•  Refresh
  • Tools
  •  
  • Expand All
  • Collapse All
  • Locales
  • Get File Link
  • Report Typo
  • Print
  • Export

Activity

Form ID: (CR306010)

On this form, you can create a new activity that belongs by default to the Activity class on the Activity Types (CR102000) form, such as a note, chat, escalation, message, phone call, or work item. The system displays the activity type in the form’s subtitle. You can also view (and edit, if needed) any existing activity.

In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar includes the buttons described below.

Button Description
Complete Changes the status of the activity to Completed. This command is available only for the Work Item type of activities.

Back to TopThe Summary Area

In this area, you can enter the settings of a new activity or select an existing activity to view (and edit, if needed) its settings.

The project-related elements are shown if the Projects feature group is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Summary Required. A brief description of the activity, which is used as its identifier.
Status The status of the activity, which can be one of the following options: Open, Canceled, or Completed.
If the Time Management feature is enabled on the Enable/Disable Features (CS100000) form, the box is available if the Track Time and Costs check box is selected.
If the Time Management feature is disabled, the box is available if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form.
Internal A check box that indicates (if selected) that the activity is hidden from external users.
Case Solution Provided A check box that indicates (if selected) that during this activity, a solution was provided to the customer for the case that is selected in the Related Entity box on the Details tab of the current form.
By default, the check box is cleared. If the activity is selected in the Solution Provided In box on the Cases (CR306000) form for the case, the check box becomes selected and unavailable for editing.
The check box is available if the Track Solutions in Activities check box is selected on the Case Classes (CR206000) form for the class of the case that is associated with the activity.
Track Time and Costs A check box that you select to make available elements that you can use to enter the time-related information and track billable time in projects.
For a new activity created from the Projects (PM301000) or Project Tasks (PM302000) form, the check box is selected by default regardless of the state of the Track Time and Costs check box of the activity type on the Activity Types (CR102000) form.
For a new activity that was not created from the Projects (PM301000) or Project Tasks (PM302000) form, the check box inherits the state from the settings of the corresponding activity type on the Activity Types (CR102000) form.
The check box is available only if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form.
Started On The start date and time of the activity. By default, the system inserts the date and time of the activity’s creation, but you can override it.
The start date and time cannot be later than the completed date and time, which is specified in the Completed On box. If this occurs, the system will set the completed date and time to match the start date and time.
Completed On The date and time when the activity will be completed. The box is empty by default and is shown if the Track Time and Costs check box is selected on the current tab.
The completed date and time cannot be earlier than the start date and time specifies in the Started On box. If this occurs, the system will set the start date and time to match the completed date and time.
When the activity’s status changes to Completed, the system sets the completed date and time to one of the following:
  • If the box is hidden, the start date and time
  • If the box is shown, the current date and time
Project The project associated with this activity (or the non-project code, which indicates that this activity is not associated with any project defined in the system).
The box is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form. With this feature enabled, if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form, the box is shown if the Track Time and Costs check box is selected in the Summary area of the current form.
If the Time Management feature is disabled, the box is shown if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form.
Certified Job A check box that indicates (if selected) that the activity is a certified job.
The system automatically selects this check box if for the associated project, the Certified Job check box is selected in the Project Properties section on the Summary tab of the Projects (PM301000) form. You can clear this check box if it has been selected or select it manually, if needed.
The box is shown only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form and the Track Time and Costs check box is selected in the Summary area of the current form.
Project Task The project task with which this activity is associated. If you select a project that has a default project task with the In Planning or Active status, this project task is automatically inserted in the box. If the selected project has no default project task or the default project task has the Canceled or Completed status, the box remains empty. You can select only a project task of the project selected in the Project box.
The box is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form. With this feature enabled, if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form, the box is shown if the Track Time and Costs check box is selected in the Summary area of the current form.
If the Time Management feature is disabled, the box is shown if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form.
Cost Code The cost code with which this activity is associated to track project costs and revenue.
