Project Activities Tab

Objective

Activities used when transferring the quotation to create the structure of activities and the budget associated with the project.

The project structure can be created automatically if a project template is selected in the Project Template field of the Information tab.

 

Description

Columns

Used to

Checkbox

Selects project activities to be created in Project Management when the quotation is transferred.

Code

Code that identifies the activity limited to five alphanumeric characters without special characters, such as : -, +, / and #, etc.

NOTE: You must enter the code taking the alphanumeric sorting into consideration when using numbering: 00001, 00002, 00003, 00010. Omitting the zeroes before the code affects the display order as follows: 1, 10, 2, 3.

Description

Description of the activity.

Type

Activity type

Available choices: Division, Section, Phase, Activity.

WARNING! The project activity types do not have to be the same as the levels in the quotation (Detail tab). The user can use divisions and sections in the Detail tab and phases and activities in the Project Activities tab.

Cost Amount

Cost of the quotation that is assigned to the project activity.

 

Last modification: November 12, 2024