How do I add activities?

Modified on Thu, 26 Mar at 3:15 PM

Learn how to add financial activities to evaluate.


If you have not added entities yet, do that first here: How do I add entities? 

Add all the economic activities you would like to evaluate to your entities.

  1. Click the entity you want to add activities to.
  2. Search for the activity in the activity search bar.
  3. Click the activity you want to add.
  4. Click Add activity to add the activity to your entity.

You may add as many activities as you need.


To add activities to other entities

Click the entity in the sidebar menu and repeat steps 2–4 to add activities to the selected entity.

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