General tab - Activity Details

Use the General tab to define general information for the selected activity, including the activity's duration type, activity type, percent complete type, priority level, assigned work breakdown structure (WBS) element, and cost account.

Activity Type: The selected activity's type, or how the activity's schedule is calculated. An activity's type can be Task Dependent, Resource Dependent, Level of Effort, Start Milestone, Finish Milestone, or WBS Summary.

A Task Dependent activity is scheduled according to the activity's calendar rather than calendars of assigned resources.

A Resource Dependent activity is scheduled according to the calendars of assigned resources. This activity type is used when several resources are assigned to the same activity, but may work separately.

A Level of Effort activity has a duration which is determined by its dependent activities. Administration-type activities are typically Level of Effort.

A Start/Finish Milestone is a zero-duration activity with no resources, marking a significant project event.

A WBS summary activity has a duration which is determined by a group of activities that share a common WBS level. Resources that drive activity dates cannot be assigned to WBS summary activities.

You can select a new type.

Duration Type: The basis for estimating the selected activity's completion time. An activity's duration type can be Fixed Units/Time, Fixed Duration & Units/Time, Fixed Units, or Fixed Duration & Units.

For Fixed Units/Time, the resource units per time are constant when the activity duration or units are changed. This type is used when an activity has fixed resources with fixed productivity output per timeperiod. You most often choose this duration type when you are using resource dependent activities.

For Fixed Duration & Units/Time, the activity duration is constant and the units are changed. This type is used when the activity is to be completed within a fixed timeperiod regardless of the resources assigned. You most often choose this duration type when you are using task dependent activities.

For Fixed Units, the activity units are constant when the duration or resource units per time are changed. This type is used when the total amount of work is fixed, and increasing the resources can decrease the activity duration. You most often choose this duration type when you are using resource dependent activities.

For Fixed Duration & Units, the activity duration is constant and the units/time are changed. This type is used when the activity is to be completed within a fixed timeperiod and the total amount of work is fixed. You most often choose this duration type when you are using task dependent activities.

You can select a new duration type.

% Complete Type: The way in which the percent complete for the selected activity is determined

An activity's percent complete type can be Units, Duration, or Physical.

For Duration, the selected activity's Activity % Complete is tied to its Duration % Complete. For Units, the selected activity's Activity % Complete is tied to its Units % Complete. For Physical, you may enter the selected activity's Activity % Complete in the Physical % field on the Status tab.

Activity Calendar: The selected activity's calendar. To select a new calendar, click  .

WBS: The selected activity's assigned work breakdown structure (WBS) element. To assign a new WBS element to the selected activity, click  .

Responsible Manager: The name of the organizational breakdown structure (OBS) element assigned to the selected activity's WBS element.

Primary Resource: The name of the selected activity's primary resource. The primary resource is the person responsible for the overall work on the activity. To select a new primary resource, click  .



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Last Published Monday, December 6, 2021