Action Views
An action view is a means of grouping action types and determining who can use them. For example, an employee working on a help desk may only need to proces...
Mon, 15 Mar, 2021 at 4:05 PM
Action View General tab
  Name identifies the view and must be unique. Active is normally checked to make the view available for use. If unchecked, the view will not ...
Mon, 15 Mar, 2021 at 4:05 PM
Action View Action Types tab
Here you will determine the action types that are available when adding an action using this view. If this is a Process Support view type, you must restr...
Mon, 15 Mar, 2021 at 4:05 PM
Action View Login Groups tab
All users who are members of the listed login groups will be able to process the action view and may see it on the appropriate tabbed form. You can add g...
Mon, 15 Mar, 2021 at 4:05 PM
Action View Languages tab
Any other languages that apply are listed so that you can enter a translation of the action view name.
Mon, 15 Mar, 2021 at 4:05 PM
An activity defines a type of work that a resource can undertake. These can be specific work that may be charged to projects (design, testing, installation)...
Sun, 25 Apr, 2021 at 5:03 PM
Activity General tab
  Name provides a title for the activity to identify its purpose. Code is the unique identifier for the activity. You will enter an unused code...
Thu, 15 Apr, 2021 at 8:36 PM
Activity Restrictions tab
This form has links to sub-forms so that you can set restrictions for the activity. You can therefore determine the: •    resources who can undertake the...
Thu, 20 May, 2021 at 2:04 PM
Activity Timesheet Custom Fields tab
Identify any custom fields that are set for activities and are to be prompted during timesheet entry. Existing ones are listed and you can click Add Custo...
Thu, 20 May, 2021 at 2:04 PM
Activity Audit tab
Activity Audits provide detailed information about changes made to the Activity entity including what was changed, the original value and the resulting va...
Thu, 20 May, 2021 at 2:05 PM