We are needing to use activities under projects, but do not want to track time and costs. Even though the box is unchecked under Activity Types, it pulls up automatically checked when we create an activity from the project level. If we uncheck the box, the required project field disappears, so we are unable to link the activity to the project that way. My other thought was to link the activity back to the project via the Related Entity Type, but Project is not an option in the dropdown. See screenshots. Right now, our workaround is to leave the Track Time and Costs box checked, but uncheck Billable. However, to save a project task and cost code are required, which is something we don’t want/need. These extra steps aren’t required in other areas, ie: Project Issues, Project Quotes, Opportunities. How do we make this work, but keep it simple?
Best answer by joelhoffman
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