More InformationWhen Activities are accessed from within the Projects page, users can associate pre-existing activities to phases within an established project.
Edit
This button is available when the Project System Setting 'Enable Approval' is checked. When a project activity is active, it will allow the user to edit activity information and resubmit the changes for approval.
Submit
Submit for approval. This button is available when the Project System Setting 'Enable Approval' is checked.
More Information
Details
This button is available when the Project System Setting 'Enable Approval' is checked to display pending approvers and approval history.
This button is available when the WorkPlace G/L Budget module is licensed to setup and maintain Budgets by Period. When selected, budget to actual information will be displayed for the specified 'G/L Account Expense' account and period based on the current date.
This field is only available when Intercompany is registered and will display the Inter-Company for the Project selected on the Project Tab.
Project ID of the project selected on the Projects Tab.
Phase ID of the activity's phase.
Defaulted base on the selected Activity.
Check this box to make the specific Activity selectable during transaction entry.
If unchecked and a user selects this activity then no billing records will be generated from Timesheet batch process.
Checkbox available for user defined purpose or future functionality.
Type in the name or select a valid Activity ID from the zoom control. Activities must be created in advance on the Maintenance Tab, and can not be created "on the fly."
The default description will automatically populate after the Activity ID is selected. However, the description can be edited afterwards.
Check this box to make the specific activity selectable for Requisition/Check Request or Purchase Order transactions.
Check this box to make the specific activity selectable for Travel and Expense transactions.
Check this box to make the specific activity selectable for Time transactions.
Select from the calendar control or type in the start date; such as 01/01/2009. This activity will not be selectable in transaction entry before the specified date.
Select from the calendar control or type in an end date; such as 12/31/2009. This activity will not be selectable in transaction entry after the specified date.
By default, the Company Code assigned to the phase on the Phase Tab.
Identifies the Project Manager at the Activity level if different than at the Project or Phase level.
Sends all transactions that are coded against this Activity to the Project Manager for approval.
By default, the Currency ID assigned to the phase on the Phase Tab.
By default, the Rate Type assigned to the phase on the Phase Tab.
Expense Type that will be selected and used on the Expense Sheet when selecting this Activity.
Account that is defaulted to the WorkPlace transaction that is debited on the resulting AP transaction.
G/L account used when generating invoices.
Type in or select the item group.
Type in or select a valid inventory item from the Zoom Window.
Informational numeric field that could be used to note the estimated or quoted units to complete this specific phase activity.
Informational numeric field that could be used to note the estimated or quoted currency amount to complete this specific phase activity.
When Expenses or Purchase Orders are received against this Phase the amount on the transaction will be multiplied by this field to calculate the amount to bill. The field is in whole number percentages, meaning that 25% would be entered as 25.
Type in the name or select a valid Labor Group ID using the zoom control.
Type in or select a valid date using the zoom control. Use this field to identify a delivery deadline for an item.
Type or Select a Unit of Measure using the zoom control (i.e. each, box, ton, etc.)
Type in or select a valid Location ID using the zoom control.
Enter the amount budgeted for the Phase Activity. This is informational only and will not prevent transactions from going against the Project if exceeding the Budget Amount.
This is an informational field and shows the amount that has been entered against the Phase Activity from all transactions.
Enter the unit amount budgeted for the Phase Activity. This is informational only and will not prevent transactions from going against the Project if exceeding the Budget Unit.
This is an informational field and shows the unit amount that has been entered against the Phase Activity from all transactions.
Informational field at the project phase level that can hold multiple pages of text.
This section is available when Advanced Account Lookup is licensed to allow selection of default G/L Segment values for the assigned Activity.
Each active G/L Segment ID will be listed and available for selection. The field label will be based on the Description entered on the G/L Segment maintenance page.
Enter or select a valid value for the selected G/L Segment ID.
