Activities in Kimai are meant to explain the kind of work done for a specific task/timesheet.
Activities can have two different types: global
and project specific
.
Activities can be assigned to a project, which means you can only choose them if the linked project is active.
Activities can be global, meaning they are not linked to a project and can be used in combination with every project.
Examples for global activities could be:
These examples might vary heavily between different industries, the main usage are recurring tasks throughout all of your projects.
Each activity can be assigned its own color, for easier identification in various screens.
If no color has been selected, the project color will be used. If that is not defined as well, Kimai will fallback to the customer color and finally to the default color.
Budgets help you to watch your progress and to stay within contract boundaries.
If the System > Settings configuration Allow overbooking of stored budgets
is not active,
Kimai will prevent that records will be created, which would go beyond your configured budgets.
Currently, the visibility of budgets cannot be limited independently. So if you want to show progress to your users, you cannot show only the time budget (this will be changed in the future).
The permissions budget_team_
, budget_teamlead_
and budget_
are used
to check if the logged-in user can see the budgets.
Kimai knows two budget types. The default budget type is lifetime
(which is used if the budget type
is empty),
the other available budget type is monthly
.
Lifetime budget
- uses all records of all times to calculate progress and budget usageMonthly budget
- uses all records of the selected month to calculate progress and budget usageLimitations
No matter which budget type is used, it does not influence invoice amounts. There is no automatism that will add a monthly budget to your invoice (you have to create expenses or time records for that).
Monthly budgets are used for every month, no matter how many days are recorded. Kimai does not take range limits into account to calculate partial budgets (e.g. project start/end or the first record created for a customer).
Money budgets will be used to calculate reports.
For Kimai there is no difference between money and time budgets. If there are multiple people with a different hourly rate working on the same tasks, then money and time budget will differ in their outcome.
Only billable records will be used to calculate the remaining budget.
The time budget should be entered in the format hh:mm
or decimal hh.m
.
Time budgets will be used to calculate reports.
If you are using money budget and want to show progress to your users, it is a good idea to calculate the hourly rate by using money budget / average hourly rate
.
Only billable records will be used to calculate the remaining budget.
By toggling the visibility on an activity, you:
Please note:
The visibility filter in the toolbar has three state:
The search drop-down supports filtering by the fields:
customer
project
global
/ non-global
visibility
Besides these filters, you can query for a free search term, which will be searched in the fields:
name
comment
Additionally you can filter for custom fields by using a search phrase like location:homeoffice
.
This would find all activities with the custom field location
matching the term homeoffice
.
The search terms will be found within the full value, so searching for office
would find:
I love working in my office
Office
This office is beautiful
Our offices are very noisy
You can mix the search term and use multiple meta-field queries:
location:homeoffice activityname foo
- find all activities matching the search term activityname foo
with the custom field location
matching the term homeoffice
location:homeoffice contract:foo activityname
- find all activities matching the search term activityname
with the custom field combination: location
matching the term homeoffice
and contract
matching the term foo
location:homeoffice contract:foo
- find all activities with the custom field combination: location
matching the term homeoffice
and contract
matching the term foo