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View, add, or edit activity details

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Where can I do this?

If you have the required privileges, you can view, add, or edit activity details on the Activities page or you can click on an activity name in a workspace portlet.

To display the Activities page, open the project or project group you want to work with, then click Activities on the Projects toolbar.

On the Activities page, you can view, add, and edit details directly in the Activity Table or you can select an activity in the table and work with its details on a separate page.

Right-clicking an activity in the Activity Table displays a menu of options for editing activity details.

When you click on an activity name in a portlet, its corresponding details page displays.

Right-clicking a WBS in the Activity Table displays a menu of options for editing WBS details.

I want to

Add or edit details in the Activity Table

Although an extensive list of data fields are available in the Activity Table, there are some limits to the details you can record. For example, you cannot add or edit documents in the Activity Table.

  1. To record or edit data in the Activity Table, double-click in the appropriate column.

    If the Activity Table does not display the data columns you need for recording details, click Customize View on the Activities toolbar to customize the view to display them. For information about choosing the columns you want to display in the Activity Table, see Choose and organize the content of an activity view.

  2. Edit detail data as necessary.
  3. When finished, to save your changes, click icon to save changes (Ctrl+S). Or, to cancel your edits, click icon to cancel changes (Ctrl+Z).

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Add or edit activity attributes

For more information about activity detail selections, see the Activity menu help.

WBS details also are available for every WBS listed in the activity table. For information about WBS detail selections, see the WBS menu help.

Tip: When you access details by clicking on an activity in a portlet, only the Form layout of activity details is available.

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