Project Activities Tab

The Project Activities tab provides a way to record activities that have occurred on a project level that aren't specifically work tasks. These may include administrative activities, or records of conversations with contractors.

A sample of the grid appears below.  Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

• Right-click in the grid to add a record
• Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
• Double-click on an existing record to open it

How To Add an Activity Record

1. Right-click in the grid and select Add Record. The following prompt will appear.

   

2. Fill out the Activity field
3. Fill out the Activity Date (this field is required).
4. Fill out other desired fields.
5. Click to save the record.
6. Click to close the window.