Project Activities Tab

Objective

Activities used when transferring the estimate 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 estimate 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 estimate (Detail tab). The user can use divisions and sections in the Detail tab and phases and activities in the Project Activities tab.

NOTE: If new activities (originating from catalogue items) have been added to the estimate without specifying their type, when saving the estimate, the system displays a message with an option to automatically assign the Activity type to all new activities for which the Type field of the Project Activity tab has not been specified by the user.

Cost Amount

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

 

Last modification: December 20, 2024