Activity Type in ERPNext
Activity Type in ERPNext is used to define and categorize different types of work activities against which timesheets can be logged. It helps organizations standardize how employee time is recorded and ensures consistency in time tracking across projects and departments.
By using Activity Types, businesses can differentiate between various kinds of work such as planning, execution, communication, and research, and assign appropriate costing and billing rates to each type.
Activity Types ensure that every logged timesheet entry is properly classified, allowing organizations to analyze productivity, track effort distribution, and apply correct costing and billing rules.
Accessing Activity Type
To access Activity Type in ERPNext, navigate using the following path:
Home > Projects > Time Tracking > Activity Type
How to Create an Activity Type
Follow the steps below to create a new Activity Type:
- Go to the Activity Type list and click on New.
- Enter the subject/name of the Activity Type.
- Specify a Default Costing Rate if applicable.
- Specify a Default Billing Rate if applicable.
- Save the record to make it available for timesheet entries.
Default Activity Types in ERPNext
ERPNext provides a set of default Activity Types that can be used immediately or customized based on business requirements:
- Planning
- Research
- Proposal Writing
- Execution
- Communication
Activity Types can be linked with Activity Cost settings to define default costing and billing rates for employees, enabling accurate financial tracking of time spent on different kinds of work.
