General Tab

The General tab provides an Activity field to fill out a description and some tracking features. The tracking features include a grid to track date changes that have been made to the activity, as well as Last Modified By and Last Modified Date fields.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An arrow (highlighted in orange below) indicates whether the data appears in ascending or descending order.

Tracking grid

How To Use the Date Change History Grid

The Date Change History Grid keeps track of date changes that have occurred in the activities schedule. This helps to keep a record of everything that has occurred, and the reason for those changes.

  1. To add a record go to the Activity record edit the Activity record, change a date field, and save. Note: The following prompt will only appear if a date was in the field before.
  2. The following window will appear

    date change record

  3. The date fields will be automatically calculated. If this is a manually added record they date fields will say 12/20/1899
  4. Select a Reason and use the Modified Reason field to describe the purpose for the change. These are both required.
  5. The Changed By and Last Modified Date fields will be automatically updated.
  6. Click the Save button

See Also

Milestones

Milestones Header Data