Using Team Activity Costs

Summary

Sometimes, teams charge different rates for performing activities. In Oneserve, activity costs can be created on a per-team basis to allow you to control what cost will be set against an activity based on the team performing it. This is achieved using a feature called "Activity Team Costs"

Guide

Adding Activity Team Costs

Using the Activity Team Costs Page

You can add new activity team costs using the activity team costs page. To do this:

• Click on the cog icon in the top right to access the admin menu
• Select "Activity Team Costs" under the "Activities" section to bring up the activity team costs screen
  

• Click on the + icon to bring up the cost creation screen
  
• Enter details for the following:
• Library Activity
• Work Log Type(s)
• Client(s)
• Team(s)
• [Optional] Cost Group
• The associated cost
• The start and end date between which you will be using this rate

Using the Activity Page

• Click on the cog icon in the top right to access the admin menu
• Select "Activities" under the "Activities" section to bring up the activities screen

• Select the activity to which you want to add the cost and click on the "Team Activity Costs" tab at the bottom. Any team activity costs you have previously created will show up here

• Click on the + icon to bring up the cost creation screen

• Enter details for the following:
• Work Log Type(s)
• Client(s)
• Team(s)
• [Optional] Cost Group
• The associated cost
• The start and end date between which you will be using this rate

Assigning Activity Team Costs

Once you have created activity team costs, you can modify your team's settings to change how team activity costs behave on each job.

Assign Team To Activities

Assigning the job team to activities ensures that the activity team cost is used when assigning work to a team. When a job is created, it will automatically assign the team activity cost for an activity provided the following is true:

1. The activity has a team activity cost set against the team
2. The team has the "Assign Team To Activities" option enabled

This can be especially helpful when assigning jobs to subcontractors who make use of user team filtering as it will allow users associated with the team to view jobs immediately after creation.

To enable this setting:

• Click on the cog icon in the top right to access the admin menu
• Select "Teams" under the "Teams" section to bring up the Teams menu
• Select the team in question and enter edit mode by clicking the pencil icon in the top left

• Go to the "Settings" section and toggle the switch under "Assign Team To Activities"

Keep Team Against Activities

For teams who need to retain visibility of jobs even after the initial appointment work has been completed, it can be useful to keep the team activity costs setting enabled. This means that even after appointment work has been completed, new activities will continue to be assigned and visible to users associated with the team.

To enable this setting:

• Click on the cog icon in the top right to access the admin menu
• Select "Teams" under the "Teams" section to bring up the Teams menu
• Select the team in question and enter edit mode by clicking the pencil icon in the top left

• Go to the "Settings" section and toggle the switch under "Keep Team Against Activities"