Exact Synergy Enterprise

Adding and removing personal activities and materials

Menu path

• HRM à Reports à People à Search
• HRMà Reports à People à People

Introduction

On this page, you can add or maintain the personal activities and materials of a person. When planning project hours and other requests for the person, you can only select from a list of personal activities and materials. This helps avoid errors and confusion. 

Roles and rights

To view, add, or remove personal activities or materials of any Professional services automation (PSA) user, the Project controller role is required. Users can only add personal activities and materials for users who have PSA license roles, which are the Hour entry, Project manager, and Project controller roles. A user with the Project manager license role is allowed to view personal activities and materials of other PSA users who are members of projects managed by the said user.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.  
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 249.

How do I add personal activities and materials?

1. Open a personal card.
2. Click Activities & material.
3. On the Personal activities & material page, in the Personal activities & material section, click Add.
4. On the Activities & material browser, at Type, select the Activity option to display the list of available items for activity, or select the Material option to display the list of available items for material.
5. Select the relevant items.
6. Click Add.
7. Click Close to exit.

How do I remove personal activities and materials?

1. Open a personal card.
2. Click Activities & material.
3. On the Personal activities & material page, click the icon under the Actions column of the corresponding activity or material line.

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