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Activities
In this section we will cover activities in Moment. Activities are a very important component of the workflow in Moment that allows you to have control and overview of a project.
You can add as many activities as you like to a project. As soon as you have more than one activity, you must choose between the different activities when registering hours in the timesheet. To add a new activity, go to Projects > name > Activities and click + Add activity.
As you can see in the picture, the activities overview shows the title, duration, estimated, used hours and hours invoiced of the activities. Activities, in order to be invoiced, need to have a price model defined.
Activities overview
After clicking on + add activity a creation window will open, in that window you fill in all of the information you see suitable for the desired activity.
Activity creation window.
You are able to configure the activity after you've created it, this can be done by pressing the pen symbol as showcased in the picture below. When you click on the pen (edit), a similar window to the task creation window will appear.
Option to edit the current activity.
Activities settings
Title
Activity number
From/Until date
Status
Estimated hours
Hours alert
Probability
Price model
Share of total price
Invoiced separately
Description
Here you can choose a title for the activity.
Here you can define a number for an activity.
From date/until date define the duration of the activity. You may choose not to define any dates here.
Here you can define the status for the activity. Depending on the progress, you might add different statuses. Only activities with status In progress can be added hours to. However, you can create activities with status Not started if you want to set up the project completely before allowing hours to be added.
Estimated hours is for planning purposes. Co-workers can be warned if adding more than the estimated hours, and likewise the project owners can receive an alert. To enable this option and make it visible, go to Setup > Settings > Projects. Scroll down to Activities and enable Use time estimates on projects.
Like the text says in the settings box, alerts can be defined when a certain amount of hours have been registered. Once the hours specified are reached/passed the project owner will be notified.
Probability when it comes to activities is how likely it is to complete the certain activity.
Here you can choose a price model for the specific activity. You can choose between fixed price and hour based price models. Different price models allow for invoicing to different customers, splitting of invoices and other functions such as subscriptions.
This is used to clarify how much of the total fixed price a specified activity should account for.
If Invoiced separately is activated the hours and expenses related to the activity will be invoiced separately.
Here you can add a description for the activity if you wish.
Price models and activities
In order to invoice activities in Moment, they need to be have a price model defined. However, one must be aware of the interaction between price models and activities. For instance, you can invoice separately both activities and price models, but these are mutually exclusive, meaning you can only choose to either invoice an activity separately or a price model separately, but not both, if they are linked together.
As you can see from the picture below, invoices containing activities that have "invoiced separately" active will appear with a green and black paper icon next to it.
The conclusion that can be drawn from this is that it could be a good idea to have activities marked for the option to be invoiced separately. At least for reporting purposes.
Activities can also be invoiced to separate customers. For instance, if a certain project involves the rental of equipment, or renting of rooms, you can set up one activity for every customer. This way, these activities and customers within a project can share a common price plan, but be invoiced separately.
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