Activity Codes

You can use activity codes to classify project time entries and transactions for use with the Advanced Project Budgets feature. Activity codes enable the classification of transactional and non-transactional records and customized reporting with a hierarchy for budgeting and profitability. Activity codes enable cross-project and cross-customer reporting in a tree structure form.

With activity codes, you can:

Categorize activities into logical groups.
Create global activity codes to organize project activities.
Enable classification of transactions related to projects.
Enable classification of time entries.
Enable matching of classified actuals to work breakdown structure or budget lines.

With the Advanced Project Budgets feature, activity codes provide correct actuals matching the given line with the same activity code in the budget in the work breakdown structure even if the project tasks are missing. Activity codes use Custom Segments as the background process. Custom segments can help you to make changes in activity codes.

Enabling the Advanced Project Budgets feature

You need to enable the Advanced Project Budgets feature if you want to use the Activity Codes feature, Custom Segments, and Custom Records.

To enable the Advanced Project Budgets feature:

Go to Setup > Company > Enable Features.
Click the Company subtab.
Check the Advanced Project Budgets box on the Projects subtab.

Creating Activity Codes

You can create activity codes at Setup > Accounting > Activity Codes.

To create activity codes:

Go to Setup > Company > Classifications > Activity Codes > New.
In the Name field, enter a name for this activity code.
(Optional) In the Parent field, select a parent activity code. You can use the Parent field to create a hierarchal parent-child relationship for your activity codes.
When you have finished, click Save.

Note:

You can add activity codes to project records, including Bill, Invoice, Purchase Order, Sales Order, Time, Charge Rule, Other Charge Item, Project, or Project Task parts of NetSuite. You can review the chosen record in the enabled form and change it if necessary.

Applying Activity Codes to Project Records

After you create activity codes, you can apply them to project records.

To apply activity codes to project records:

Choose a record, and click Edit.
Click the Items subtab. In the relevant line item, from the Activity Code dropdown list, select the appropriate code.
Select your activity code.
Click Save.

Tip:

You can point to the Recent Records icon to see a list of records you recently viewed or edited.