Configure My Activities Settings for a Project

  1. Configure My Activities settings for your project to enable users to view and edit the fields required for updating activities using the My Activities page or the Primavera Cloud apps.

To configure My Activities settings:

  1. Navigate to the project settings page
  2. Select the My Activities tab.
  3. In the Team members are assigned to activities as section, select a method for how team members are assigned to activities.
    • Resource Assignments: Each user who is assigned a resource assignment can view that assignment and update its progress.
    • Activity Owners: Each user who is assigned to an activity as its Owner can view the activity and update its progress.
    • Both: Resource assignments can view and update their assignments, and activity owners can view and update their activities. Users who have activities and resource assignments will see entries for both.
  4. In the Select the fields team members can update section, add the fields you want team members to view and use to update their progress.
    • Assignment Fields: Add the fields you want team members assigned as resource assignments to use to status their activities.
    • Activity Fields: Add the fields you want team members assigned as activity owners to use to status their activities. If a team member who owns an activity also has a resource assignment for that activity, then the team member will be able to view and update both the assignment and the activity.
    • Codes and Configured Fields: Add codes and configured fields that you want activity owners or resource assignment performers to view or use to update their activities. To make any code or configured field read-only, select Read Only by the field. In order for a user to update Cost-type codes or configured fields, the user needs the Project Costs/Financials privilege on the project.
    • (Optional) Select Team member can update progress of other resource assignments on activity if you want activity owners to be able to update the progress of all resource assignments for their activities.
  5. Save your changes:
    1. Select Save.
    2. In the Summary & Settings panel, select Close.

This setting is used in the following apps:

Schedule