Project Activities

  • Updated

Link activities (cost codes) to a project so your field workers see the right ones first when they add time. This keeps the correct cost codes in use and your job costing clean, without stopping anyone from finding an activity they still need.

Before you start

  • Create your activities (cost codes) first. Set up activities (cost codes) walks through this.
  • Decide which activities actually belong to this project, so you only surface the relevant cost codes to the crew.

 

What project activities do

Some activities are relevant to one project but not another, and your field workers may not know which ones apply. Linking activities to a project fixes that.

When a worker adds activities to a timesheet on that project, the project activities appear at the top of their list, ahead of every other activity. They see the right cost codes first, so they are far more likely to pick the correct one.

Good to know

Assignar does not hide activities that are not linked to a project. This is deliberate: a worker is never blocked from submitting time just because a cost code was not set up at the project level. Project activities are ordered first, then all other activities appear below them.

 

Set up project activities

  1. Go to Project Data > Projects.
  2. Click the project you want to edit.
  3. Find the Select Activities (Cost Codes) field.
  4. Start typing an activity name and select it from the list. Repeat for each activity you want to link.
    • Each activity you add shows as a chip in the field. To remove one, click the × on its chip.
  5. Click Save Project (or Save Project and Close).

 

What your field workers see

Once a project has project activities, any worker adding time on that project sees those activities grouped at the top of the activity list when they fill in a timesheet. Every other active activity still appears below, so nothing is lost.
 

Things to know

  • Unlinked activities are never hidden. Workers can still choose any active activity, so a missing project activity will not block a timesheet.
  • Project activities are only reordered to the top of the list, not made mandatory.
  • You must create an activity before you can link it. Add new activities in Company Settings > Activities (Cost Codes).
  • The field is a type-ahead search: start typing to find an activity, and click the × on a chip to remove it.

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