Standard Activities

You can limit the number and types of activities that users can assign to projects, which facilitates reporting and analysis. Standard activities are predefined, keyed by SetID, and based on project type. You can require users to select from a list of standard activities when they assign activities to projects.

To use standard activity functionality:

  • Define standard activities on the Standard Activities page.

    1. Select the Projects option for each activity that you want to use in Project Costing.

    2. Assign a specific project type to each activity that you want to use in Project Costing.

  • Create a project and on the Project Definitions - General Information page assign a project type that is associated with the standard activities that you want to add to the project.

  • On the Project Costing Definition page for the project, select the Standard Activities option to enable the standard activity functionality.

Using standard activities is optional.