Portlets that display project and activity status, such as the activity portlet, provide specific details about selected activities in the Activity Details form. In this form, you can view and edit information and attributes of an activity such as predecessor and successor relationships between activities, completion status, weighted milestones, notebooks and documents related to the activity, and other information.
Notes:
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To edit activity details, you must have the required privilege.
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For information about using portlets for customized views of project and activity data, see How can I select and customize the data I want to see? in the User Interface FAQ.
What information is available in each category?
The following list is a brief overview of each category. For more information, including field definitions, click the category name.
- General - basic details such as name, ID, WBS, activity type, Start, Finish, and Percent Complete
- Steps - step description, weight, and status
- Status - dates, constraint, duration, and units
- Resources - assignment details, such as role, units, costs, and user defined fields
- Notebook - topics and descriptions
- Relationships - predecessor and successor names, relationship type, and lag
- Codes - code assignments
- Expenses - costs, accrual type, vendor
- Documents - documents related to the activity, including a link to the document's storage location, if available
- User defined - fields associated with the activity
To edit or delete details in the General or Status section, click the appropriate Edit link.
To edit or delete an item in any other section, click the item name. For example, in the Steps section, click the Step Name and in the Documents section, click the Title.