Creating a Project Activity

Overview

If the Project Management module is enabled in your portal, you'll need to set up Activities so they can be assigned to Projects. 

Creating a Project Activity

To create a project activity:

1. Go to Config > Projects > Activities.

2. Click the + icon in the bottom left of the on-screen table.

3. In the Add Record popup window, enter a Name and Cost Code for the activity.

4. Click Submit.

You can edit an activity by clicking the pencil icon. This will unlock the Name and Cost Code fields so that you can change the information as needed. Click the disk icon to re-lock these fields and save your changes.

To delete an activity, click the bin icon > Delete.

Once you have saved an activity, it will be available to assign to any existing or new projects in your portal.