How do I set up activity categories and sub-categories?

How do I create categories and sub-categories for my activity items?

An architectural firm wants to track a category of activity as well as the specific activities. For example, if the activity category is ‘Construction’, the activities under it are ‘Drawing’ and ‘Blue Printing’. Similarly, if ‘Architectural Design’ is the category, then ‘Drawing’ and ‘Blue Printing’ are the activities under it.

Core allows you to handle such situations with categories and sub-categories for activity items (and expense items). Core has a two-level activity item structure represented by two fields: Code and Sub-Code.

The Code field (also called the main code) along with Sub-Code can be up to 30 characters long (15 characters each). Between the main and sub code, Core automatically inserts a colon (:) as a separator.

For the Code, you might use ‘CT’ or ‘Construction’ as the category. Then for the Sub-Code, you might use ‘DW’ or ‘Drawing’ and BP or 'Blue Printing' as its activities. However, if your team thinks of its work differently, you can use ‘Architectural Design’ as a category (Code), and then define ‘Drawing’, ‘Blue Printing’ and other items as activities (Sub-Codes).

Check Create New Activity Items for details.

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  • Great article!

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