Activity Management
Before You Begin
- Admin access to CoreHR → Employee Data Management → Project → Activities
- At least one project already created
- Clear list of activity types your org wants to track
What You'll Achieve
- Create, edit, and delete activity types
- Map activities to one or more projects
- Control which activity dropdown options appear on the timesheet form
Navigation
CoreHR → Employee Data Management → Project → Activities
View Activities
Open the Activities tab to see every activity defined for your organization, along with the count of projects each activity is mapped to.
On This Screen
Activity List
Shows activity name, description, number of mapped projects, and quick actions for edit/delete. Use search to filter long lists.
Fig 1 · View — Activity Management
Add an Activity
Click Add New Activity. Enter a name and description, then pick the projects this activity applies to.
On This Screen
Add Activity form
Activity name and at least one project mapping are required. Description is optional but helps employees pick the right activity when logging time.
Fig 2 · Add Activities
Add Activity — Field Reference
Delete an Activity
Deletion is allowed only when no timesheet entries reference the activity. If entries exist, unmap the activity from every project instead — that hides it from future timesheets but preserves history.
On This Screen
Delete Activity
A confirmation dialog appears before deletion. The action is blocked when the activity is referenced by any time entry.
Fig 3 · Delete Activities
Map Activities to a Project
An activity must be mapped to a project before employees can book time against that project/activity pair. You can map during activity creation or add mappings later by editing the activity.
On This Screen
Activity → Project mapping
The mapping controls which options appear in the Activity dropdown on the timesheet form. Mapping is many-to-many — one activity can span multiple projects, and one project can have many activities.
Fig 4 · Activity to Project Mapping
Frequently Asked
Common questions
Why doesn't my new activity appear in the timesheet dropdown?+
Activities only appear for projects they're mapped to. Edit the activity and add the project mapping.
Can I mark an activity as Billable for some projects and Non-Billable for others?+
The Billable flag is set at the activity level. If you need project-specific billing rules, create separate activities (e.g. "Development - Billable", "Development - Internal").
What happens if I unmap an activity from a project with existing entries?+
Historical entries stay intact and remain visible in reports. The activity is hidden from the timesheet dropdown for that project going forward.
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