Use project activities

Break a project into phases so you can track progress more clearly.

Project activities split a project into smaller parts.

Use them when the project has clear phases or sub-jobs.

Examples include:

• foundation
• installation
• inspection
• handover

1

Open the project

Open the project you want to edit.

2

Open Activities

Go to Activities.

Then click Add.

3

Enter the required fields

Enter a unique Code.

Add the Name.

4

Add optional details

You can also add status, skills, description, dates, and budgets.

5

Save the activity

Click Save.

Why activities help

Activities help you:

• split large jobs into phases
• monitor progress per phase
• link work orders to the right part of the project

Frequently asked questions

Do I need to use project activities?

No.

Use them only when the project needs more structure.

Can one project have more than one activity?

Yes.

A project can contain multiple activities.

Can a work order be linked to an activity?

Yes.

Select the activity after you select the project.

Related topics

• Create a project
• Set up project statuses and colors