From OrganicDesign Wiki
An Activity is a log of work done by a role on a particular project or issue. See the log an activity procedure for help on how to use issues and activities.
Event
- Fields: date, start, end, activity, description, role
Events should also integrate with a schedule solution, but within the context of records they're used to log chargeable hours for the various roles and jobs.
In the case of logging time, a role can filter the event records down to those during a particular time period and for a particular job or client. The total can then be converted to a currency based on the rate the role charges and then a transaction record created to charge the hours to the client's account. An invoice may or may not be sent at that time.
RecordAdmin needs to have some additions for this:
- Format money and time columns properly
- Display totals for money and time columns
- Simple means of multiplying times by charge-out rates
- Add an action to send results to EmailPage
- Add an action to generate an invoice
Current structure
Forms & templates
Fields used by activity records
- Organisation
- Project
- Role
- Date
- Time (default to start when form loaded/default to end when form saved?)
- Start/stop
- Duration (worked out based on start stop, otherwise just fill in duration)
- User (assigned to/done by)
- Description
- Status (defaults to completed)
- Pending
- Assigned
- In progress
- Completed
- Invoiced (?)
- Paid (?)
- Checkbox: chargeable
- Hourly rate
- Select from issues (linking)
Defaults
- Current user
- Current role
- Current date
- Status completed
Spec notes
