In Empress, the Activity Type feature offers a powerful way to categorize your business operations and track costs and billing rates associated with each activity. This guide will guide you through the process of utilizing this feature to streamline your business management tasks.
Introduction
The Activity Type feature is a crucial aspect of the Empress Project Management module. It allows businesses to define and manage various activities that are part of their operations. Each activity type can be associated with a default costing rate and a default billing rate, making it easier to manage project costs and invoices.
Key Functions and Benefits
With the Activity Type feature, you can:
- Create and edit different types of activities.
- Assign default costing and billing rates to each activity type.
- View and sort activity types based on various parameters.
- Track costs and billing for each activity type.
This feature is beneficial for businesses as it aids in cost control, invoicing, and financial planning. It also reduces administrative workload by automating these crucial tasks.
Using the Activity Type Feature
Here’s how you can view, edit, sort, and track information using the Activity Type feature:
Viewing and Editing Activity Types
-
Navigate to the ‘Activity Type’ section in the Project Management module.
-
Here you’ll see a list of all the activity types in your business. Click on any activity type to view more details.
-
To edit an activity type, click on the ‘Edit’ button. You can then change the name, default costing rate, and default billing rate for that activity type.
Sorting Activity Types
You can sort activity types based on the ‘Activity Type’ name, ‘Default Costing Rate’, or ‘Default Billing Rate’. Simply click on the column header to sort the list in ascending or descending order.
Tracking Information
All changes made to an activity type are tracked by Empress. You can view this information in the ‘History’ tab of each activity type.
User Roles and Permissions
In Empress, different user roles have different permissions for the Activity Type feature:
- System Manager: Full access, including creating, editing, and deleting activity types.
- Projects User: Can create, edit, and view activity types, but cannot delete them.
- Employee: Can view activity types, but cannot create, edit, or delete them.
Summary
The Activity Type feature in Empress simplifies project management by allowing businesses to define, categorize, and track different types of activities, along with their associated costs and billing rates. This functionality enhances efficiency by automating and streamlining these key aspects of business operations.
For further assistance, please refer to the Empress user manual or contact the Empress support team.