Activity List

When a new cost is added to a case, it is usually selected from options in the Activity List. This list contains potential costs that can be added to cases.

In general, when a new cost is added to a case without an estimate, the activities that can be selected at the case are those linked to the case's category. The selected activity can set many important aspects of what is billed, such as the type of cost, its rate and its charge code.

If the case has an estimate this further restricts the activities available to select when adding a case cost.

Activities and charge codes play important roles in the ways that estimates can 'police' the addition of costs to a case, see Estimates overview.