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.

projectactivites

How To

Add an Activity Record

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

    projectactivityrecord

  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.

See Also

Project

Project Header Data

General Tab

Revenue/Expenditure Tab

Contracts/ Purchase Orders Tab

Invoices Tab

Permits Tab

Subcontractors Tab

Tasks Tab

Custom and Comments

Toolkit