriction Templates	Use this section to select restriction templates to which this activity should belong. The Restrict on all Projects checkbox enables you to specify that this activity should be restricted from all new projects. (The Restriction Templates section is available only if restrictions are enabled on your system.)

5. Click Submit.

You have added a new activity to the system.

Editing an Activity

1. Open the Edit view in the left-hand pane.
2. Click Activities.
3. Click the Edit button.
4. Make the necessary changes.
5. Click Submit.

You have edited an activity.

Note: An audit trail of edit changes is recorded in a log file: Inetpub/Tempus/Audit.txt

See also

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