An activity in WorkBook is a role, cost type, or the type of work you are charging clients for, i.e. Designer, Account Manager, Developer, Travel, etc. Activities are used in time entry or cost entry to indicate the type of work performed (each employee has a single default activity) AND for creating price quotes and invoices (every line item on a price list, quote and invoice must be linked to an activity).
Activities are global and must be aligned across all companies. Internal cost rates are global and sit against each activity. External sales rates or mark-ups are created via price lists, you can create multiple price lists and assign as required to different clients or jobs.
Time based activities have an internal hourly cost and an external hourly sales rate assigned to it which in turn informs the net margin.
Purchase or third party activities are used on supplier invoices and purchase orders, a mark-up can be added by default to individual activities on price lists or manually when included on a job.
Materials…
ON THIS PAGE YOU WILL FIND: |
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Just focus on activities and price list spreadsheet
ACTIVITY SETTINGS
Global activity settings
Column Header | Activity phase | Activity number | Activity name | Active | Allow time entry | Allow expense entry | Allow material entry | Time entry is billable | Allow for account invoicing | External reference | Travel time | Abbreviation |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | Used to group activitiesE.g. Client Services; Creative; Strategy | Unique numerical code used to identify activities. Best practice is to | ||||||||||
Example |
CREATE ACTIVITY
Go to settings > price lists & activities > activities and click on the first tab ‘Global activity settings’
Add instructions here
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It is best practice to
DELETE ACTIVITY
Add instructions here
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Files