Activities Portlet of the Workgroup Workspace Page

Overview

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

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 the project owner, you can assign and remove activities, provided you have OBS access to the project.

Screen Elements

Assign link

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

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.

Remove link

Removes an activity from the portlet. 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.

Activity Name field

The name of the activity.

Start Date field

The date work for the activity is scheduled to begin. For started activities, this is the actual start date. For not started activities, this is the planned start date until the project is scheduled. When scheduled, the start date field is set to the remaining early start date.

Finish Date field

The date work for the activity is scheduled to finish. For completed activities, this is the actual finish date. For not started and in-progress activities, this is the planned finish date if the project has not been scheduled. When scheduled, the finish date field is set to the remaining early finish date.

Primary Resource Name field

The name of the resource.

Getting Here

From the Workgroup Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand the Workgroups portlet and select a workgroup.
  4. On the Workgroup Workspace page, expand the Activities portlet.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand the My Workgroups portlet and select a workgroup.
  4. On the Workgroup Workspace page, expand the Activities portlet.

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