In the activity table, a menu of options displays for an activity when you:
- right-click an activity, or
- click the arrow
arrow of the Details menu
in the Activities page toolbar, and click Activity Details
Menu Options
The following options are displayed for the selected activity:
-
Add Activity
- Adds a new activity to the WBS that contains the selected activity
Delete
- Removes the selected activity from the activity table
Trace Logic
- Opens the Trace Logic dialog box, in which you can use trace logic to identify relationships between activities
Predecessors
- Opens the Predecessors dialog box, in which you can view and modify predecessor relationships between activities
Successors
- Opens the Successors dialog box, in which you can view and modify the successor relationships between activities
Assignments
- Opens the Assignments dialog box, in which you can view resources and roles assigned to the selected activity, related information about listed resources and roles, durations, units, units/time, completion time, and costs of the activity, and you can create new resource and role assignments to an activity
Steps
- Opens the Steps dialog box, in which you can list steps required to complete the activity, apply a weight to indicate the importance of the step, and calculate the completion percentage of each step as it applies to the total completion percentage of the selected activity
Notebooks
- Opens the Notebooks dialog box, in which you can enter informative, formatted notes to support the selected activity
-
Documents
- Opens the Documents dialog box, in which you can view, and with appropriate privileges, edit, documents related to the selected activity
Activity Codes
- Opens the Activity Codes dialog box, in which you can view, modify, create new, and delete existing activity codes of a selected activity.
Expenses
- Opens the Expenses dialog box, in which you can view, modify, and enter expenses related to the selected activity
Feedback
- Opens the Feedback dialog box, in which you can collaborate with your team members by sending notes and feedback
Cut
- Temporarily removes the selected activity until you paste it into a new location
Copy
- Copies the selected activity to make a duplicate that you can paste in a new location
Paste
- Places the cut or copied activity in the location you choose
Fill Down
- Copies data to non-adjacent or adjacent rows.
Find
- Opens the Find dialog box, in which you can search for an activity
Find Next
- Opens the Find dialog box, in which you can search for the next activity
Jump to next highlighted
- Jumps to the next highlighted activity, turning the focus to the next highlighted activity in the activity table
Jump to previous highlighted
- Jumps to the previous activity, turning the focus to the previous highlighted activity in the activity table
Link selected activities
- Connects two activities in a start-start, start-finish, finish-start, or finish-finish relationship depending on which ends of the activities you choose to connect