Activity Type
Overview
Activity Type — Business Overview
Activity Type is a setup document in Dafater that helps organizations define and standardize the kinds of work performed on projects. It creates a common language for activities such as planning, development, site visits, reviews, or support tasks, ensuring consistency across projects, teams, and reports.
What Activity Type Is Used For
In day-to-day business operations, Activity Type is used to:
- Classify and organize project work into meaningful categories
- Track how time and effort are spent across different kinds of activities
- Support accurate project costing, billing, and performance analysis
- Enable consistent reporting on productivity and project progress
By defining Activity Types in advance, businesses can ensure that all project-related work is recorded and analyzed in a uniform way.
Prerequisites and Setup Requirements
Before using Activity Type, businesses should:
- Clearly understand the common types of activities performed in their projects
- Align on naming standards that are easy for teams to recognize and use
- Decide which activities are billable, non-billable, or internal (if applicable to the business)
This setup is typically done once and reviewed periodically as services or project models evolve.
Typical Workflow and Business Fit
Define Activity Types
Business or project leaders create Activity Types that reflect real work, such as “Design,” “Implementation,” or “Client Meeting.”Use in Project Execution
Team members select the appropriate Activity Type when logging work or updating project tasks.Monitor and Analyze
Managers review activity-based data to understand effort distribution, project health, and cost drivers.Improve Planning and Billing
Insights from Activity Types help improve future project estimates, pricing, and resource allocation.
Key Business Scenarios Where Activity Type Is Essential
- Project-Based Services: Consulting, construction, IT services, or agencies tracking different kinds of billable and non-billable work
- Time and Cost Analysis: Understanding where effort is spent and which activities consume the most resources
- Client Billing Transparency: Clearly explaining billed work by categorizing it into recognizable activity types
- Operational Improvement: Identifying inefficiencies or overuse of certain activities across projects
Important Considerations for Users
- Keep Activity Types simple and clearly named to encourage correct usage
- Avoid creating too many Activity Types, which can confuse users and reduce data quality
- Review Activity Types periodically to ensure they still reflect how the business operates
- Ensure teams are trained to select the correct Activity Type when recording work
In summary, Activity Type plays a critical role in bringing structure, clarity, and insight to project operations in Dafater, helping businesses manage work more effectively and make better-informed decisions.
Basic Information
- Module: Projects
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| activity_type | Activity Type | Data | ✓ | - | Defines category of work activity for tracking in Dafater |
| costing_rate | Default Costing Rate | Currency | - | Default internal cost rate for this activity in Dafater | |
| billing_rate | Default Billing Rate | Currency | - | Default customer billing rate for this activity in Dafater | |
| disabled | Disabled | Check | - | Indicates whether this activity type is inactive in Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Projects User | ✓ | ✓ | ✓ | |||
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Employee | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Activity Cost | Linked from | Projects |