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jillallyn

UTBMS Project Code set Vs. Activities Code Set - TS 2010

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Within the past year we had a client request that we use Serengeti for our electronic billing, and as such, we started using Activity Codes to bill them. So in Task Lists I entered them (for example) as:  Nickname 1. Appear for/Attend and Nickname 2. A109 (etc).; and in the Client References I have them entered as Nickname 1. L101 and Nickname 2. L101.  It works great.

Recently, we had another client ask us to use Corridor.  And instead of using Activity Codes, they want to use the Project Code Set (and in looking through it, I believe we'll mostly use P300 Structure/Strategy/Analysis).  Do I enter P300 in the Task List as Nickname 1. Structure/Strategy/Analysis and Nickname 2. A300  OR do I set it up as a Reference?  And if so, what do I use for the task?

 

Thanks!

  • 0

    It sounds like the Project (P) Codes are meant to replace the Litigation (L) Codes for the Serengeti clients, so they would be entered as References.  

    You can read more about the codes here: www.americanbar.org/.../background_definitions_principles_and_assumptions.html

    Note the lists of various code sets on the left menu.

    I would probably set up a Serengeti Template Client to "hold" the P Code set and then just share it with any clients that need to use that set to avoid typing the codes in for each client and keeping the two list separate so that if the client is supposed to be using the P codes, your users don't choose an L code by mistake.

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Timeslips users for over 20 years. Available for private consultations, including older/unsupported versions.

  • 0 in reply to Nancy Duhon

    Thanks Nancy. I'm pretty sure I follow what you're saying.

    That being said, currently when entering our time entries for our Serengeti client, we have to chose a task (which is where the activity codes are entered).

    When entering our time for the new Corridor client, when creating a new time entry, what should I put in for the task line?    I know that the client reference with the P Code will show up in the reference line.  Thanks!

  • 0 in reply to jillallyn
    verified answer

    It is my understanding that the A Codes are to be used with all Code Sets.  See B. 6. and 7. on the referenced website above.

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Timeslips users for over 20 years. Available for private consultations, including older/unsupported versions.

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