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This text refers to program version 8.5  

Create Menu - Project - Workflow Activity

This page describes the 'Workflow Activity' function on the Create menu in the Project record window. If you are using iOS or Android, the 'Workflow Activity' function is on the + menu.

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The 'Workflow Activity' function allows you to create Activities from Projects. This can be useful for Project managers who like to use the Activity register and Task Manager to schedule work on Projects, and for members of staff to record the time that they have spent working on Projects.

To create an Activity from a Project, first open the Project in a record window and then select 'Workflow Activity' from the Create menu (Windows/macOS) or + menu (iOS/Android). The following screen will appear, allowing you to create a new Activity:

The new record will be opened in a window entitled 'Activity: Inspect'. This means that it has already been saved, and is being opened for checking. The new Activity will contain the following information:

• The Start Date of the Activity will be the Start Date of the Project, and its End Date will also be copied from the Project.
  

• No default Activity Type will be offered.
  

• The Task Type will be Calendar.
  

• The Symbol will be Other.
  

• The Person of the Activity will be the current user. If current user is not the Project Leader (i.e. the first Project Manager in the Project), the Signature of the Project Leader will be placed in the Cc field.
  

• The Project Description will be copied to the Text field in the header of the Activity.
  

• Project, Customer and Contact Person details will be copied to the Activity from the Project.

After amendment if necessary, save the record in the Activity register by clicking the [Save] button (Windows/macOS) or tapping √ (iOS/Android). You can then close it using the close box (Windows/macOS) or by tapping < (iOS/Android. Alternatively, if you no longer require the Activity, remove it using the 'Delete' function on the Record menu (which has a 'cog' icon if you are using iOS or Android). In either case, you will be returned to the Project window.

The Project and the Activity will be connected to each other through the Link Manager and the Workflow Manager. When reviewing the Activity you can return to the Project quickly and easily using the Link Manager, while you can open the Activity from the Project using the Workflow Manager.

You must save a Project at least once before you can create an Activity from it. This is to ensure that the links mentioned in the previous paragraph can be established.

The 'Activity: Inspect' window is fully described here.

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The Project register in Standard ERP:

• Introduction
  

• Entering a Project
  

• Projects and the Resource Planner
  

• Operations Menu
  

• Create Menu, including:
  
  • Workflow Activity
    

  • Down Payment Invoice
    

  • Tag/Object
    

  • Project Schedule
    

  • Quotation
    

  • Project Budget

Go back to:

• Home page for Job Costing module manual
  

• Home page for Standard ERP manual

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