Project activities

Activities describe the work that you and others in your company do to complete deliverables for projects. Time registered on activities is used for invoicing, resource management, and generating insightful charts about your company’s past and current performance.

Only team members of a project can add deliverables, activities, and costs to a project. You can enter time spent on activities in your own timesheet. Activities for projects to which you have been allocated will appear automatically on your timesheet; just tap to add the hours you worked. If the activity you are working on does not appear on your time sheet, you can add it yourself.

You can allocate activities to specific employees when adding or editing a calculation for a deliverable. These activities will appear directly in the timesheets of these employees.

Add an activity to your project

To add an activity to your project, do the following:

  1. Click briefcase Projects. The Projects view displays.

  2. Scroll to the project that holds the deliverable to which you want to add the budget.

  3. Find the deliverable and click account details Allocate budget & resources. The New Calculation form displays.

  4. Click Add Activity and complete the form that displays. See Field descriptions for more information.

  5. Click Save. The form will close and the activity will be added to the Calculation card.

Field descriptions

new activity form v3
Field name Description Required?

Activity

Select the appropriate activity from the drop-down list.

TIP: You can add or remove cost types via the Activities back office master table.

Y

Description

Use this field for a short declaration about the activity. The description is only used as a reference on the quote and the order confirmation.

N

Hours

Estimate the number of hours, in quarter-hour increments, it will take to complete this activity.

Y

Cost rate

The average cost rate of the activity. This is used for pre-calculating deliverables and to generate a view of the estimated costs to deliver the project. Also, VOGSY calculates the actual costs of the project by multiplying the cost rate of the employee by the actual hours claimed for completing the activity.

Y

Sales rate

VOGSY uses the sales rate for invoicing Time & Materials projects. VOGSY also uses the sales rate to calculate future billable hours based on planned hours.

Y

Start date/Finish date

Choose when work on the activity should begin and end.

Y

Remark

Record any information here that you believe is important to know about the activity.

N