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Activities portlet

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Use the Activities portlet to view, assign, and remove activities and milestones associated with the Workgroup.

Which activities can I assign/remove?

Your ability to assign and remove activities in the Activities portlet is dependent on your access rights to project data. If you have OBS access to the project, you can assign and remove any project activities. If you are a team member, you can only assign and remove activities to which you are assigned as a resource. If you are an Invited user, you cannot assign or remove any activities. If you are the project owner, you can assign and remove activities, provided you have OBS access to the project.

In the Activities portlet, you can:

Assigning activities to the Workgroup

Click Assign to assign activities to the Workgroup. The Select an Activity popup dialog displays all activities you have access rights to view and assign, organized by WBS.

Select the activity you want to assign, then click Assign. You can assign more than one activity at a time, however you must click Assign after each activity you select. When you are finished assigning activities, click Close.

When you assign an activity to a Workgroup, any issues and documents associated with the activity are automatically assigned to their respective portlets in the Workgroup.

Removing activities from the Workgroup

To remove an activity from the portlet, mark the checkbox next to the activity and click Remove. When you remove an activity, any associated issues and documents are automatically removed from their respective portlets.

You can only remove activities that you have access rights to remove.

Note: Removing an activity from this portlet does not delete the activity or its associated items from the project.

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