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Creating Activities

Create activities to define a more detailed breakdown of projects or WBSs.

To create activities:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page:
    1. Select a project, WBS, or activity; the new activity will be added beneath your selection.
    2. Click the Actions menu and select Add "" "" Add Activity.
    3. Enter a name in the WBS/Activity field.
    4. Click the Actions menu and select "" Save (Ctrl+S).

Tips

  • Right-click a project, WBS, or activity and select Add Activity to quickly add an activity.
  • The application automatically names new activities New Activity.
  • You can create up to 15000 activities per activity view.

Related Topics

About Activities

Working with Activities

Configuring General Activity Information

Recalculating Assignment Costs

Sending Project Data to ERP

Customizing Detail Windows

Activities Page


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