Activities Header Data

The top of the project activities record has information that links the activity to a project and defines the type of activity and date range.

Field Name

Special Function

Project ID*

Click the Project ID button to select which project this should be attached to. If the activity is created from the Project this field will automatically populate

Name

This will auto-populate from the selected Project.

Activity Type*

A user-defined list of activity types.

Start Date & Finish Date

The dates that an activity is occurring on or between.

Assigned To

Allows you to select an employee is in charge of the activity. Click the field heading or press F9 for a list of employees that have the Project PM box checked.

* Required Field