Consider a scenario where an architectural firm wants to track a category of activity as well as the activity or task. For example, if activity category is ‘Architecture’, the activities under it could be ‘Schematic Design’ and ‘Design Development’. At times, ‘Schematic Design’ could be the category and ‘Drawing’ and ‘Correspondence’ could be its tasks.
Web Suite easily handles such situations with two-level activity codes (and expense codes). Web Suite represents a two-level activity code by two fields: Code and Sub-code.
The Code field (also called the main code) along with Sub-code can be up to 30 characters long (15 characters each). Between the main and sub code, Web Suite automatically inserts a colon (:) as a separator.
For the Code, you might use ‘AR’, ‘Arch’ or ‘Architecture’ as a category. Then for the Sub-code, you might use ‘SD’, ‘SchDes’ or ‘Schem Design’ for the Architecture category. However, if your team thinks of their work differently, you can use ‘Schematic Design’ as a category (Code), and then define ‘Drawing’, ‘Correspondence’ and other items as tasks (Sub-codes).