Activities

Use Activities in the Price Lists & Activities submodule in the Settings module to view and manage the list of global- or Company-specific activities. In WorkBook, an activity is used to identify items such as roles, services, or out-of-pocket costs. You can add or replace activities; identify allowed expenditures, translations, and departmental cost prices for specific activities; and add and replace activity phases.

To use Activities in the Price Lists & Activities submodule, you must have access to Settings as defined in User Access Rights under Settings.

Activities provides the following tabs:

• Global Activity Settings: Enables you to view, add, and replace activities.
• Company Activity Settings: Displays the list of Company-specific activities. You can identify which costs are allowed for the activities. If it is different from the global activity name, the Company specific name is followed.
• Activity Translation Settings: Enables you to view, identify, and update the activity name translations.
• Activity Phase Settings: Displays the list of activity phases. You can add and replace activity phases and identify and update activity phase translations.
• Activity Department Settings: Enables you to view, identify, and update Company-specific departmental cost prices for activities.