Activities can be grouped by one or more common attributes, which can be recorded in the profile or be external to the system. An activity can be a member of one or multiple groups. Groups can be a very effective device for managing your business and enhancing Web Suite. The Group button in Activity screen will bring up the Activity Group screen. Here you can create new groups or edit existing groups. Activities can be grouped in any manner. If you have many activities, this tool can greatly simplify reporting, creation of budgets and fee schedules.
The following are descriptions for each field on the Activity Groups screen:
Include All:
Selecting this option includes all the activities in this group. In addition, if this is left selected, any new activities that are added to the database automatically are added to the selected group.
Activity Group:
ID of the activity group. Click to select one from the drop-down list.
Name:
Name of the activity group, allowing you to give a more detailed description of the Activity Group.
Inactive:
Select this option, to make the selected group as inactive. Inactive groups will not appear in the time and expense entry screens, nor will they be figuring in Project Control and Employee Control screens.
Available/Assigned Items:
Available activities are in the left list box, and selected or included activities are in the right one. Arrowhead buttons between the lists move selected activities back and forth.
Web Suite automatically creates a group "ALL" which includes all the activity codes that are in the list, and is automatically updated when any activity is deleted or added.
Show Active Activity Only:
Select this option to view only those activities having the Active status.
Find:
Search for an activity code in the grid using full or partial ID or description in the text field. Press Tab key to jump to the nearest match in the list.
Help:
Opens the Web Suite Help in Activity Groups section.
Print:
To print activity groups report, click Print. Print button opens the report preview window. Preview displays the full screen representations of the report and allows you the choice of printing or exporting the report.
Delete:
You can delete an entire activity group by selecting the activity group ID and then clicking Delete.
Save:
After you have completed entering or modifying Activity Groups click Save to save the information.
New:
Click to open the New Activity Group screen wherein you can add a new Activity group to Web Suite.
Return
Closes the Activity Group screen. Remember to click Save before closing the screen.