Define general activity properties
In order to define the general properties of an activity, do as
follows:
- Activate the tab General in the window
Activity properties.
Field Due date
- Choose the option Start if you have a
fixed start date of the activity and enter Date and Time. The finish date of
the activity will be calculated automatically.
- Choose the option Finish if you have a
fixed finish date of the activity and enter Date and Time. The start date of
the activity will be calculated automatically.
Note: You can move the start date and finish date of an
activity much more quickly in the diagram by using the mouse to
shift the activity.
- Mark the check box Fix if the due dates of
the activity in the optional date calculations that have been
selected via the menu must not be moved.
- Mark the check box Mark as milestone if
you want to label the activity as milestone.
In this case, activity duration is set to zero.
Field Activity calendar
- Select the calendar you want to use from the drop down list
Activity calendar.
The button  allows for
the quick access to the current calendar.
- Mark the check box Disregard team calendar and
employee calendar if the team calendar and employee calendar
should not be regarded in new activities.
- Mark the check box Start of activity only at
first shift if the start of activity is permitted to begin only
at the first shift.
- Mark the check box Show in one row if you
want to have several activities succeeding in a row displayed
hierarchically independent.
- Enter the percentage of completion of an activity in the field
Completed.
- Enter extra costs that are not on display along with the
resources into the field Fixed costs.
Field Financing
- Enter the amount of the payment period into the field Invoice amount.
- Define a period of time in business days for the due date of
the payment in the field Term of payment.
- You can enter the date of the receipt of the payment in the
field Receipt of payment only if you have
declared the milestone to be 100% completed.
Once you have marked the milestone as 100% completed, the receipt
of payment is displayed automatically along with the due date of
the milestone plus the term of payment. You may also correct the
date.
- Click on the button OK.
Note:
- The list Used calendar contains all calendar used in the
activity and shows you the employees that are using the
corresponding calendar. Yoi can view this list to check which of
the teams and employees use what calendar.
See also:
Enter activitiy properties,
Assign roles,
Assign teams,
Assign employees ,
Allocate material,
Allocate machine types,
Allocate machinery,
Check links,
Define format,
Fill in user-defined
fields,
Enter notes & links.
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