Creating Timesheet Activities for Resources

This article provides a step-by-step guide on how to create timesheet activities in BigChange. These activities will appear as options for Resources, making it easier for them to log their non job related time/tasks. This feature is crucial for efficient task management and accurate record keeping.

Create a Timesheet Activity

To create a a timesheet activity activities, follow these steps:

1. Select Account Settings from the top menu.
2. Select Settings.
3. from the side menu, select Forms.
4. Select Timesheet Activities.

Adding Categories and Assigning Colours

Once you're in the Timesheet Activities section:

• Select the Resource Group.
• Select the Add button to create your custom activity.
• Give it a Name and select a Worksheet (please refer to the article on Timesheet Worksheets for more information).
• Select Save.

• To assign a different colour to the activity, select and edit the activity.
• You can also change/add a worksheet and choose whether this is a Working activity or not by ticking the Is a working activity tick box.

These categories will appear on the mobile devices as shown in the image above.

Sending the Updates to Mobile Devices

After you've added the categories and assigned colours, you must send the updates to the mobile devices. To do this, select the Send button. This step is crucial for the resources to be able to access the new activities on their devices.