Use activities to track capital costs

Activities are a simple configuration entity for projects and tasks that can be marked as capitalized. A project or task is identified as capitalized when it is associated with a capitalized activity. Even when cost capitalization is not enabled, activities can be used but they cannot be marked as capitalized, and projects or tasks associated with any activities will not track capital cost. (Requests and packages cannot be capitalized, but they can have associated activities.)

Create an activity

To create an activity:

  1. Prerequisite: you should have the Edit Activities access grant.

  2. From the main menu, select Create > Administrative > Activity.

  3. Complete the fields in the Create Activity page as described in the following table:

    Field Name

    Description

    Name

    Name of the activity (appears in field selections).

    Description

    Description for the activity.

    Used For

    Select the entities with which the activity can be associated.

    All activities enabled for an entity are available in the time sheet lines for that type of entity (work item).

    If the activity is used for tasks, the Activity field is available in the task details page. The activity of the task is copied to the time sheet lines of the task.

    SOP 98-1 Category

    Available only when cost capitalization is enabled in the system level. For details, see Enable cost capitalization.

    Specifies the SOP 98-1 category the activity falls under.

    Can be capitalized?

    Available only when cost capitalization is enabled in the system level. For details, see Enable cost capitalization.

    If you want to use the activity to capitalize cost, select Yes.

    Enabled

    Option to enable the activity. Inactive activities do not appear for selections in the task details page.

  4. Click Create.

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Edit an existing activity

To edit an existing activity:

  1. From the main menu, select Search > Administrative > Activities.

  2. Click the activity of interest in the Activity Name column.

    The Edit Activity page opens, with the same fields as when the activity was created.

    Note: If the activity's definition language differs from your session language, you cannot modify the activity. Click Why? in the header and see the Multilingual User Interface Guide for more information.

    Deactive an activity

    While activities cannot be deleted, they can be deactivated for future use. If an activity is deactivated, the tasks and time sheets using it are not affected, but it is no longer available for use on new tasks and time sheets.

    To deactivate an activity for future use, select the Disabled for future use option.

  3. Change the fields as necessary and click Save.

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Associate an activity with a task

If an activity is configured to used for tasks, project managers can associate the activity with a task in the task details page. When the task is added to time sheets, the activity is copied to the time sheet lines of the task and cannot be changed in the time sheet or the task details page.

For details about associating activities with tasks, see Edit task details.

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