Activity Sheet Default (Toolbar Options)

Add

To add a new row. The row will have the Activity ID field value pre-populated with the sequence number specified in the activity sheet properties. The Activity Name field is displayed as required and other required columns will be highlighted with red triangle, on the right-hand side corner. Upon selecting Save All, the required fields will show as errors in the first column (similar to manage rows in the cost sheet).

• If you select an activity and click Add, then the new activity row will be created after the selected
• activity.
• If you do not select an activity and click Add, then the new activity row will be created after the selected
• activity.
• If the user do not select any activity, then the new activity row will be created at the very end.

Note: The activity sheet shows the flat list of activities. Any user with edit permissions would be able to add

and update the activities to the activity sheet.

Schedule

To enable the scheduling in the activity sheet, once you add the activities, and updating the activity schedules like planned, actual dates, duration, and so forth. It also enables you to remove the activities. All of the dependent activities will be rescheduled based on the data date specified in the schedule. If you select this option in a blank sheet, then Unifier displays this message: There are no activities in the sheet to be scheduled.

View

Same as in the System Activity Sheet, the View drop-down list displays the system-defined view 'Default' and 'WBS View', by default.

You can create and manage views in the activity sheet.

• Default
• Create New View
• Manage Views

You can add activities and change column structure in the Default view, also.

Similar to the other activity sheets, the data creation (both rows and columns) will be available in the default view.

Edit View Settings

To edit the user-defined views.

Actions

If you (the user) have at least Edit Data permission for manual activity sheet, then you can use the Actions option and perform the following:

• Schedule
• Create Baseline
• Update Baseline
• Baseline Comparison
• Link Selected Activities
• Unlink Selected Activities

See the "Actions Option" topic, below, for more details.

Refresh

All of the existing export and import options available for CBS Code activities and assignments will be seen in the Menu Options.

To refresh the contents of the activity Sheet.

Note: If there are unsaved changes in the sheet, Unifier displays this message: You have unsaved changes in the sheet. These will be lost on refresh. Do you want to proceed? If you select 'Yes', then the activity sheet should be refreshed; otherwise, refreshing of the activity sheet will not happen.

Print

The following printing options are available:

• Print
• Export to CSV
• Export to Excel

Find on Page

To conduct search in the activities and other attributes within the activity sheet.

Search

To search the activities based on search parameters that are defined in uDesigner.

Note: If there are unsaved changes in the activity sheet and you click 'Search', the search result will include the unsaved rows.

Menu Options (the three horizontal line icon with down-arrow)

There will be no option for updating the CBS Code for Activities or Assignments. Any Activity Sheet defined in project, where the logged user have at least edit data permission to the sheet, has the following options:

• Export > Activity Details
• Export > All Activities
• Export > All Assignments
• Import > Activity Details
• CSV Import of Activities
• View History Log

See the "Menu Options" topic, below, for more details.

Gantt

Once you click Gantt, the following toolbar options become available:

• Grid
• Focus Activity
• Baseline Comparison

  Enables you to see the baseline bars along with current activities. The relationship between the current activities will be seen, also.

• Critical Path

  The Critical Path calculation follows a standard mathematical algorithm known as the Critical Path Method (CPM). CPM calculates the starting and ending times for each activity. CPM determines which activities are critical (uuu_float = 0) to the completion of the project (called Critical Path) and reevaluates activities with uuu_float values. The tooltip for the current activities will show the current and baseline dates, and the variance in number of days between the baseline start and start dates.

The Show drop-down field will be editable once you select Gantt from the toolbar. This drop-down has the following options:

• Default Gantt
• Critical Path
• Baseline Comparison

Dates and Numeric values displayed in tool-tip are based on the user preference set at company-level.

For more details about Gantt view, see "Gantt View" below.

Switch to Current Project View

Enables you to see the current project.

Switch to Baseline Project View

Enables you to:

• See the baseline for the project.
• Add activity and change the activity schedule.