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Activity Calendar View

Common Questions

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Use the Activity Calendar View to display and edit your project's activities in a familiar monthly calendar format. Bars appearing on the calendar's grid extend from each activity's start to its finish.

In Calendar View, activity bars display in the color specified within the First Bar section of the Bars tab in the Customize Activity Views dialog box, or as the color assigned to an activity code value. Critical activities display as red bars. Milestones display as black diamonds, the same as in the Gantt chart.

I want to

 

Display the activity calendar

To display Calendar View on the Activities page:
  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click the arrow arrowof Select Activity View Select Activity View on the toolbar.
  3. Click Calendar View Activity Network or click Ctrl+Alt+4.

Calendar View displays the month of the project's planned start date.

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Navigate through the calendar

To scroll through months:
To return to a view of the current day:

Click the Today Today link link in the upper right corner of the Calendar View to return to the current day.

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View scheduled activities by date

To open a Day View:

The Day View displays the complete list of activities scheduled that day and the start and finish hour of activities that occur completely within a day. You can open Day View by double-clicking anywhere in a day of the calendar.

When more activities are scheduled on a day than can be displayed in a day of Calendar View, an ellipsis ellipsis is displayed within the day.

 

To view additional activity data:

You can view and change details of selected activities.

Details of activities include information such as successor and predecessor relationships, assignments, notebooks, steps, and other details related to the selected day in the calendar.

  1. Click on an activity bar.
  2. From the Activities toolbar, click Activity DetailsDown, then click Activity Details.
  3. From the Activity Details menu, select an option, such as Notebooks, Documents, or Predecessors. The dialog box of the selected option opens.

You can open multiple Activity Detail dialog boxes at once. Depending on settings made previously in the Customize Activity Views dialog box, activity detail dialog boxes may display as tabs or open, floating or tiled dialog boxes above or below, or to the right or left of the Activity Calendar.

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Add and delete activities

To add an activity to the Activity Calendar:
  1. Click in a day of the calendar.
  2. Click Add an Activity Add an activity to add an activity.
Note: If your calendar shows a month other than the month that contains your project's data date, you may not receive an immediate, visual indication that the new activity was added. Click to the month that contains your project's data date to view the new activity.
To delete an activity from the Activity Calendar:
  1. Click on an activity bar in a day of the calendar.
  2. Click Delete an Activity Delete an activity to delete an activity.

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Assign resources and roles

Note: If the Resource and Roles icons are not displayed in the Activities toolbar, right-click the Activities toolbar and select Assign. The Resource and Roles icons are contained in the Assign group of the toolbar.

Click on an activity bar in a day of the calendar, then click one of the following icons in the Activities toolbar:

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Saving in the calendar view

To save data changes in the Activity Calendar:

From the Activities toolbar, click Save Save to save changes in the Activity Calendar.

To save the Activity Calendar View:
  1. From the Activities toolbar, click the arrow arrowof the Customize menu Customize activity viewarrow
  2. Choose:
    • Save View Save View to save changes to the current view.
    • Save View As Save View As to use the current view as a basis for a new view. Enter a name for the new view and click OK.
  3. Click Yes when you are prompted to save the view.

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