Employees Activities Tab (Browser)

Use this tab in the Employees hub in the browser application to schedule and manage activities, such as meetings, phone calls, and other activities for an employee.

Contents

Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see Work with Grids.

You can enter activities in the Calendar application or in the Employees hub. When you add, edit, or delete an activity from one location, it is automatically updated in the other location.

Activities Grid

Use the Activities grid to schedule and manage meetings, phone calls, and other tasks.

Your system administrator uses the Activity List in Settings to control the types of activities that display on the Activities tabs in the hub records as well as those that display on the Deltekcalendar. For example, an email may display in the Activity grid and Activity hub only but would not display in the calendar. However, phone calls and meetings would display on the calendar. This is controlled in the Activity List in Settings.

Click the +Add Activity link to open the Activity dialog box and add activity information. You cannot edit activity information directly on the Activities grid. To edit or copy an activity from the Activities grid, select the activity, click , and select the desired option. The Activity dialog box displays, which allows you to edit or copy activity details as needed.

When you copy a record, Deltek creates a copy of the activity and also adds a Follow-up prefix (for example, Follow-up: Report Client Audit) to the name of the copied activity. If you prefer to save a new activity from the copied record instead of a follow-up activity for it, you can remove the Follow-up prefix, modify the field information, and rename the copied activity.

To delete an activity from the Activities grid, click and select Delete. Deltek prompts you to confirm the deletion of the activity from the hub record.

Field	Description
Date	This column displays the activity's date. Use this column to specify the date for a new activity or change the date for an existing one. To display additional information about the activity, click the date. The tooltip displays the date that the activity was created, and the name, title, phone numbers, and email address of the employee who created it. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the date.)
Attendees	This field lists attendees in ascending order with names displayed in either the preferred or first name plus the last name format. An attendee is an employee or a contact who either is or is not qualified or active. When you schedule an activity, only one designated owner and only one primary contact are each automatically added and appear in bold. If only one primary field (primary client, primary vendor, or primary lead) has a record, then the contact becomes the primary. Typically, a current employee is the Owner by default and the first contact listed is the primary contact. All other attendees appear in the list in regular text. To change the designated role of an attendee, click and select a drop-down option. For example, if you want to make Bill Apple the owner instead of John Smith, select the Make Owner option for Bill Apple. John Smith's owner designation is removed automatically and Bill Apple's name appears
Associations	This field lists in ascending order all employees that are associated with the activity. You can add an unlimited number of employees; however, you can only designate one contact or employee as a primary. If multiple primaries are found for contacts associated with an activity, Deltek automatically sorts and selects the first designated primary contact or employee in this order: Primary Client, Primary Vendor, Primary Lead. For example, if there is no Primary Client associated with this activity, but Firm A is a Primary Vendor and Firm B is a Primary Lead, then Firm A becomes the designated primary for the activity.
	Click a saved filter in one of the folders to view the filter options or modify them.

Categories Grid

Use the Categories grid to specify categories that apply to the employee. An employee may have many applied categories. The categories are useful for grouping employees together based on something that they have in common, which then allows you to search for employees with specific characteristics.

Field	Description
Category	Select a Category that describes the contact's grouping.
Additional Information	Use the Memo field to enter any additional information about the employee's category.
+Add Category	Click +Add Category to add a new row to the Categories grid.