The system populates the cost code based on this priority:
  1. Project task
  2. Labor (non-stock) item
  3. Default cost code (for example, 00-000) defined in the system
This box is shown only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form and the Track Time and Costs check box is selected in the Summary area of the current form.
Labor Item The non-stock item of the Labor type associated with the activity.
By default, the system selects the labor item associated with the owner of this activity. You can clear the box if a labor item has been selected or select a labor item manually, if needed.
The box is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form and the Track Time and Costs check box is cleared in the Summary area of the current form.
If the Time Management feature is disabled, the box is shown if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form and the Track Time and Costs check box is cleared in the Summary area of the current form.
Union Local The union local associated with the activity.
The system automatically populates the Union Local box in the activity based on the owner of the activity and its associated project as follows:
  • If the owner has an associated union local and the project has no associated union local, the system selects the union local of the owner.
  • If the owner has an associated union local that is one of the union locals associated with the project, the system selects the union local of the owner.
  • If the owner has an associated union local that is not any of the union locals associated with the project, the system leaves the box blank.
  • If the owner has no associated union local, the system leaves the box blank.
You can clear the box if a union local has been selected or select a union local manually, if needed.
The box is shown only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form and the Track Time and Costs check box is selected in the Summary area of the current form.
Approver Read-only. The person who is responsible for approving the activity.
The box is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form. With this feature enabled, if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form, the box is shown if the Track Time and Costs check box is selected in the Summary area of the current form.
If the Time Management feature is disabled, the box is shown if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form.
Earning Type The earning type for the activity, which determines how labor is costed. The options are defined on the Earning Types (EP102000) form.
The box is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form. With this feature enabled, if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form, the box is shown if the Track Time and Costs check box is selected in the Summary area of the current form.
If the Time Management feature is disabled, the box is shown if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form.
WCC Code The work class compensation code associated with the activity.
The box is shown only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form and the Track Time and Costs check box is selected in the Summary area of the current form.
Shift Code The code that represents a set of rules that the system uses to calculate a pay increase when this activity is performed during a specific work shift.
The box is shown only if the Shift Differential feature is enabled on the Enable/Disable Features (CS100000) form and the Track Time and Costs check box is selected in the Summary area of the current form.
Time Spent The time (in hours and minutes) spent on the activity.
The box is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form. With this feature enabled, if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form, the box is shown if the Track Time and Costs check box is selected in the Summary area of the current form.
Billable A check box that you select if the time spent on the activity is billable.
The box is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form.
Released A check box that indicates (if selected) that the activity has been released.
The box is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form.
If the Time Management feature is disabled, the box is shown if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form.
Billable Time The billable time (in hours and minutes) spent on the activity. This time cannot be equal to zero or exceed the time specified in the Time Spent box.
The box is shown only if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form and the Track Time and Costs and Billable check boxes are selected in the Summary area of the current form.
Reference Nbr. A link to the invoice that has been generated when the released activity has been billed.
The box is shown if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form. With this feature enabled, if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form, the box is shown if the Track Time and Costs check box is selected in the Summary area of the current form.
If the Time Management feature is disabled, the box is shown if the activity was created from the Projects (PM301000) or Project Tasks (PM302000) form and the Track Time and Costs check box is selected in the Summary area of the current form.

Back to TopDescription Tab

This tab contains an area you can use to enter activity-related information at any time. The area consists of the following:

  • The formatting toolbar, with buttons you can use to edit text, change the typographical treatment of the text, and format it. You can also use buttons to insert links, tables, and images.
  • The text area, where you can enter activity-related information. You can enter the information here and edit it by using the buttons on the formatting toolbar.

Back to TopDetails Tab

You use this tab to enter or view the activity details.

