The Activities module allows users to create and track work activities that have been authorized for jobs, work tickets, locations, divisions, and contracts. Employees choose the activity performed when clocking out. Users can assign default activities for jobs and individually authorize desired activities for contracts. In contracts, labor activities can be assigned to wage determinations.
Activities List View
Search & Filter
Search bar
Search for specific activities
"Archived" Filter
Toggle to view archived activities
Additional Features
"+" Icon
Adds a new activity
"⚙️" Icon
Accesses the Defaults section
Column Headers
Name
Displays the activity name
Selected Activity
Details Section
Name
Editable field for the activity name
Archive
Checkbox to archive the activity
Additional Features
"☰" Icon
Options menu
Options Menu
Delete
Permanently removes the activity (irreversible)
Default Activities
Select the “Default” button to view the current default activities that display anytime punching in/out of a Job or Contract.
Column Headers
Name
Displays the default activity name
Cost Code
Associated cost code for the activity
Additional Features
"+" Icon
Adds a new default activity
"🗑️" Icon
Removes an activity from the default list
Common Workflows and FAQ
Activities FAQ
Can I Change the Available Activities Per Job?+
Yes. Simply navigate to the "Job" or "Contract" record.
For Jobs:
Navigate to the Job record
Select the View button
Choose Activities to view the assigned activities for that record
For Contracts:
Navigate to the Contract record
Select the Options button
Click Setup
Choose Labor mode within the Setup view
How Do I Add A New Activity?+
Click the + icon in the Activities List View
Enter the name of the activity in the Name field under Detail
How Do I Set Activity Defaults?+
Select Defaults in the Activities module
Click the + icon to add a new default activity
Select from the available list of activities
Optional Associate a Cost Code by clicking in the Cost Code field and selecting from the list
Toggle Jobs or Contracts to enable these Activities for those types of records
Using Activities in Time & Labor+
Employees choose the appropriate work activity when clocking out using:
TRUE Time app
Internal Time Clock in TRUE
Time Card module
Time Review module
In Time Review, search for the employee and pay period
Select the individual punch and choose Activities
Review the activities for the punch
Adding Activities to Contracts+
In the Contracts module, select Options > Setup
Go to the Labor tab
Use the + icon to add authorized activities
Optional Remove unnecessary activities using the 🗑️ icon
Select Wages to assign labor classifications to activities for prevailing wages
Archive Activity+
Search for the activity record
Check the Archive box
To view archived activities, select the Archived filter
How Do I Delete Activities?+
Search for the desired Activity
Click the ☰ icon and select Delete
Note: This action is irreversible; archiving is recommended instead
