Activities Concepts

You can assign each job entry to an activity, which is used to categorize the job expenses.

Typically, the activity is derived from the task as defined on the task list. Some examples of activities are Billable Services, Drawing, Driving, Materials, and External Consultants. The activities that are associated with job entries determine the general ledger accounts to which the entries are posted.

You can create a chart of activities to record every type of job activity used in job cost-related workspaces. Having arranged your job entries by activity type, you can compare budget estimates with actual figures. The activities also provide a basis for invoicing.

If you have many activities that use the same rules for posting to general ledger accounts, you can simplify setup by using job posting references. You can set up job posting references in the Job Posting References workspace, then refer to them from the Activities workspace. You can also refer to a general job posting reference and still add lines in this workspace for exceptions to the job posting reference.