Activity Details Section

Element Description
Owner The username of the employee responsible for this activity.
Workgroup The workgroup to which the activity is assigned.
Related Entity Type The type of the entity that is associated with the activity. This box is empty by default. If you select any entity type in the Related Entity Type box, you can then select a corresponding entity in the Related Entity box that matches the selected entity type. You can select the type of the entity from the following predefined list of entity types:
  • AP Document
  • Appointment
  • AR Invoice/Memo
  • Business Account
  • Campaign
  • Case
  • Change Order
  • Change Request
  • Contact
  • Customer
  • Drawing Log
  • Employee
  • Employee Time Card
  • Equipment
  • Equipment Time Card
  • Expense Claim
  • Expense Receipt
  • GL Batch
  • Landed Costs Document
  • Lead
  • Marketing List
  • Mass Emails
  • Opportunity
  • Payroll Employee
  • Photo Log
  • Pro Forma Invoice
  • Progress Worksheet
  • Project Issue
  • Project Quote
  • Purchase Order
  • Purchase Receipt
  • Request for Information
  • Route Document
  • Sales Order
  • Sales Quote
  • Service Contract
  • Service Order
  • Shipment
  • SO Shipment Picking Worksheet
  • Subcontract
  • Submittal
  • User
  • Vendor
Related Entity The entity of the related entity type associated with the activity. You can select an existing entity of the selected type by clicking the magnifier button; this opens the lookup table with the available records of the selected type. If this entity is selected, you can click the Open button to the right of this box to open a new browser window with the selected related entity on the appropriate form.
This box becomes available and required when the Related Entity Type box is filled in. If you change the type of entity in the Related Entity Type box, this box becomes blank, and you can select an entity of the newly selected type.
If you select or change the related entity on the current form and the data entry form of this related entity has an Activities tab, the summary information about the activity on the current form will be copied to this tab of the data entry form. For example, if you associate the activity with a specific lead, on the Activities tab of the Leads (CR301000) form, the system adds a row with the summary information about the current activity. If you change the entity selected in this box, the current activity will no longer be associated with the entity previously selected in this box.
If the starting point is a data entry form without the Activities tab, the Tasks & Activities dialog box is used to create an activity. In this case, the system populated the current box with a link to the record from which you opened the Tasks & Activities dialog box. In this case, both the Related Account box and the Related Contact box are empty, and the activity doesn’t appear on the Activities tab of any customer, business account, or contact form.
Related Account Read-only. A business account that is associated with the activity. You can click the link to open the business account on the Business Accounts (CR303000) form.
Related Contact Read-only. A contact that is associated with the activity. You can click the link to open the contact on the Contacts (CR302000) form.
Response Due Read-only. The date and time by which the company is expected to send a response to the incoming activity based on the case commitment. The value is copied from the Response Due box on the Cases (CR306000) form. The box appears if all of the following conditions are met:
  • The activity is related to the case. That is, a case is selected in the Related Entity box.
  • The Case Commitments feature is enabled on the Enable/Disable Features (CS100000) form.
  • Response time tracking has been activated for the case class. That is, on the Case Classes (CR206000) form, the Enable check box with the Response Time Tracking tooltip is selected for the severity level and case class.
  • The activity is incoming. An activity is marked as incoming if it arrives in the system from a customer, another user, or the system itself. For this type of activity, the Incoming check box is selected on the Activity Types (CR102000) form.
  • The case has no completed outgoing activity whose date and time of creation are later than the date and time of the incoming activity.
Response Provided In Read-only. The summary of the completed activity that is a response to this activity. If this activity is incoming, the system inserts the summary of the last outgoing activity; if this activity is outgoing, the system inserts the summary of the last incoming activity. The box appears if the Case Commitments feature is enabled on the Enable/Disable Features (CS100000) form.
Parent Activity The summary of the parent task or event for the current activity (that is, the activity that is currently selected on the form). The current activity is subordinate to the parent task or event.If the current activity is not canceled or completed, this box is available for editing. You can select any existing task or event.
If a parent task or event has been specified, you can open it in a pop-up window by clicking the Open button.