Activities

Creating Activities

Activities are all the tasks in which your company spends time. These include internal activities, such as meetings, preparing proposals, etc., and also client work, such as creating a graphic design, programming, or meetings.

We use activities to create budgets.You assign a time estimate to each activity you plan to work on. This allows you to manage projects better and monitor how they are progressing.

How to Create an Activity

In the top menu, select the Activities tab and then click on Add New Activity on the right.

Think about the activities you perform for clients—whether they are billable (e.g., design) or non-billable costs (e.g., meetings).

How to Name Activities

You have two options for naming activities:

1. By Activity Name

Design
Programming
Payroll Processing
...

2. By Role Name

Junior Developer
Senior Developer
Account Manager
...

TIP: If you have different rates for the same activities, we recommend using role names instead. This makes it easier to track results for individual positions.

In our example, we chose:

Design
Development
Account Management

The view of our activities list currently looks like this:

Calculating an Employee's Hourly Rate

In Costlocker, we have two ways of calculating project costs based on hours worked => fixed rate => monthly rate Each has its own specifics, advantages, and disadvantages. We'll read about the differences below.

Activating / Deactivating an Activity

If we no longer want to use a particular activity, we can deactivate it. Deactivated activities will no longer appear when creating budgets (they will only be visible in report filters for accessing historical data).