Set Up Activities (Cost Codes)

  • Updated

Who this feature is for

  • Those set up as a Dashboard User with access to Assisted Import in the Assignar Web App.
  • Those responsible for the setup of Assignar in your company.

What are Activities?

Activities are used to code time in the field. Once set up, your workers can add Activities to their Timesheets. For example, say Louisa fills out a Timesheet. She'll be able to specify exactly how her time was spent.  

  • 7:00 AM - 12:00 PM - Safety Inspection
  • 12:00 PM - 1:00 PM - Break
  • 1:00 PM - 5:00 PM - Site Mobilization

 

Watch this short video.

To learn how to set up your Activities with our Assisted Import. Or, read on for the written steps below.

Note: The video steps through setting up workers, however the steps are practically the same for Activities.

 

Under Settings, go to the Assisted Import page and tap Upload 

Frame_795.png

 

Complete your Activities information

You'll then see a table where you can start to fill out more information about your Activities.

Frame_796.png

Fields Field Description
Activity Name The name of the Activity you want to track time for.
External ID Used to store an ID value from an external system e.g. your Invoicing or ERP application. When you export data from another system, you can include this field to easily import it into other applications (such as Assignar) and make sure the data matches.

 

You can upload this data into Assignar

To make this process more efficient, you can tap Upload from file and upload this data into Assignar. Alternatively, you can manually type in this information too.

Frame_790.png

 

Map your uploaded data to the Assignar data types

Just think of this as moving the data from an external 'bucket' into the right Assignar 'bucket'. Once everything is correctly mapped, tap Review to preview your work before committing. 

 

Issues will be highlighted in red and need to be fixed.

Data immediately flagged in red are improperly formatted or have missing data. Correct any issues in your data.

 

Once the issues are resolved, tap Continue and your data will be uploaded. Success!

To see your new Activities, go to the Activities page on our Assignar Web App.

Was this article helpful?

1 out of 2 found this helpful