To create a new activity type group, head over to the Control Panel, under the Data Types section, click on Manage Activity Type Groups.
The list of existing activity type groups will appear, click the Add Activity Type Group button.
The following dialog will appear.
Fill in the following information:
1. Language
Here is where you can change the default language for the new activity type group from the system language to any language you want.
To make the new activity type group multilingual, simply enter the information in the default language, then select another language and enter the information again.
2. Name
This field is mandatory.
Here is where you can enter the name of the new activity type group.
3. Number
This field is for informational purposes only.
Here is where you can manually specify a number or click the 'Numbers'-icon to automatically generate a number for the new activity type group.
4. Contain Activity Types
This field is mandatory.
Here is where you can add existing activity types to the new activity type group.
5. Available in Practice Areas
This field is mandatory.
Here is where you can specify which practice areas will have the new activity type group available.
6. Activity Type Group is available in following entities:
This field is mandatory.
Here is where you can specify which entity types will have the new activity type group available, as well as the display name for the entities. The options are as follows:
- Time Records
- Expenses
- Tasks
After filling in the information, click the Create button.
Click the OK button, and you are done.
When reporting assets to a specified practice area with this activity type group, the report asset dialog will appear as below.
Note:
1. Ensure that you are a User with 'Administrator'-rights set up to be able to access Control Panel.