Understanding Activity Setup for Use in the Daily Diary in Upvise
When adding a new activity in Workbench, it’s important to ensure the activity is correctly set up in multiple locations in Workbench and Upvise for it to be valid and selectable in the Daily Diary form in Upvise. This guide explains the process to help avoid any issues when introducing new activities to your workbench job structure.
Key Users: Workbench Admin & Upvise Admin users.
Steps to Ensure a New Activity is Usable in Upvise
To ensure a new activity added in Workbench is valid and selectable in Upvise daily diary forms, follow these steps:
Add the activity to the Workbench activity list.
Ensure the activity is created and saved in the appropriate activity list in Workbench.Include the activity in the relevant cost activity groups.
Assign the new activity to the correct cost activity groups to align it with the desired project configurations.Add the activity to Timesheet > Activities in Upvise.
Log in to Upvise and ensure the activity is listed under Timesheet > Activities.Work = regular time for project hours etc
leave = admin type time
Allowances = timecodes
Perform a Manual Data Sync.
Use the Upvise integration screen to manually sync:- Activity Groups
- Projects & Work Centres
This step ensures the activity is updated across all relevant datasets.
Test the Daily Diary form.
Open the Daily Diary form and verify that the new activity is selectable and functional.