Completing an Activity

Using the Summary Tab

The Summary tab will assists you in completing all the required items before marking an activity as Complete. For example, you can view if any child activities are still open, if mandatory resources are not assigned or if approvers have not been assigned or have not signed off on this activity.

To complete an activity using the Summary tab, do the following:

1. From the Project Roadmap page, go to Actions > View Details.
2. Select the Summary Tab.
3. Click on the links below the Actions column to go to the missing items.
4. Click on the Complete button.
5. Click the Save button to save your changes.

Using Quick Edit

To complete an activity do the following:

1. Navigate to the Roadmap page by selecting (Module Menu) Project # > Roadmap.
2. Locate the appropriate activity and click on the row to put it in the edit mode. The rows are highlighted in pink.
3. From the Status pull-down menu select Complete.
4. Click the Save button to save your changes.

Using the Basics Tab

1. Navigate to the Roadmap page by selecting (Module Menu) Project # > Roadmap.
2. Select an activity and go to Actions > View Details. Select the Basics tab.
3. On the Status field select the radio-button next to Completed, or click on the Complete button.
4. Click the Save button to change the status of the activity.

Related Topics

Working with Project Activities

Adding a New Activity or Task

Assigning Resources to an Activity or Task

Adding a Document to a Roadmap or Task

Uploading a Tool

Working with Project Dependencies

Working with Project Status Indicators

Working with Resource Effort Distribution

Working with Efforts and Dates

About Effort Types

Viewing Finances for an Activity

Modifying an Activity or Task

Activity Approvals