Working with Generic (Non-WBS) Activities

You can add activities like change requests, discussions, risks, etc. to your project. These activities are not tied to the project roadmap but are associated with a project. The activities and fields are set by your Administrator and are displayed on the Left Navigation Bar.

Adding a Project Activity

To add an activity, do the following:

1. Navigate to the Project Module Menu (Project #) > Create> Change Requests (or other configured non-WBS activity).

   The Details pane will refresh to display the New Activity page.

2. In the Basics tab, enter a name for this activity.
3. Enter the Labor Expense Type (LET), if required.
4. Click the Save button to add an activity or task.
5. From the Details pane, you can select the tabs to enter relevant information pertaining to this activity. See topic About Project Roadmaps and Tasks for more information on these tabs. You can also use the control buttons on the top to add, copy, and delete activities. For more information on these control buttons, see topic Using Control Buttons.
6. Click Save.

Editing an Activity

To modify an activity:

1. From the activity page (for example, Change Requests), select the activity you want to edit.
2. Select > Edit. Select the tab you want to edit. You can also click on the row to put it in the edit mode.
3. Click Save.

Moving a Project Activity to the Roadmap 

You can also move a project activity to be included as an activity on the project roadmap.

1. Navigate to the Project Module Menu (Project #) > Go To > Change Requests (or other configured non-WBS activity).
2. From the activity page (for example, Change Requests), select the activity and click on the Copy Row icon.
3. Click the Paste Special button, a popup with all the roadmap activities displays.
4. Select the level where you want to add this activity and click the Paste button. The selected activity is now added to the project roadmap.

   Note: The Paste button is disabled if your project roadmap is configured to not allow this type of project activity to be added to the roadmap.

Related Topics

Working with Projects

Creating a Quick Project

Searching for Projects

Using Project Quick Search

Text Search within Projects

Using the Project Module Menu

Selecting the Activity Display Mode

Using the Project Listing Page

Using Control Buttons

Using the Group by Functionality

Using the Pivot Functionality

Working with Organizations

Copying a Project

Putting a Project on Hold

Re-opening Projects

Exporting a Project

Deleting a Project

Working with Project Basics

Working with Project Dates

Working with Project Roadmaps and Tasks

Working with Project Documents

Working with Project Financial Data

Importing and Exporting Project Information

Associating Programs

Working with Project Issues

Working with Project Risks

Working with Project Metrics

Working with Project Statements and Notes

Working with Project Reports

Working with Status Reports

Working with Project Resources

Working with Project Settings