Template Management

Task Update: Activity Type Codes

Use this page to assign activity type codes to payment-type tasks (such as Purchase Order, Work Order, or Contract tasks). The list of activity codes in the Activity Code drop-down is entered on the Manager tab.

 

To assign an activity code to a task:

  1. If necessary, click the Template link and select a different template.

  2. Click the Stage filter and select the desired stage.

  3. Click the Activity Code field and select an activity code for each task.

  4. Click the Update Template button.

 

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