A Project Transaction can be created when you mark an Activity and save it. For this to happen, the Activity must be assigned an Activity Type which itself belongs to an Activity Class whose Create Project Transaction box is checked. Once the appropriate Activity Types and Activity Classes have been defined, it becomes easy for users to register their own time using the Calendar or Task Manager.

Enter the Activity in the usual fashion. You can enter the Time directly to the Cost (Time) field, or you can enter Start and End Times and it will then be calculated automatically. You can choose any Task Type, but the Calendar Type must be Time.

Once you have chosen an Activity Type and entered a Cost (Time), change to the 'Project' card to specify the Project and to enter an Item representing the type of work carried out. This must be a Service Item. To help with this process, you can set up your Activity Types so that when one is entered to an Activity the appropriate Item is brought in automatically.

When you mark the Activity as Done and save it, a separate Project Transaction will be created. This can then be viewed from the Project Transaction register:

The Registered and Invoice Quantities are taken from the Cost (Time) field of the Activity, and the Price is calculated using the formula described on the Pricing and Costs - Time, Purchases and Materials from Time Sheets and Activities page.

If you invalidate the originating Activity, the Project Transaction will be deleted. You will not be able to invalidate the Activity if the Project Transaction has already been invoiced.

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