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The Activities application will allows the user to create new and manage projects’ activities types. These activities will be available for selection when creating “Projects” transactions. Below are available actions for the user from “Activities” :

Samooha icon2  Create, edit and delete activity

Activities - create

 

Field Name
Description
Mandatory Information
Activity Name Self-explanatory

Y

Activity Code Self-explanatory

Y

Split Account Which split account to use

Y

Description Description of the activity

N

Create New Activity:

1. Click “Create New” button at the right side of screen to create new activity

2. Fill up the information on right side of screen

3. Click “Save” button at the right side of screen to save

Account Settings - new save

4. Click “Confirm Activity” button at the right side of screen to confirm

Activities - confirm

Note: These activities will be available for selection when creating “Projects” transactions

Projects- - activities

 

Update Activity Details

1. Click on activity to be updated, it will bring up the selected activity details on the right side of the screen

2. Click “Save” button at the right side of the screen when done with the updates

3. Click “Revert button at the right side of the screen to undo changes

 

Delete Activity

1. Click on activity to be deleted, it will bring up the selected activity details on the right side of the screen

2. Click on “Delete” button at the right side of screen

3. Click on “Yes” button on the pop-up window to confirm activity deletion